Share Dashboards, Alert Feeds and Opp Health Views with yourself or members of your team, or broadcast them to the same Slack channels already built for your team or leadership group. Below we've outlined the process for authorizing Slack and setting up your first Slack distribution, as well as some important best practices!
The first thing you will want to do is authorize Slack from the Atrium Integrations page by clicking here.
Click on the green "Allow" button, which will take you through a 5 second authorization flow, and you are done!
Sending Your First Slack Notification
Start by navigating to a dashboard you would like sent to Slack (if you prefer, you can also send Alert Feeds and Opp Health Views to Slack using a nearly identical process).
Once on the Dashboard, click the three-dot menu in the top right that looks like "..." and there you will see
From there, you simply need to select the frequency and time at which the Slack notification should be sent, as well as which individual(s) or channel(s) you would like for the dashboard to be sent to.
As an example, every Monday morning our CSM team huddles to discuss goals for the week. We have a dashboard purpose-built for this meeting, and we've made a video showing you how we set up a distribution of this Dashboard in Slack:
Ready to get started? AUTHORIZE SLACK HERE
Slack Authorization Roadblocks
Depending on your organization's Slack security measures in place, you may not be able to install the Atrium Slack App yourself without assistance from a Slack Workspace Owner. You will run into this limitation if your organization has the "Require App Approval" setting, pictured below, turned On.
If your organization requires approval for you to install the Atrium Slack application, you will see a message telling you this during the installation flow. While your Slack administrator should be notified automatically of your request to install a new application, we highly recommend reaching out to them proactively to approve your request, as the automated workflow often gets lost in an administrator inbox.
Since we cannot tell you who in your organization is a Slack Workspace Owner (we can not see that information), if you are not sure who to contact, we recommend reaching out to your IT department.
If your organization would like to turn off the requirement to approve all app installs, a Slack Workspace Owner can change this setting at the following URL:
Changing/Cancelling Slack Notifications
Making changes to or cancelling Slack Notifications that have already been set up is as simple as following the steps above to navigate to the "Schedule Slack Updates" functionality and adjusting from there. We've made another video with those steps:
Slack Notification Best Practices
Dashboard Notifications on your Slack can be a great tool to connect with your team in real time, as well as a way to recognize the successes high performers. For example, our Sales team has a Slack notification set up for their Emails, Meetings and Opps Dashboard in their Sales Channel, so they can discuss during their weekly check in -
Just like email, you can have Dashboard Notifications sent daily or a certain set of days, weekly, monthly, or quarterly, and you choose the time they should post.
We also recommend that Slack Notifications be limited to Dashboards with six or fewer cards, as any more than that can cause Slack to look very cluttered. Your more robust dashboards we recommend sending via email.
Finally, there can be a delay between an event and when Atrium receives data about it. To include data from a specific time (i.e. an entire work day), send your email several hours after that time. (i.e. late that evening or the next morning).
P.S. If you have a dashboard with more than 6 cards or simply feel an email notification would best serve the team, check out this article here on how to edit and send email Dashboard notifications!
Ready to get started?