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Slack

The Slack Activity enables comprehensive interaction with your Slack workspace directly from your Boltic workflows. You can send messages, manage channels, find users, and perform various workspace operations to automate your team communication and collaboration.

Overview​

The Slack activity provides powerful automation capabilities for:

  • Messaging: Send messages to public channels, private channels, and direct messages
  • Channel Management: Create public and private channels
  • User Operations: Find users by email and invite users to channels
  • Content Management: Set channel topics
  • Integration Workflows: Connect Slack with other tools and services

Prerequisites​

Before using Slack with Boltic, ensure you have the following configured:

  1. Slack Credentials – Authentication set up in Boltic.
  2. Permissions – The bot must have required scopes for operations.
  3. Channel Access – Bot must be added to relevant channels.

Supported Operations​

1. Send Channel Message​

Send messages to public channels with text or block format.

2. Send Private Channel Message​

Send messages to private channels the bot has access to.

3. Send Direct Message​

Send messages directly to users, supporting text, blocks, mentions, and links.

4. Create Public Channel​

Create a new public channel.

5. Create Private Channel​

Create a new private channel.

6. Set Topic for Channel​

Update the topic for a specified channel.

7. Invite Users to Channel​

Invite one or more users to an existing channel.

8. Find User by Email​

Find and return a Slack user by email address.

Configuration Guide​

  1. Select Slack Activity from the activities list.
  2. Choose an Operation (e.g., Send Message, Create Channel).
  3. Select or configure your Slack credentials.
  4. Fill in required parameters such as Channel, Message, or User.
  5. Test configuration before saving.

Dynamic Content Example​

Hello {{API_1.result.name}}, your task '{{payload.task_title}}' is now {{API_2.result.status}}.

Rich Formatting Example​

*Bold text*  _Italic text_  `Code`  > Quote block

Mentions Example​

Hey <@USER123>, please review the latest update: <https://example.com|Project Board>

Error Handling​

Common issues and solutions:

  • Message Not Delivered: Ensure bot is in the target channel and message isn't empty.
  • Channel Not Found: Verify spelling and bot access.
  • Permission Denied: Review bot token scopes and reinstall if updated.
  • User Not Found: Ensure the user exists and the bot has users:read scope.

Security Considerations​

  • Avoid sharing sensitive or private data in messages.
  • Grant only necessary scopes.
  • Regularly review channel and bot permissions.
  • Protect and rotate bot tokens.

Performance & Optimization​

  • Respect Slack's API rate limits (1+ request/sec).
  • Use batching or async operations for high-volume workflows.
  • Send messages conditionally to avoid unnecessary calls.

Example Use Cases​

  • Customer Support: Post a CRM ticket message in #support.
  • Build Status Updates: Notify #dev-team about build completion.
  • Meeting Reminders: Send DM reminders for upcoming events.
  • Project Creation: Auto-create channels for new projects.

Best Practices​

  • Validate inputs and channel existence before sending.
  • Use retry logic for transient failures.
  • Log activity results for monitoring.
  • Start simple and expand automation gradually.