Overview

When building an Automation, you may choose the "Send a Slack message" action. When the automation runs successfully, a corresponding Slack message will be sent to a specified Slack channel, containing the customizable information of your choosing during the automation configuration process.

💡 Automations is in active development and more functionality is on the way. Automations is currently available on Pro and Enterprise plans. If you have any feedback to offer, feel free to share that with us here. 

Setup

After you have configured your base in the manner you choose, you can then begin configuring your automation. For this example, we will be setting up an automation that sends a notification to a channel in Slack when a project, in our Project Tracker template, is completed. 

First, we will set up a trigger to fire when a project enters a "Completed" view. In our Project Tracker base, we have created a filter that only allows projects from a completed checkbox field to enter the "Completed" view. To do this, choose the corresponding table and view within the base and test the trigger.  

After testing successfully, we can move onto setting up the action. To set up the "Send a Slack message" action click the blue "+ Add Action" button. Then, click on the "Send a Slack message" option. This will bring up a window with configuration options. If it is your first time creating this action, then you may need to "Manage connected accounts" or "Connect new account" before proceeding.

This will bring you to a "Connected Accounts" configuration window within Airtable. 

If you encounter an error during login, you may need to get in touch with your IT department or check your Slack account settings to enable this integration. After successfully connecting your Slack account to Airtable you can proceed with configuring the action. Choose the preferred Slack account and Slack channel that you would like the message to be sent to. 

You can now set up your message to include custom information including text, emojis, and information from records in Airtable. After your message looks the way you want it to you must click "Run test" to ensure the action is working properly.

If the test runs successfully, then at this point it's a good idea to check your Slack channel to make sure everything looks the way you want it to. If so, you can now turn on the automation so that your custom notification sends out each time a project is completed.

FAQs

How can I format my Slack messages?

• We recommend referencing this support article from Slack that lists the various ways that you can format your Slack message correctly.