Slack integration

Overview

IMPORTANT: Mode will be sunsetting the legacy Slack integration in September 2022. To upgrade your workspace to the latest Slack integration version, follow the instructions here.

The Mode Slack app enables members of your organization to share reports via Slack directly from Mode.

Installation requirements

  • You must be an admin of your Mode organization.
  • You must have an existing Slack workspace of which you are a member.
  • You must be authorized to install apps in that workspace.

Note: Reports can only be shared from Mode to any public channel and private channels where the Mode slack bot is a member. For example, if the Mode slack bot is not in the private #sales-only channel, then no member of your Mode organization can share reports from Mode to the #sales-only channel.

TIP: Workspaces using the legacy Slack integration must ensure the organization admin, who connected Mode with Slack, continues to be a member in destination private channels.

Setting up or Upgrading Versions

  1. Navigate to the Mode home page and click on your name in the upper left corner of the window.
  2. Click Workspace Settings.
  3. Under the Features section, click Slack Application.
  4. Click the Add to Slack button.
  5. The Mode Slack app requires various permissions in order to function. Review these permissions and then click Authorize to complete the integration.
  6. Optional (if private channels will not be report destinations): For private channels to receive reports, the @Mode bot must be included in the channel. Mention @Mode in the channel and then you’ll be given the option to add the bot to that channel. A private channel without the @Mode bot cannot receive shared reports.

New signature token

Now all members of your organization can share reports to your Slack workspace directly from the Mode interface.

Required permissions

NOTE: The legacy Slack integration permissions differ than the latest version. Both versions' permissions are listed below.

Mode's Slack app requires access to your team's Slack workspace in order to facilitate sharing to Slack by members of your Mode organization. When you attempt to authorize Mode's Slack app using your Slack account, Mode will request a number of permissions. Below is a list of these permissions, as well as some additional detail about what Mode's Slack app does with each permission:

Updated Installation Permissions

Slack permissionoAuth scope(s)Why the Mode Slack App needs this scope
Confirm your identityidentity.basicVerify that the user installing the Mode Slack App is a member of the target Slack workspace.
Access information about your channelschannels:read groups:readGenerate a list of channels (all public channels and any private channels the Slack App installer is a member of) that reports can be shared to.
View and attach previews for some URLs in messageslinks:read links: writeGenerate the custom unfurl, including the preview image, in the message that is posted to Slack when someone shares a report.
Access information about your workspaceteam:readGet the name and id of the Slack workspace for display in the Mode UI and for authenticating API calls.
View email addresses of people in your workspaceidentity.emailVerify that the user installing the Mode Slack App is a member of the target Slack workspace.
Send public messages as Modechat:write:publicPost Slack messages to your workspace's public channels when someone shares a report via Slack in Mode.
Send private messages as Modechat:writePost Slack messages to your workspace's private channels (where the @Mode bot has been added) when someone shares a report via Slack in Mode.
Access your workspace's profile informationusers:readGet the name of the installer of the Slack App to display in the Mode UI.

Legacy Installation Permissions

Slack permissionoAuth scope(s)Why the Mode Slack App needs this scope
Confirm your identityidentity.basicVerify that the user installing the Mode Slack App is a member of the target Slack workspace.
Access information about your channelschannels:read groups:readGenerate a list of channels (all public channels and any private channels the Slack App installer is a member of) that reports can be shared to.
View and attach previews for some URLs in messageslinks:read links: writeGenerate the custom unfurl, including the preview image, in the message that is posted to Slack when someone shares a report.
Access information about your workspaceteam:readGet the name and id of the Slack workspace for display in the Mode UI and for authenticating API calls.
View email addresses of people in your workspaceidentity.emailVerify that the user installing the Mode Slack App is a member of the target Slack workspace.
Send messages as Modechat:write:botPost Slack messages to your workspace when someone shares a report via Slack in Mode.
Access your workspace's profile informationusers:readGet the name of the installer of the Slack App to display in the Mode UI.

More information about Slack's scopes can be found in Slack's API documentation.

Channel access

Users in your organization can share reports to the following Slack channels:

  • Public channels in your connected Slack workspace
  • Any private channels in your connected Slack workspace where the Mode slack bot has been added
  • With Slack Connect, any shared channel created in the Slack workspace connected with Mode

For organizations on Slack’s Enterprise Grid, public & private multi-workspace channels will work as above when made available to the workspace connected with Mode.

TIP: Mode displays the name of the connected Slack workspace as well as the Slack username of the admin, who enabled Slack sharing. Users in workspaces using the legacy Slack integration should confirm that this admin is a member of the destination private channels prior to sharing a report.

Failed schedule delivery notifications

NOTE: Workspaces using the legacy Slack integration will continue to be notified of delivery issues via Direct Messaging (DM) in Slack.

When a report is unable to be delivered to a destination channel in Slack, the Schedule creator and Mode Workspace administrator(s) will receive an email notification that contains the name of the channel that was unavailable, a link to the schedule, and a link to the report in the Mode workspace.

Until the report schedule is updated to send to an available channel or the report schedule is deleted, Mode will continue to refresh the report at the scheduled time and attempt delivery to the unavailable channel. Only the first failed delivery attempt will result in a notification email.

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