Integration for Slack

Sigma's Integration for Slack enables the members of your organization to send and schedule Sigma notifications for any channel in your connected Slack account. 

Contents

Requirements

  • Only Sigma Admins can enable the Integration for Slack.
  • Depending on your organization's Slack settings, the Slack admin must approve the Sigma app before enabling the integration between Slack and  Sigma.
    See Understand app permissions in Slack documentation.
  • After enabling the integration, only Sigma Creators and Admins can send and schedule Slack notifications.

Enable Slack notifications

  1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
  2. On the Account page, find the Integrations section.
  3. Click the Add button next to the Slack integration. 
    Start Slack integration
  4. The process redirects you to Slack, to authorize the integration.
  5. Click Allow to complete the integration.
  6. To test the integration, try sending or scheduling a notification.

Access and permissions

When you send or schedules a notification in Sigma, you can choose to include a link to the worksheet or dashboard in Sigma. Anyone who sees the notification in Slack must have a Sigma account with access granted to view it with full details inside Sigma.

Activating Slack for users

After you enable an integration with Sigma, you can open a new channel from Slack.

Follow these steps.

  1. Navigate to the Sigma option in the Slack app directory. 
  2. Click Open in Slack.
    Open Sigma integration through Slack
  3. The process redirects you to Sigma. 
    You may have to authorize access, and choose the version of Slack you plan to use.
  4. The direct Sigma channel now appears in your organization's Slack interface.
    Sigma app appears in its own channel, as an App

Adding Sigma to a private Slack channel

To add Sigma notifications to a private Slack channel, follow these steps:

  1. In the channel where you plan to add Sigma, start typing @sigma.
    The system finds the match, Sigma app. Note that it is not in channel at this time.
    Looking for Sigma app in Slack
  2. Select the Sigma app.
  3. The Slackbot dialog prompts you to add Sigma to the channel.
    Click Invite Them.
    Slack prompts you to invite Sigma app to the private channel
  4.  The system confirms that the Sigma app is now in the private channel.
    Sigma app added to the private channel

Related resources

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