Slack Integration

Send or schedule Worksheets to be sent to a public channel on Slack!

Your Sigma users can send or schedule Sigma Worksheet reports to post in any of the public channels in the connected Slack team. Worksheet reports include the first 150k rows of your Sigma Worksheet, and can be sent as a CSV, XLSX, PDF, or PNG file. You can also choose to include a link to the Sigma Worksheet in your Slack message. Only users with access to the Worksheet in Sigma will be able to view the live Sigma Worksheet. Easily share your organization's more important and relevant data as often as needed.

You must be an admin in your Sigma organization to enable Slack notifications.

Enable Slack notifications

  1. Open your Admin Portal by selecting ‘Administration’ in the user menu at the top right of your screen.
    Screen_Shot_2020-05-13_at_1.42.36_PM.png
  2. On the ‘Account’ page you will see a section titled ‘Integrations’.
    Click the  ‘Add’ button next to the Slack integration. 
    Screen_Shot_2020-05-14_at_5.09.05_PM.png
  3. You will be temporarily redirected to Slack to authorize the integration.
    Click 'Allow' to complete the integration.

Once Slack is enabled for your Sigma organization, anyone can send worksheets to a public channel in your Slack team as a Slack message, or create a schedule for when the worksheet should be sent.

Send a notification to Slack

  1. Open the worksheet you would like to send.
  2. Click the “…” button in the upper-right corner of the window and select “Send…”.
  3. Select the “Slack” option.
  4. Enter the channel name, prefaced with “#”.
  5. Enter a message in the “Message” box (optional).
  6. Select the format for the worksheet.
  7. Choose whether you would like to include a link to the worksheet in your message.
  8. Click “Send”.

Schedule Slack notifications

  1. Navigate to the published worksheet you would like to send.
  2. Click the “…” button in the upper-right corner of the window and select “Schedule…”.
  3. Click the “Add Schedule” button.
  4. Select the “Slack” option.
  5. Enter the channel name, prefaced with “#”.
  6. Enter a message in the “Message” box (optional).
  7. Select the format for the worksheet.
  8. Choose whether you would like to include a link to the worksheet in your message.
  9. Select the days and times you would like the message to be sent.
  10. Click “Save”.

If you encounter issues or need help with this app, please contact us by clicking on the chat icon on the lower right-hand side of the page.