Send and Schedule Slack Notifications

IMPORTANT: This document is specific to Sigma worksheets and dashboards. To learn about export options for Sigma’s new Workbooks feature, please visit Send and Schedule Workbooks.

With Sigma's Slack integration, you can send and schedule report notifications to any channel in your Slack account. 

Entire worksheets or individual visualizations can be sent directly from the worksheet as a CSV, Excel, PDF, or Image (PNG). Dashboards can be sent as PDFs or Images.  As the sender, you can also choose to include a link to the report in the notification and/or run queries as the recipient. 

Summary of Content

Requirements
Worksheet Notifications
      Send a Worksheet Notification without a Schedule
      Schedule Worksheet Notification
Dashboard Notifications
      Send a Dashboard Notification without a Schedule
      Schedule Dashboard Notification
Access and Permissions
Related Documentation

Requirements

  • Only Sigma Creators and Admins can send and schedule Slack notifications.
  • Slack must be enabled on your organization. This requires Admin access. Learn more.
  • If you are exporting to a private channel, Sigma's Notifications bot must first be enabled for that channel. 
    How to: Type @Sigma Notifications  into your private channel.

 

Worksheet Notifications

Send a Worksheet Notification without a Schedule

  1. Click the ••• icon button in the worksheet header to open the header menu.
  2. Select Send now...  to open the Send Now modal.
  3. Set your Destination to ‘Slack’. 
    Screen_Shot_2020-08-02_at_1.22.46_PM.png
  4. Under the To field, enter the name of your target Slack channel. This must be a public channel.
  5. [optional] Enter a Message.
    Note: You can use Slack channel @ mentions (e.g. @here or @channel) to notify target recipients when the notification is delivered. This is not supported for individual recipients (e.g. @rob or @marketing-team).
  6. The Attachment field defaults to ‘Entire Worksheet’. Alternatively, you can choose to select a single visualization from the dropdown list.
    Note: Entire worksheet notifications include the first 150k rows of your worksheet.
  7. Select an attachment format: CSV, Excel, PDF or Image.
  8. Select whether you would like to include the worksheet link in the email.
  9. Select whether you would like to Run queries as recipient. This means the results they see will be determined by their data access permissions.
  10. Click Send.

 

Schedule a Worksheet Notification

  1. Open the Worksheet you would like to export.
  2. If it is in 'Edit' mode, click the green Publish button in the top right of the screen.
  3. Click the ••• menu button in the Worksheet header.
  4. Select Schedule... to open the Scheduled Exports modal.
    Screen_Shot_2020-12-08_at_12.02.58_PM.png
  5. If this is the dashboard's first schedule, click Add Schedule.
    If schedules already exist, you will see them listed. Click + New Schedule.
    Screen_Shot_2020-07-31_at_10.30.33_AM.png   Screen_Shot_2020-07-31_at_10.39.05_AM.png
  6. The new schedule screen will appear.
    Set the Destination to ‘Slack’.
  7. Under the To field, enter the name of your target Slack channel. This must be a public channel
  8. [optional] Enter a Message.
    Note: You can use Slack channel @ mentions (e.g. @here or @channel) to notify target recipients when the notification is delivered. This is not supported for individual recipients (e.g. @rob or @marketing-team).
  9. The Attachment field defaults to ‘Entire Worksheet’. Alternatively, you can choose to select a single visualization from the dropdown list.
  10. Select an attachment format: CSV, Excel, PDF or Image.
  11. Select whether you would like to include the worksheet link in the email.
  12. Select whether you would like to Run queries as recipient.
  13. Under the Repeat by field, select the frequency and time of day to send the notification.
    Screen_Shot_2020-09-22_at_3.18.12_PM.png
  14. [optional] Under Send you may choose to specify delivery conditions. For each scheduled delivery, the export/notification will only be sent if this condition is met. Learn more about conditional scheduling.
    Screen_Shot_2020-09-22_at_3.18.42_PM.png
  15. Click Create Schedule.

 

Dashboard Notifications

Send a Dashboard Notification without a Schedule

  1. Click the ••• menu button in the Dashboard header.
  2. Click Send now... to open the Send Modal.
    Screen_Shot_2020-10-28_at_2.37.49_PM.png
  3. Set the Destination to ‘Slack’.
    Screen_Shot_2020-08-02_at_1.35.07_PM.png
  4. Under the To field, enter the name of your target Slack channel. This must be a public channel.
  5. [optional] Enter a Message.
    Note: You can use @ mentions (e.g. @here) to notify target recipients when the notification is delivered.
  6. Select an attachment format: PDF or Image.
  7. If you are exporting a PDF, select a Layout: portrait or landscape.
  8. Select whether you would like to include the dashboard link in the email.
  9. Select whether you would like to Run queries as recipient. This means the results they see will be determined by their data access permissions.
  10. Click Send.

 

Schedule Dashboard Notifications

  1. Open the dashboard you would like to export.
  2. Click the ••• menu button in the Dashboard header.
  3. Click Schedule in the menu to open the Scheduled Exports modal.
    Screen_Shot_2020-10-28_at_2.37.49_PM.png
  4. If this is the dashboard's first schedule, click Add Schedule.
    If schedules already exist, you will see them listed. Click + New Schedule.
    Screen_Shot_2020-07-31_at_10.30.33_AM.png    Screen_Shot_2020-07-31_at_10.27.42_AM.png
  5. The new schedule screen will appear.
    Set the Destination to ‘Slack’.
    Screen_Shot_2020-08-02_at_1.40.00_PM.png
  6. Under the To field, enter the name of your target Slack channel. This must be a public channel
  7. [optional] Enter a Message.
    Note: You can use Slack channel @ mentions (e.g. @here or @channel) to notify target recipients when the notification is delivered. This is not supported for individual recipients (e.g. @rob or @marketing-team).
  8. Select an attachment format: PDF or Image.
  9. If you are exporting a PDF, select a Layout: portrait or landscape.
  10. Select whether you would like to include the dashboard link in the email.
  11. Select whether you would like to Run queries as recipient.
  12. Under the Repeat by field, select the frequency and time of day to send the notification.
    Screen_Shot_2020-09-22_at_3.18.12_PM.png
  13. [optional] The Controls section allows you to customize control values for the scheduled export. To specify a custom control value, click + Select Control and select your input value.
    Note: Exported dashboards will default to the published dashboard's control value(s) unless otherwise specified in this section. 
    Screen_Shot_2021-03-25_at_5.04.25_PM.png
  14. [optional] Under Send you may choose to specify delivery conditions. For each scheduled delivery, the export/notification will only be sent if this condition is met. Learn more about conditional scheduling.
    Screen_Shot_2020-09-22_at_3.18.42_PM.png
  15. Click Create Schedule.

 

Access and Permissions

By default, Slack notifications are only available for your account's public Slack channels. To allow exports to a private channel, add the @Sigma Notifications bot to that channel by typing @Sigma Notifications directly in the channel. 

When you send or schedule a notification, you have the option to choose whether the notification include a link to the worksheet or dashboard in Sigma.  A person must have a Sigma account with access granted on the report to view it live in Sigma.

Alternative Export Options

Reports can also be sent from Sigma to your Email, Google Drive, or Google Sheets.

Related Resources

Enabling the Slack Integration (Administration)
Send or Schedule Reports
Conditional Scheduling
Send Now - How to Send Scheduled Exports at any Time
Edit/Delete your Schedule

 

IMPORTANT: This document is specific to Sigma worksheets and dashboards. To learn about export options for Sigma’s new Workbooks feature, please visit Send and Schedule Workbooks.