If Slack notifications are enabled for your organization, workbooks, their pages, and individual elements can be sent to any channel in your Slack account on a set schedule or as-needed basis. This is helpful for presenting your data beyond Sigma.

For example, you may want to provide a group of stakeholders with a PDF illustrating your team's KPIs on a weekly basis. Your team communicates primarily in Slack, and you don't want your update to get lost in email. Exporting to Slack automatically sends your team exactly what they want, when they want it, in a place they'll see it. So you to focus on hitting those KPIs, not just presenting them. 

Each workbook can support multiple schedules, and each export can support multiple attachments. Attachment file type options (PDF, Image, CSV, and Excel) vary by attachment type. 

Exports are always generated from the latest published version of the workbook. Unpublished changes (drafts) are not applied. Slack exports capture data that's accessible to the export creator.

This article shows how to send and schedule exports to Slack.

Summary of Content

Requirements
Send a Notification Ad Hoc
Schedule a Slack Notification
Related Resources

Requirements

  • You must:
  • The Slack Integration must be enabled for your Sigma organization so that the Sigma Notifications Slack app can be added in your Slack Workspace
  • The Sigma Notifications Slack app must be added to any channels, public or private, that you want to be able to send notifications to. Send a message to @Sigma Notifications within a channel to add it to that channel

 

Send a Notification Ad Hoc 

To send an export to Slack without creating a schedule: 

  1. Click the caret (▼) button in the workbook header.
  2. Select Send now.
    Note: This option is only available from a workbook's latest published version. If the menu item is disabled you are in Edit mode. Either publish your draft or return to the latest published version of the workbook before attempting to send an email.

    This opens the Send Now modal.
  3. Under Destination select Slack.

  4. In the To field, enter the name of your target Slack channel (e.g. #top-secret-channel).
    Note: If you plan to send the notification to a private channel, Sigma's Notifications bot must first be enabled for that channel. Type @Sigma Notifications into your private channel to enable it. Learn more
  5. [optional] Enter a message in the Message field.
    Tip: 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. Select your attachment(s). To do this:
    1. Open the Attachment dropdown menu.
      • To attach the entire workbook, select Entire workbook. 
      • To attach an individual page, select the page > Entire page.
      • To attach an individual element, select the page > the element.
    2. In the Format as dropdown, select a file format.
      • If the attachment is the entire workbook, your only format option is PDF.
      • If the attachment is an individual page, select either PDF or Image.
      • If the attachment is an individual element, select from: PDF, CSV, Excel, or Image.
        Important: CSV and Excel attachments export as raw data.
    3. If you selected Format as > PDF, select a PDF layout in the Layout field: Portrait or Landscape.
  7. [optional] To add additional attachments, click + Add another attachment. Then repeat step 7 of these instructions. 
    Each attachment will arrive in Slack as an independent message.
  8. [optional] To include a link to the workbook in the message body, check Include workbook link.
    Note: Exports to Slack capture data that's accessible to the export creator. However, if a user clicks the workbook link, Sigma only displays
    what that individual user has permission to view.
  9. Click Send.

Schedule a Slack Notification

Important: Emailed exports are generated from the workbook's latest published version. Drafted changes are not applied until published.

To schedule an export to Slack notification:

  1. Click the caret (▼) button next to the workbook title.
  2. Select Schedule exports.

    This opens the Schedule Exports modal.
  3. If this is the workbook's first schedule, click Add Schedule.
    If one or more schedules already exist, click + New schedule.
    This opens a New schedule.
  4. Under Destination, select Slack.

  5. In the To field, enter the name of your target Slack channel (e.g. #my-team).
    Note: If you plan to send the notification to a private channel, Sigma's Notifications bot must first be enabled for that channel. Type @Sigma Notifications into your private channel to enable it. Learn more
  6. [optional] Enter a message in the Message field.
    Tip: 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).
  7. Select your attachment(s). To do this:
    1. Open the Attachment dropdown menu.
      • To attach the entire workbook, select Entire workbook. 
      • To attach an individual page, select the page > Entire page.
      • To attach an individual element, select the page > the element.
    2. In the Format as field, select a file format.
      • If the attachment is the entire workbook, your only format option is PDF.
      • If the attachment is an individual page, select either PDF or Image.
      • If the attachment is an individual element, select from: PDF, CSV, Excel, or Image.
        Important: CSV and Excel attachments export as raw data.
    3. If you selected Format as > PDF, select a PDF layout from the Layout dropdown: Portrait or Landscape.
  8. [optional] To add additional attachments, click + Add another attachment. Then repeat step 7 of these instructions. 
    Each attachment will arrive in Slack as an independent message.
  9. [optional] To include a link to the workbook in the message body, check Include workbook link.
    Note: Exports to Slack capture data that's accessible to the export creator. However, if a user clicks the workbook link, Sigma only displays
    what that individual user has permission to view.
  10. Select your delivery schedule. To do this: 
    1. In the Repeat by field, select a schedule option: Day/Week, Month or Custom.
    2. In the Timezone field, select a timezone.
    3. Setting a schedule frequency depends on the Repeat by option you selected above.
      • If you selected Day/Week, pick the schedule's day(s) of the week (On days), the Occurrence and time (At).
      • If you selected Month, select the Day of month (1-31) and time (At).
      • If you selected Custom, enter a raw cron string value. Learn more
  11. [optional] Select one or more workbook controls to apply to the exported content. Learn more
    1. In the search box below Controls, search for and select the control by control-id. 
    2. Select the control value(s) to apply to to scheduled export. 
    3. Repeat this step to add additional controls.
  12. [optional] Select your preferred send conditions. Learn more
    1. Under Send, select Always, If there's no data, If there's data, If a condition is met.
    2. Send condition details vary by send selection.
      • If you selected Always, you're all set. Continue to the next step.
      • If you selected If there's no data, select a determining element under In data element.
      • If you selected If there's data, select a determining element under In data element.
      • If you selected If a condition is met, select a determining element under In data element.
        Then select your fill in the blank options under Check If, In Column, and Is. Depending on your selection under Is, you may also need to provide a Value.
    3. [optional] Click Test Condition to confirm if data in the workbook meets your selected condition. Test results appear in line with the button.
  13. Click Create Schedule.

 

Related Resources

Send and Schedule Workbooks
Conditionally Scheduled Reports