With a lot of the world still working remotely, there are a lot of places to communicate and share ideas with your teammates. An @-mention in a doc. A comment on a table row. A ping on Slack. We decided to help close that loop a bit and make it easier to get timely updates and information from Coda directly in Slack.
Introducing: Coda Bot for Slack!
While our Slack Pack helps you build things like automated reminders or status-updates for projects in a doc, Coda Bot for Slack helps you seamlessly unify more of your collaboration into one ecosystem across tools.
Here’s a sample of what activating connecting Slack to Coda unlocks for you and your team:
- Improved previews for Coda links shared in Slack . Whether you share a link to a doc, a page, or a row, everyone in the discussion will see previews that provide context on which doc contains the content being shared, with links to go directly to the referenced content.
- Easier sharing. We’ve all done it ー you Slack someone a link, and they don’t have permission to view it. Now, when you share a Coda link in a DM or Channel, you’ll be notified if your Slack audience doesn’t have access to the doc with options to share with conversation members or your entire team right from Slack! (You can also skip this and retain the doc sharing settings.)
- Slack directory integration. Members of your Slack workspace are easily searchable when @-mentioning people, adding them to a “people” column in a table, or sharing a doc with them.
- Get notified in Slack. When you @-mention someone in a comment or a doc, Coda Bot for Slack will alert the @-mentioned user(s) so they can quickly find their mention and respond or take action. Added bonus: Coda Bot aggregates these for each user in Slack, so you don’t have to search through all of the comments in a doc to find where you’re mentioned!
Ready to get started? Here’s how:
- Navigate to coda.io/account
- Scroll down to the “Other Integrations” section
- Click “Connect” for Slack
Please note that this is a separate connection and authorization from the one you must establish to use the Slack Pack to create custom integrations with Slack. If you wish to disconnect this integration, you can return to this screen and select “Disconnect.”
Once you’ve connected the Slack integration, Coda Bot for Slack will message team members in your Slack workspace that also have Coda accounts with a link to sign-in as well. This helps them get the same benefits in Slack; they can manage their individual settings and preferences from coda.io/account.
A note on permissions & security: As with any third-party integration, Coda & Slack need to exchange some information to power Coda Bot. Thankfully, the team at Slack introduced granular permissions, which ensures we only request the information required for Coda Bot to send you notifications, let you search your Slack directory for sharing, etc.
A note on notifications: If you have opted to receive email notifications for comments and mentions in Coda, you may receive duplicative notifications via Coda Bot for Slack.
- As a reminder, you can manage your email preferences in your account settings by following the steps in this FAQ.
- You can also control whether you receive notifications for All Comments, or just for Mentions & Subscribed comments in an individual doc by opening the Explore panel, typing “Notifications” and making your selection in that doc.
If you’d like more information on how to get the most out of Coda + Slack via this integration and the Slack Pack for Coda, be sure to check out our Coda + Slack Quickstart.
As always, we’re grateful for your feedback. Feel free to share your thoughts in the comments below, or via this Typeform.