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Airtable Automation Actions Slack

The document discusses the different Slack actions available in Airtable automations including Send a message and Send an actionable message. It provides steps for setting up automations with Slack actions and details on formatting messages, mentioning users, hyperlinks, limitations, and FAQs.

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knmendez0714
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7 views

Airtable Automation Actions Slack

The document discusses the different Slack actions available in Airtable automations including Send a message and Send an actionable message. It provides steps for setting up automations with Slack actions and details on formatting messages, mentioning users, hyperlinks, limitations, and FAQs.

Uploaded by

knmendez0714
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Table of Contents

Airtable Automations > Automation Actions > Integrated Actions


Airtable automation actions: Slack 2

Page: 1 of 6
Airtable automation actions: Slack
Plan
All plan types with varying limitations
availability

Owners/Creators - Create, delete, duplicate,


configure, or rename an automation and edit an
Permissions automation's description.

Editors - View an automation's configuration or copy


an automation's URL.

Platform(s) Web/Browser, Mac app, and Windows app

Related Creating an automation - Learn how to set up your first


reading automation in Airtable.

Determining which Slack action to use


When building an Automation, you may choose between the Slack: Send a
message or Slack: Send an actionable message actions. When the
automation runs successfully, a corresponding Slack message will be sent to the
specified Slack channel, or user(s), containing the message you customized
during the automation configuration process. This article will run you through the
basic setup process of an automation containing either of these actions as well
as some limitations, expectations, and other details that are helpful to know.

Choosing which Slack action to use in an automation will be very specific to your
workflow. However, here are a few general ideas about each action that might
help you determine the correct one to use. In some use cases, you might even
use multiple actions or both types of actions.

Slack: Send a message

Slack: Send an actionable message

Setting up a Slack action

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After you have configured your base in the manner you choose, you can then
begin configuring your automation. For this example, we will be setting up an
automation that sends a message to a channel in Slack when a project, in our
Project Tracker template, needs to be reviewed.

Note

Note that for this example, two new single select options in the "Status"
field were added. One is named "Needs review" and another is "Approved."
We then added a new view also called "Needs review" that filters records
to only show when the current status is "Needs review." This new option
and the new view are not present in the template, but you can add or
modify something similar in your own base.

Step 1: Add a new automation and add a trigger

Step 2: Choose a Slack action

Step 3: Enter a description for this action step (Optional)

Step 4: Select a Slack account

Step 5: Choose a recipient

Step 6: Add a title (Actionable messages only)

Step 7: Configure the message that will be sent

Step 8: Choose a table and record (Actionable messages only)

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Step 9: Configure the button or buttons (Actionable messages only)

Step 10: Test the action or full automation

Step 11: Turn the automation on

Dynamically messaging channels and users


There are some subtle differences between the way that dynamic channels work
in the Slack: Send a message action versus the Slack: Send an actionable
message action. Click below to open up more information about this related to
the specific action that you are using in your automation.

Slack: Send a message action

Slack: Send an actionable message action

@Mentioning Slack users


To @mention other Slack users in a message, you can either insert the user
name associated with their Slack account or you can insert the individual Slack
user's ID. Using either of the methods listed below, particular users can be
mentioned statically (every slack message sent) or dynamically (only certain
records that are associated with a certain individual or individuals). To
dynamically be able to Directly message (DM) a user check out the section
above.

@Mention using a Slack username

@Mention using Slack user's ID

Dynamic @mentioning
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Inserting a hyperlink
Basic URL formatting

If you'd prefer the link to show as hyperlinked text then use the following syntax:

Dynamic versus static URLs

More options in the Slack: Send a message action


Click here to learn more about the Show more options section of a Slack:
Send a message action's configuration

Receiving actionable messages


When using the Slack: Send an actionable message action, a user or users
will receive actionable messages in Slack with the configured button(s). The first
user who responds to the message, by clicking a button, will have their response
recorded. Multiple users cannot respond to the same actionable message. Once
the response is clicked, the field in Airtable will be updated.

Look at the image below. Whether the message is received by one or many
users, once one of the buttons has been clicked ("Approve" or "Request
changes"), these buttons will no longer be available and will be replaced with
"Updated in Airtable."

Limitations and dependencies


Slack API rate limits
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OAuth scopes and security
Slack authentication

Slack action scopes

FAQs
Can I format my Slack messages?

Is Slack data stored on Airtable servers?

Is there a limit to the number of recipients I can DM per action or automation run?

The automation I created accidentally sent a message. Can I cancel it?

Can I use an actionable Slack message in a Repeating group?

Do actionable messages expire?

Can multiple users respond to an Actionable Message?

Which Slack users can interact with actionable messages?

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