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Add slack to workflows docs (#13372)
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@@ -9,6 +9,9 @@ availability:
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scale: true
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enterprise: true
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---
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import AddSlackToWorkspace from '../workflows/_snippets/add-posthog-to-slack-workspace.mdx'
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import AddSlackToChannel from '../workflows/_snippets/add-posthog-to-slack-channel.mdx'
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export const newSubscriptionLight = "https://res.cloudinary.com/dmukukwp6/image/upload/v1710055416/posthog.com/contents/images/features/subscriptions/new-subscription-button-light-mode.png"
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export const newSubscriptionDark = "https://res.cloudinary.com/dmukukwp6/image/upload/v1710055416/posthog.com/contents/images/features/subscriptions/new-subscription-button-dark-mode.png"
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export const slackSubsLight = "https://res.cloudinary.com/dmukukwp6/image/upload/slack_config_light_b5a1c93ad5.png"
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@@ -53,25 +56,11 @@ There are three steps to setting up a Slack subscription:
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### 1. Adding the PostHog Slack app to your workspace
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Starting in PostHog, you can add the PostHog Slack app to your workspace in the subscription set up modal or in [your project settings](https://app.posthog.com/settings/project#integration-slack).
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<ProductScreenshot
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imageLight = "https://res.cloudinary.com/dmukukwp6/image/upload/allow_slack_bb68272218.png"
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imageDark = "https://res.cloudinary.com/dmukukwp6/image/upload/allow_slack_bb68272218.png"
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classes="rounded"
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alt="Allow PostHog Slack app permissions"
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/>
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The PostHog Slack app will require some basic permissions which you can grant by clicking the **Allow** button.
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<AddSlackToWorkspace/>
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### 2. Adding the PostHog Slack app to specific channels
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Then, head to **Slack** and add PostHog to **specific Slack channels**. To do this:
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1. In the Slack [channel header](https://slack.com/help/articles/360059928654-How-to-use-Slack--your-quick-start-guide#channels), click the top right menu and click **Open channel details**
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2. Navigate to the **Integrations** tab
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3. Click the **Add an app** button
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4. Under **In your workspace**, click **PostHog**
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<AddSlackToChannel/>
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### 3. Creating a new Slack subscription in PostHog
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@@ -0,0 +1,6 @@
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Then, head to **Slack** and add PostHog to **specific Slack channels**. To do this:
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1. In the Slack [channel header](https://slack.com/help/articles/360059928654-How-to-use-Slack--your-quick-start-guide#channels), click the top right menu and click **Open channel details**
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2. Navigate to the **Integrations** tab
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3. Click the **Add an app** button
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4. Under **In your workspace**, click **PostHog**
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@@ -0,0 +1,10 @@
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Starting in PostHog, you can add the PostHog Slack app to your workspace in [your project settings](https://app.posthog.com/settings/project#integration-slack).
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<ProductScreenshot
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imageLight = "https://res.cloudinary.com/dmukukwp6/image/upload/allow_slack_bb68272218.png"
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imageDark = "https://res.cloudinary.com/dmukukwp6/image/upload/allow_slack_bb68272218.png"
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classes="rounded"
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alt="Allow PostHog Slack app permissions"
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/>
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The PostHog Slack app will require some basic permissions which you can grant by clicking the **Allow** button.
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@@ -6,6 +6,9 @@ showStepsToc: true
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import Tab from "components/Tab"
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import Beta from './_snippets/beta.mdx'
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import AddSlackToWorkspace from './_snippets/add-posthog-to-slack-workspace.mdx'
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import AddSlackToChannel from './_snippets/add-posthog-to-slack-channel.mdx'
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<Beta />
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<Steps>
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@@ -62,7 +65,11 @@ Once verified, you'll see a green check mark in your settings.
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</Tab.Panel>
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<Tab.Panel>
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> Slack support is coming soon. If there are other channels you'd like to see supported, please [let us know](https://app.posthog.com/workflows#panel=support).
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A Slack connection enables you to deliver messages to a Slack channel.
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<AddSlackToWorkspace/>
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<AddSlackToChannel/>
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</Tab.Panel>
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<Tab.Panel>
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@@ -67,12 +67,12 @@ Now that we have a trigger that can initiate the workflow, we need to add an Dis
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<Tab.Group tabs={[
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'Email',
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'Twilio',
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'Slack',
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'Webhook']}>
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<Tab.List>
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<Tab>Email</Tab>
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<Tab>Slack</Tab>
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<Tab>Twilio</Tab>
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<Tab>Webhook</Tab>
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</Tab.List>
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<Tab.Panels>
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<Tab.Panel>
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@@ -103,6 +103,20 @@ The email template has access to event and person properties of the trigger even
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</Tab.Panel>
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<Tab.Panel>
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Drag a **Slack** dispatch beneath the trigger, into the workflow. Then, click on the Slack block to configure it.
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In the Slack step, you'll need to configure the following:
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- **Slack workspace**: Select the Slack workspace you connected to when you configured your Slack workflow channel.
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- **Channel to post to**: This is the Slack channel messages will be delivered to.
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- **Emoji icon**: Optional emoji for the bot.
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- **Bot name**: Optional name for the bot.
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- **Blocks**: Optionally define [blocks](https://docs.slack.dev/block-kit/) to compose your message.
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- **Plain text message**: The content of your Slack message. You can use templating variables like `{{ event.event }}` to include event properties in the message.
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</Tab.Panel>
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<Tab.Panel>
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Drag a **SMS** dispatch beneath the trigger, into the workflow. Then, click on the SMS block to configure it.
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In the SMS step, you'll need to configure the following:
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@@ -114,11 +128,6 @@ In the SMS step, you'll need to configure the following:
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| **Recipient phone number** | The recipient's number. If your workflow is triggered by an identified event, use `{{ person.properties.phone }}` to reference it from [person properties](/docs/product-analytics/person-properties). |
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| **Message** | The content of your SMS message. You can use templating variables like `{{ event.event }}` to include event properties in the message. |
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</Tab.Panel>
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<Tab.Panel>
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> Webhook support is coming soon. If there are other channels you'd like to see supported, please [let us know](https://app.posthog.com/workflows#panel=support).
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</Tab.Panel>
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</Tab.Panels>
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</Tab.Group>
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