Skip to main content

Add a Slack Bot to Configure SmartDraw Slack Notifications

  • Updated

You can notify users about a note or comment using Slack. To set this up, you need someone with administrator privileges to your organization's Slack account to set up a bot and then configure SmartDraw to use this bot. Follow the steps outlined below. 

 

Create a Bot for Your Slack Instance

  1. From a browser, go to https://api.slack.com/apps/
  2. Near the top-right of the page, click the Create New App button.

    slack-api.png
     
  3. In the Create an app window, click the From a manifest option.

    create-slack-app.png
     
  4. In the Pick a workspace panel, choose the workspace appropriate for your use of SmartDraw and click Next.

    select-workspace-app.png
     

  5. The next page will prompt you to Create app from manifest. Delete all the text in the example manifest it shows. Copy the text below, then paste it into the manifest prompt then click Next.
     

    {
   "display_information": {
       "name": "SmartDraw Mentions",
       "description": "Allows SmartDraw to notify users about mentions in SmartDraw documents",
       "background_color": "#1948d4"
   },
   "features": {
       "bot_user": {
           "display_name": "SmartDraw Mentions",
           "always_online": false
       }
   },
   "oauth_config": {
       "scopes": {
           "bot": [
               "chat:write",
               "im:write",
               "users:read.email",
               "users:read"
           ]
       }
   },
   "settings": {
       "org_deploy_enabled": false,
       "socket_mode_enabled": false,
       "token_rotation_enabled": false
   }
}

     

  6. When you arrive at the Review summary & create your app page, click the Create button.

    review-app.png
     
  7. On the Basic Information page that follows, scroll towards the bottom until you see the Display Information section.  

    Download the SmartDraw icon from https://www.smartdraw.com/common/img/smartdraw-logo-slack.png

    Then, in the App icon & Preview, click the + Add App Icon button to upload the icon.
  8. In the left navigation area, find Features, click OAuth & Permissions.

    OAuth.png
  9. In the OAuth Tokens section, and click the Install to <your workspace> button.
  10. When prompted with “Bot is requesting permission to access the workspace”, click Allow.
  11. When the OAuth & Permissions page appears again, find the OAuth Tokens section, and copy the text in the Bot User OAuth Token section using the Copy button.  This is the value that you'll need to configure in SmartDraw to allow SmartDraw to send mentions into Slack.

    oath-token.png

Configure SmartDraw to use the Slack Bot

Now that your bot has been added to Slack, the bot’s OAuth Token must be made known to SmartDraw.  To  accomplish this:

  1. Open the SmartDraw application.
  2. At the bottom left of the app, click My Account.
  3. In the left-side navigation area, click Integrations.
  4. Scroll until you reach the section Slack.  Click the Connect button.
  5. Paste the token you copied in the previous section, then click the Save Token button.

slack-configuration.png

Your Slack Bot has now been configured to allow SmartDraw to send mentions to users in Slack when they are not editing the document at the time of the mention.

Read this article about tagging collaborators using mentions in SmartDraw.