Create Slack Task
You can create plan tasks to deliver messages to specific Slack channels to which you have access. These tasks are helpful for informing a set of stakeholders across your organization about the execution of your plans.
A Slack task is a message from Designer Cloud Powered by Trifacta Enterprise Edition to a specified Slack workspace channel.
A Slack task is defined as one of the tasks in a plan. For more information, see Plan View Page.
This capability may need to be enabled in your environment. For more information, see Overview of Operationalization.
For more information on how to orchestrate sequences of tasks, see Overview of Operationalization.
Limitations
You can only post messages to Slack channels.
HTTP-based requests have a 30-second timeout limit.
Authentication must be made through OAuth.
Tip
You can also create HTTP tasks to deliver messages to a Slack channel. See Create HTTP Task.
Prerequisites
Requirements for Slack
To send a message to Slack, you must create an app in the target workspace for the Slack channel to receive the message.
This Slack app must support OAuth authentication.
For more information, see https://api.slack.com/apps.
Steps
Open your plan in Plan View. Click a node to create a new task.
In the right panel, select Slack task.
In the Request tab, set the following parameters:
Parameter
Description
OAuth token
The OAuth token to use for posting the message.
Channel
Paste one of the following values from the Slack workspace for where to post the message:
Channel Name: Name of the channel as it appears in Slack.
Channel ID: This value is available in the Settings page for the channel.
Member ID: You can post the message to a specific user instead of posting to a channel. A user's member ID can be found in the user's Profile page in Slack.
Message
The message to post.
Tip
Messages can include metadata information about the tasks in the current plan run. For more information, see Plan Metadata References.
To test the message, click Test. A success message is displayed.
You can rename the task. click More menu > Edit in the right panel.
To add the task to the flow, click Save.
Plan metadata references
Within the message of your Slack task, you can reference metadata about the plan that is being executed. For more information, see Plan Metadata References.