Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Slack to Sana to search and read your channels and direct messages, and send messages in Slack. Find important threads, send updates, manage channels, and stay on top of your team communication without leaving Sana.

In summary, the connector has the following key characteristics:

Category: Communication
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Tools

Tools are the operations the agent can use when you ask Sana about Slack. In practice, the agent may call more than one to complete a single request.

Tool

Add reaction

Archive channel

Browse files

Create a channel

Create reminder

Delete file

Delete message

Edit message

Find user by email

Find user by ID

Get channel details

Get channel history

Get thread replies

Get user details

Invite user to channel

Leave channel

List channels

List emojis

List group conversations

List members in channel

List reminder options

List user group members

List user group options

List users

List workspaces

Post message

Read file

Remove user from channel

Send direct message

Set channel description

Set channel topic

Set status

Update profile

Update user group members

Upload file

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Slack.

Trigger

New Channel Created (Instant)

New Interaction Events (Instant)

New Keyword Mention (Instant)

New Message In Channels (Instant)

New Private Channel Created

New Reaction Added (Instant)

New Saved Message (Instant)

New User Added (Instant)

New User Mention (Instant)

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
identify	Read the connected user's own Slack identity
team:read	Read the name and settings of the connected workspace
channels:read	List public channels and read their details
channels:history	Read message history in public channels
channels:write	Create public channels and manage their topic and membership
groups:read	List private channels the user belongs to and read their details
groups:history	Read message history in those private channels
groups:write	Create private channels and manage their topic and membership
im:read	List the direct message conversations the user belongs to
im:write	Send a direct message to a person
im:history	Read message history in the user's direct messages
mpim:read	List the group direct messages the user belongs to
mpim:write	Send a message to a group direct message
mpim:history	Read message history in the user's group direct messages
chat:write	Send, edit, and delete messages as the connected user
search:read.public	Search messages in public channels
search:read.private	Search messages in private channels the user belongs to
search:read.im	Search messages in the user's direct messages
search:read.mpim	Search messages in the user's group direct messages
search:read.files	Search files the user can access
search:read.users	Search workspace members by name
users:read	List workspace members and read their profiles
users:read.email	Read member email addresses, so a user can be found by email
users:write	Set the connected user's presence
users.profile:read	Read member profile fields
users.profile:write	Set the connected user's status and profile fields
usergroups:read	List user groups in the workspace
usergroups:write	Create and update user groups and their membership
reactions:read	Read the emoji reactions on a message
reactions:write	Add emoji reactions to messages
emoji:read	List the custom emoji in the workspace
files:read	Read files shared in channels and conversations the user can access
files:write	Upload and delete files
reminders:read	Read the connected user's reminders
reminders:write	Create and complete reminders for the connected user
stars:read	Read the connected user's saved items
canvases:read	Read canvases and their comments
canvases:write	Create, edit and remove canvases

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Slack in the list of available connectors

Scroll to the Available connectors section and locate Slack.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Slack card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Slack and approve the requested scopes

You'll be redirected to Slack to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Slack account. Click Continue to complete the setup and start using the connector.

Known limitations

Files: Sana can find files shared in channels and direct messages, read their contents, link you to them in Slack, and share a file you've added to the chat in a channel or direct message. Without file access on your Slack connection, Sana can only reach files in channels the Pipedream app has joined. Sana can read the following file formats: pdf, jpeg, jpg, png, gif, webp, txt, html, docx. Files that only link to content stored elsewhere, such as a Google Drive link, cannot be opened.
Older connections: Reading and searching direct messages, reading files beyond the channels the Pipedream app has joined, and searching for files and people need permissions added to the Slack connection after it launched. If you connected Slack before then, reconnect it on the Connectors page. In some workspaces a Slack admin has to approve the new permissions first.
Scheduled messages: Sana can schedule a direct message or group DM, but not a channel message, and cannot list, change or cancel a scheduled message. Manage scheduled messages in Slack.
Reminders: Sana can create Slack reminders for you and list the ones you have, but cannot mark them complete or delete them. Manage existing reminders in Slack.