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Supercharge Your Slack Productivity: Discover Hacks and Tips for Managing and Automating Your Workflow with Slack and Slack Bots
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Author
Publisher
Packt Publishing, Limited
Publication Date
2021
Language
English
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ISBN
9781800565333
180056533
180056533
Table of Contents
From the eBook
Cover
Title Page
Copyright and Credits
Dedication
Contributors
Table of Contents
Preface
Section 1: Slack Overview
Chapter 1: Getting Started with Slack
What is Slack?
Why communication spells success
The digital communication tool you need
Understanding the platform
The founding story
The anatomy of a Slack workspace
Workspaces
Channels
Topics and descriptions
Direct messages
Calls
Threads
Reactions
Mentions
Notifications
Search
Apps
File sharing
Main menu
Sidebar
Statuses
Slack versus other tools
Slack versus email
Perfect examples of when to use Slack
Perfect examples of when to use email
The pros and cons of utilizing Slack
The pros of Slack
The cons of Slack
Slack versus Microsoft Teams
Summary
Chapter 2: Setting Up Your Slack Workspace
What is a workspace?
Slack's many features for collaboration
A Slack workspace as a digital office
Workspaces and Slack plans
Downloading Slack applications
Different options for use
Downloading your application choice
Logging in to Slack
Signing in with your email account
Signing in with Google
Signing in with multiple workspaces
Setting up your profile
What is a workspace primary owner?
Creating a Slack workspace
Creating your profile
Growing your workspace
Inviting and tracking team members
Team member notifications
Joining a Slack workspace as a new member or guest
Understanding roles and permissions
Owner
Admin
Members
Multi-channel and single-channel guests
Migrating existing workspaces to your organization
Slack for remote teams
Summary
Chapter 3: Slack Features, Tips, and Tricks
A simple versus powerful Slack application
The importance of intentional communication.
Paid versus free Slack features
The free option
The paid options
Effective communication in Slack
Stylistic choices for adding urgency or excitement
Listicles for any occasion
The power of @
Sharing your screen through Slack
Using reactions for polls
Referencing a past Slack message
Types of channels
Public versus private Slack channels
External Slack channels
Joining Slack channels
Slack channel prioritization
Slack features that increase productivity
File features
Message features
Search features
Channel features
Personal Slack features
Learning how to maintain a published Slack app
Muting notifications
Cleaning up Slack channels
Using reminders
Admin and account maintenance
Most useful Slack shortcuts and customization
Customizing your workspace
Notification tricks
Default Do Not Disturb hours
Keyword notifications
Summary
Chapter 4: Onboarding Your Team to Slack
Setting up 2FA
How 2FA works
Signing up with an authentication app
Signing up with an SMS message
Slack etiquette and team knowledge
Minimal messages are key
Utilizing the proper channel
Threads, threads, threads
Direct messaging for individual conversations
Keeping conversations brief and succinct
An emoji is worth 1,000 words
Respecting the Do Not Disturb sign
Customizing Slack to suit your team
Aesthetic
Creating your own emojis
Functionality
Departmentalizing Slack
Organizing channels
Improving company culture with Slack
Why Slack is an optimal cultural tool
Setting the tone
Hosting a Slack meeting
Storage on Slack
Slack Stats and Analytics
Analytics dashboard
Summary
Chapter 5: Using Slack Externally with Live Chats, Guests, and Partners
Inviting guests to your workspace.
Multi-channel guests versus single-channel guests
Slack Connect
Sharing a channel with external organizations
Integrating workflows with shared channels
Working with outside partners and freelancers
Single-member teams
Sharing Slack etiquette and the team knowledge base
Setting rules and expectations
Why not email?
Slack communication with clients and customers
Tips for how to manage your clients in Slack
Interactive live Q&
A in Slack
Prep an Ask me Anything session
Video conferencing
Utilizing Slack for support teams
File sharing
Summary
Section 2: How to Use Third-Party Applications and Bots
Chapter 6: Your Workspace Slackbot
What's Slackbot?
Getting the most out of Slackbot
How to get the most out of Slackbot
Responding to mentions
Setting personalized reminders and tasks
Adding automatic responses
Bringing Slackbot to your threads
Building FAQs with Slackbot
Utilizing Slackbot for your clients
Customizing your Slackbot responses
Workspace language
Creating fun interactions
Summary
Chapter 7: Integrating Your Favorite Tools
What is the Slack App Directory?
Getting apps into your Slack workspace
The Slack app approval process
Using apps in Slack
Using Slack apps to improve your work culture and onboarding process
Simple Poll
Donut
Giphy
Zoom
Troops
The most common Slack apps and integrations
Google Drive
Dropbox
Outlook Calendar
GitHub
Twitter
Summary
Chapter 8: Automate Your Workflow with Zapier
What is Zapier?
Zapier's communication tools
Choosing the right plan
How to integrate Slack and Zapier
Connecting Zapier with Slack
Utilizing Zapier's tools in Slack
Triggers
Actions
Automating your workflows with Zapier
Zaps
How to create a Zap.
Using Zapier for teams
Popular Zaps
Exploring Push by Zapier
Setting up Push by Zapier
Zapier based on your business
Project management
Customer support
Social media
E-commerce
Summary
Chapter 9: Slack API, Webhooks, Block Kit, and Sandboxes
What is a Slack API?
Types of APIs
The RTM API
What is the Webhook API?
Setting up and creating incoming Webhooks
Sending messages using Webhooks
Interacting with your Webhooks
How to use Block Kit
Building blocks
Block elements
Button elements
Checkbox groups
Date picker elements
Image element
Time pickers
Types of blocks
Configuring a Slack API sandbox
Enter sandbox
Setting up your sandbox
Installing Simple IdP
Summary
Section 3: How to Build Your Own Bots
Chapter 10: Building Your Own Bot
Slackbot versus regular bots
Creating a bot user
Building your bot user
Setting up Events API access
Bringing the bot to your workspace
Creating an app
Building and hosting your bot
Setting up bot tokens
Finding the right scope(s)
Authorizing OAuth permissions
Putting your bot into action
Scheduled messages
Slash commands
Using existing frameworks
Block Kit
The Bolt framework
Testing and pushing your bot live
Testing
Updating
Summary
Chapter 11: Building Your Own BotBuying, Building, and Outsourcing Your Bot
Benefits of building your own Slack bot
Using external and paid frameworks
Botkit
Microsoft Bot Framework
Amazon Lex
Benefits of buying your own Slack bot
Brilliant bots for your workspace
Understanding the cost and time to outsource a bot
Finding freelancers
Using Upwork to hire Slack professionals
Cost for hiring a Slack professional
Summary
Chapter 12: Distributing Your App in the Slack App Directory.
Preparing your Slack app for submission
Apps unsuitable for the App Directory
App submission checklist
Submitting your Slack app for review
Maintaining, updating, or discontinuing your published app
Expectations for your published app
Updating your published app
Removing or discontinuing your app from the directory
Summary
About PACKT
Other Books You May Enjoy
Index.
Excerpt
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Author Notes
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