Use Notebooks with Slack

One of the challenges of collecting feedback on designs is communicating the need for feedback. To connect your notebooks to the stakeholders who can help you, admins can set up Notebooks to post in Slack when you request a review.

Only admins for both Notebooks and Slack can install the Notebooks + Slack integration, set default channels for the organization, and disconnect the integration. Additionally, only project owners can set default channels for their projects. Any member contributor can share notebook review requests in Slack and change or remove channels their reviews post to.

Install the Notebooks + Slack integration

If your organization already uses the Slack integration for Branches, you're halfway to having it set up for Notebooks. Even if you don't have the integration installed yet — or don't have a Branches subscription — it's easy to get it set up.

If you have Slack installed for Branches:

  1. Open the Abstract app (desktop or web).
  2. In the left side navigation, click on the organization name.
  3. From the dropdown, select Organization Settings.
  4. Click the Integrations tab.
  5. Click the Slack tile.
  6. Click Update Slack.

You're all set up! You can start posting reviews to Slack right away, or you can set the defaults for your organization or projects.

If you do not have the Slack integration installed for Branches, or you do not have a Branches subscription:

  1. Open the Abstract app (desktop or web).
  2. In the left side navigation, click on the organization name.
  3. From the dropdown, select Organization Settings.
  4. Click the Integrations tab.
  5. On the Slack tile, click Connect.
  6. Slack opens in your web browser. Enter the name of the workspace you want to connect to Abstract or use the dropdown menu in the top right corner to choose between multiple workspaces.
  7. If prompted, sign in with your Slack credentials.
  8. Click Allow.

Abstract and Slack are now connected! You can start posting reviews to Slack right away, or you can set the defaults for your organization or projects.

Set your default Slack channels

After connecting Notebooks and Slack, you can choose the public channels that will automatically appear for notebook review requests in your organization or project. You can set up as many as five default channels for the organization, as well as five channels for specific projects.

If you have defaults set on both, the project defaults override the organization defaults. Users can also change or remove the channels when they create a review request.

For security purposes, Abstract only posts to public channels.

Set the default channels for your organization

To set the default channels for your organization:

  1. In the left side navigation, click the organization name.
  2. From the dropdown, choose Organization Settings.
  3. Choose the Integrations tab.
  4. Click the Slack card.
  5. In the Default Slack channels field, enter the names of the channels you want to set as default for the organization.

The channels you selected are now set to default for the organization. For any project where no defaults are set, the organization-level channels appear when users request reviews for notebooks in that project.

Set the default channels for your project

For any project you have created, you can set the default Slack channels. The defaults you set on the project will override the organization defaults.

You cannot update project-level Slack settings unless Slack has been connected (or upgraded) to your Abstract subscription and you are the project owner or an admin.

To set the default channels for your project:

  1. Find the project you want to set defaults for. You can do this in one of three ways:
    • In the left navigation bar, select one of your favorite projects.
    • In the left navigation bar, select Projects and search for the project you want to work with.
    • In the left navigation bar, enter the name of the project you want to work with in the Jump to... field.
  2. In the upper right corner of the project page, click the More Options  icon.
  3. From the dropdown menu, select Project Settings.
  4. In the Slack channel field, the default channels for your organization appear, if any.
  5. If needed, remove the organization-level default channels by clicking the Remove Channels icon next to the channel name.
  6. In the Default Slack channels field, enter the names of the channels you want to set as default for the project.

Admins can also administer per-project Slack channels from the Integrations tab of the Organization Settings.

Share notebooks review requests in Slack

Once Slack has been set up for your organization, you can post review requests to up to five public Slack channels automatically.

When the review request posts in Slack, it provides the following information:

  • Review title
  • Notebook name
  • Name of the person who requests the review
  • First 200 characters of the review request
  • Name of the requested reviewers

You can use the default organization settings, the default project settings (which override the organization settings if present), or you can choose the public channels you prefer. You can also remove all channels if you don't want to post the review request to Slack.

For security purposes, Abstract only posts to public channels.

To post a notebooks review request to slack:

  1. Request a review.
  2. Before you click Request Review, expand the Choose Slack channels field.
  3. In the Slack channel field, review the channels that appear by default.
    • If needed, remove channels by clicking the Remove Channels icon next to the channel name. (If you don't want to post to Slack at all, remove all the channels.)
    • If desired, enter the names of any public channels you want to post to. You can up to five total public channels.
  4. Click Request review.

Notebooks posts to the channels listed you selected (or to no channels if you removed them all).

If someone accesses the review from Slack but doesn't have a Notebooks account, they'll be prompted to create a Viewer account. After they do this (and, for organizations with account verification, after the account setup request has been approved), they'll be taken immediately to the review they wanted to see.

Change or remove Slack channels

If your project or organization's default Slack channels don't work well for your review, you can change or remove them.

When you create a review request, click the Remove Channels icon next to the channel name in the Choose Slack channels filed to remove them. You can then use the Slack channel field to add new public channels. Notebooks can post to up to five total public Slack channels.

Alternatively, if you don't want to post the review request to Slack at all, remove all channels before you send your review request.

Disconnect the Notebooks + Slack integration

Only admins can disconnect integrations. If you disconnect Slack from Notebooks it disconnects from Branches, and vice versa.

To disconnect the Slack integration:

  1. In the left side navigation, click the organization name.
  2. From the dropdown, choose Organization Settings.
  3. Choose the Integrations tab.
  4. Click the Slack card.
  5. In the Connection status field, click Disconnect.

Notebooks and Slack are now disconnected. All default channels are removed from both the organization and any projects. If you decide to connect Notebooks and Slack again in the future, you will need to set up default channels again.

 

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