Slack Two-Way Binding Bot

The Slack Two-Way Binding Bot automates two-way data transfers between a Slate document and a Slack message. Whenever a Slate document or a Slack message is changed, its bound Slate document or Slack message will be automatically updated to reflect the changes made.

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How to set it up

Step 1

Start by configuring the Flow: add documents or forms, create roles and set access permissions before adding the Slack Two-Way Binding Bot

Step 2

Select where you’d like to send a message: a Slack channel or specified team members

Step 3

Select recipients from a Slack list or from document fields

Step 4

Select a channel

Step 5

Select the Slate document field data from which will be used to create a Slack message

Step 6

Check the box to enable two-way binding

Step 7

Set conditions for when the data will be automatically transferred between a Slate document’s fields and a Slack message

Note: The condition displayed indicates that the Bot will be triggered once the specified fields in a Slate document have been completed.

Step 8

Send a Slate with role-based access permissions

Outcome: Whenever data in the selected Slate document’s field(s) is changed, the bound Slack message will be updated to reflect the changes made. This works in reverse as well: if the two-way binding is disabled, the Slack message will be updated based on the Slate Revision. However, data in the Slate document won’t be updated after the Slack message has been edited.

Commonly used conditions for when the Bot acts

When specific fields in a Slate document are completed or empty
When a specific Slate Revision is created
When a recipient with a specific email, name, role or Flow permissions opens a Slate

Requirements

To install the Slack Two-Way Binding Bot, begin by setting up a Flow

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Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!

Mark Mc Nichol

in at the deep end/IATDE

...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.

Brian Del Terzo

Your Credit Life

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Configure the two-way data binding Bot to transfer data between a document and Slack

If you don’t want to spend hours or even days manually transferring data between different sources, workflow automation software is just the thing you need. airSlate offers no-code Bots, software robots that will execute any part of the workflow. Say you need to transfer data between a document and your corporate messenger. This is where the Slack Two-Way Binding Bot will be of huge help.

While you’re using Slack for instant messaging with your team, airSlate ensures automatic document flow management. When linked together, they boost productivity. Let’s consider an example of efficient Slack integration. Imagine you sent out medical insurance forms to employees. The majority of them have already been completed, but you are still waiting for a couple of them that are lingering and unfinished. Instead of checking your inbox, it’s more convenient to continue working and get informed in Slack. And when there are some changes, your employees can make them directly in a Slack message and these changes will be automatically reflected in a document.

Such integrations will have the following results:

Improved productivity
Time saved for more urgent tasks
Human interaction saved for decision making
Cost-saving
Reduced human errors

This two-way data binding Bot will be particularly efficient internally and can be operational in any department, HR, sales, marketing, communications, accounting, etc. In both cases, it opens up new ways for improved business processes.

Bot author	airSlate Inc.
When to install	Install the Slack Two-Way Binding Bot when you need to synchronize data updates between Slate documents and Slack messages. For example, data from an expense approval form submitted by an employee will be reflected in a Slack message sent to an accountant. Whenever the accountant modifies the expense amount in the Slack message, the change will be reflected in the expense approval form.
What the Bot does	Transfers data between fields in a Slate document and a Slack message.
setup duration	on average 5-10 min.
Works on	Post-fill