Connect Slack or Teams
Collabase uses the same connections as the automation steps Send Message and Send Direct Message.1
Create the connection
Create a Slack connection (a bot token) or a Teams connection (tenant, client ID and client secret) under Automation → Connections. For Slack the bot needs the scopes to read a user by email address and to send direct messages.
2
Choose it for notifications
Go to Administration → Notifications. Under Chat workspaces, choose the connection for Slack or Teams. Collabase checks that the credentials work before it saves.
What people get
After the connection is set up, Chat appears as a column under Profile → Notifications. People link their own account there; Collabase finds it by their email address. A message carries who did something, the object and where it lives, an excerpt and a link that opens it in Collabase, in the person’s language. Chat follows the person’s choice of immediate or daily delivery, bundles events of the same object and holds back floods like email does. A daily summary goes out as one message.- Security notices never go to chat.
- Without a linked account, or when the link stops working, the message goes out by email instead, if email is on for its category. The person sees Check the chat connection in their settings and a notification.
- Chat replaces email for that event. Nobody gets both.
Urgent items
A mention, an assignment of a work item or of a to-do in a page, and a requested approval count as urgent. If an urgent entry is still unread and not archived after 30 minutes, the person gets it once more by chat, or by email if they have no chat, even when they chose a daily summary. A person can switch this off under Profile → Notifications → Remind me about urgent items. It is on by default. The rule is fixed and cannot be changed per category.Report to a channel
Whoever may manage the settings of a space opens Space settings → Chat channels, adds a channel and chooses the categories it receives, for the whole space or for one project. Collabase sends a first message to the channel, so a wrong channel ID or a missing bot shows right away.- Slack: the channel ID, such as
C0123456789. Add the bot to the channel first. - Teams: the team ID and the channel ID separated by a slash.