What is included in the Slack integration?

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With two of your most important workspaces connected, you can save time and improve the way you share data assets with your team.

Once you integrate Slack with Atlan you can do all of the following β€” all without leaving Atlan!

  • Share data assets on Slack.
  • Link important Slack threads to Atlan assets.
  • Start Slack conversations.

When users share assets on Slack (like assets, glossaries and saved queries) Atlan provides an embedded preview and context for the asset directly in Slack.

πŸ’ͺ Did you know? To use all of the features outlined, each user needs to connect their individual Slack account to their Atlan profile.

Ask questions about assets, without leaving Atlan

To ask questions about assets on Slack, without leaving Atlan:

  1. From any asset, click the Slack icon.
  2. From the Ask a question dialog:
    1. For Channel choose the Slack channel where you want to post your question.
    2. For Question enter the question you want to ask on the Slack channel.
  3. Click the Send button to post your question to Slack.

Your question is now on Slack and linked to the asset for future reference! πŸŽ‰

Add existing Slack discussions to assets

Ever discussed a data asset in Slack? It's important to bring that context back to your asset.

From within Slack

To add existing discussions in Slack into Atlan, from Slack:

  1. On any discussion in Slack, open the context menu for actions and click Send to Atlan.
  2. Find the asset you want to link the discussion to:
    1. For Title enter a brief summary of the discussion.
    2. For Asset Types select the type of asset you want to link the discussion to.
    3. For Asset start typing in the asset you want to link the discussion to. Slack will run a search against Atlan and give you a list of options β€” select your asset from the list.
  3. At the bottom right of the dialog, click the Submit button.

Your existing discussion on Slack is now linked to the asset for future reference. And Atlan has even updated the discussion thread with a link to the asset for everyone's convenience within Slack! πŸŽ‰

From within Atlan

To add existing discussions in Slack into Atlan, from Atlan:

  1. From the asset, on the right of the screen, click the Slack sidebar icon:
    • If there are existing discussions on the asset, to the right of Slack Conversations, click the Add link.
    • If there are no existing discussions on the asset, click the Add Slack Thread button.
  2. In the Add Slack Thread dialog, under the Link heading, paste the link to the Slack discussion.
  3. Under the Title heading, write a brief description of the discussion. This will only be displayed to users who have not linked their Slack account.
  4. At the bottom of the dialog, click the Add button.

Your existing discussion on Slack is now linked to the asset for future reference! πŸŽ‰

Start direct chats from Atlan user profiles

To start a direct chat with another Atlan user:

  1. Hover over any user profile.
  2. In the resulting dialog, click the Say Hi Slack icon next to the user's name.

You are now in a direct chat with that user in Slack! πŸŽ‰

Query Atlan from within Slack

Find terms

To search for terms in Atlan from within Slack:

  1. Enter /search-term <search words>.
  2. Review the results (only visible to you).
  3. Send any result(s) you want to the channel.

You've now shared terms with others without ever leaving Slack! πŸŽ‰

Find queries

To search for queries in Atlan from within Slack:

  1. Enter /search-query <search words>.
  2. Review the results (only visible to you).
  3. Send any result(s) you want to the channel.

You've now shared queries with others without ever leaving Slack! πŸŽ‰

Provide context for any asset link

Other times you may have a link for an asset already. You can do more than just share the link β€” Atlan's bot will expand the context of that link directly in Slack.

To provide detail for an asset in Slack:

  1. Paste an asset link into Slack, along with any other context in your message.
  2. The Atlan bot will expand the link with a card of contextual metadata.

The channel can now understand the basics about the asset without ever leaving Slack! πŸŽ‰

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