A good advantage of Slack integration is that notifications can be sent via Slack instead of email. It is faster, more convenient, and offers better flexibility to our users.
This article will cover the main points of the integration with Slack.
TABLE OF CONTENTS
- Establishing Integration with Slack
- Receiving Notifications in Slack
- Conducting Communications
- Downloading Documents in PDF Format
Establishing Integration with Slack
You can easily integrate your company in Precoro and your Slack workspace to work with the documents from any place.
Follow these easy steps to integrate Precoro with Slack:
- Go to the Slack Integration page.
- Click on the Add Precoro to Slack button.
- In the new tab, you will be requested to give Precoro permission to access your Slack workspace. Press Allow when ready.
You will receive a notification on Slack after the integration has been added to your workspace.
4. Press the Map users button to synchronize users in Precoro with your colleagues in the Slack workspace. Please note that only matching emails will be synced.
After the mapping process, users who are not in your Slack space will receive the Not Integrated status as those users do not exist in Slack. With the subsequent user mapping, those who had Not Integrated status will be mapped again in case you have added the user in your Slack space.
On the User Management page, you can also see the Slack tab in the Integrated with field, which helps you identify those who are integrated and those who are not.
5. Well done! You have finished setting everything up for the integration with Slack.
Receiving Notifications in Slack
There are three types of notifications you can receive in Slack:
1. Document is waiting for your approval
Whenever your colleague creates and sends a document for your approval, you get a Slack notification about it.
To submit your choice, click on the Approve or Reject button.
If you have to take a closer look at the document before making a decision, press the Open document button to open it in Precoro.
If your colleague has attached a file to the document in Precoro, you will be able to check it in reply to the main notification.
2. Approval Reminder
You receive this type of notification according to your Daily Reminders schedule. It shows you the documents that need your approval.
3. Document is waiting for your decision
This notification presents the list of all documents that need your attention. The list includes:
- documents that need to be approved
- Invoices, which need to be paid
- revisions that need to be confirmed.
This notification is also sent according to the Daily Reminders schedule.
4. Document has been Approved or Rejected
When the decision regarding the document has been made you will see the following useful information in the Slack notification regarding its status and data, so you will always have the relevant information at your disposal.
Send comments and reply directly in Slack to communicate with your colleagues:
- Leave a comment in a document sent for approval in Precoro, and the approver will receive your message.
- Add comments directly in Slack. The comment will be automatically added to the corresponding document in Precoro.
- Tag the right users and add them as followers to the documents in Precoro.
Downloading Documents in PDF Format
Now approvers can check the items in the documents they approve even from their mobile devices.
You can download a PDF version of any document through Slack approval notifications. To find a PDF version of a document, open the Thread messages.
Please note that to download a PO document in the Slack notification message, you ought to allow the download in the settings.
If you wish your employees to receive a PDF-format PO document through the Slack notifications, go to the Order Printing Configurations and activate the Download while Purchase Order pending feature.
1. Should each user connect to the Slack workspace individually?
No, integration with Slack in the Precoro company is established once and for all users. Usually, it is an Integration Manager or any other Manager with a Configuration role in Precoro who can set the Integration between Precoro and Slack.
2. I have access to multiple companies in Precoro. How does integration with Slack work in this case?
Precoro provides two types of integration:
- you can sync all of your companies with one workspace in Slack.
- or you can connect each of your companies to a different workspace in Slack.
Mostly, it depends on how your organization is structured.
Contact your Customer Success Manager if you would like to integrate Precoro with different Slack workspaces for each of the companies you have access.
3. I have turned off email notifications in Precoro. Will I get Slack notifications?
Yes, you can turn off email notifications from Precoro but stay up-to-date and approve documents from your Slack.
4. I cannot map users of my company in Precoro with users in the Slack workspace. What could be a problem?
Accounts are connected via user emails, which requires you to use the same email in Precoro and in Slack.
Also, do not worry about capitalization. You will be able to map users even if their emails have different capitalizations in Slack and Precoro.
5. How do I set up the notification schedule?
To build your daily reminders schedule, please follow the steps described in this article: How to Set Up Daily Reminders.