Integrations
Platform
Slack
22 min
ashby’s integration with slack lets your team get notifications as messages from the ashby bot in addition to email, with minimal setup required your use of ashby’s integration with slack is governed by the same terms and conditions as your use of other ashby services if you have an ashby subscription, see our https //www ashbyhq com/resources/terms and https //www ashbyhq com/resources/terms for more information otherwise, please contact your account manager with any questions permissions we request from slack the ashby integration accesses the following scopes channels\ read view basic information about public channels in a workspace channels\ manage manage public channels that your slack app has been added to and create new ones chat\ write post messages in approved channels & conversations chat\ write public send messages to channels ashby bot isn't a member of files\ write upload attachments (used by scheduled dashboards) groups\ read view basic information about private channels that ashby bot has been added to groups\ write manage private channels that ashby bot has been added to and create new ones im\ read view basic information about direct messages ashby bot has been added to im\ write start direct messages with people mpim\ read view basic information about group direct messages that ashby bot has been added to mpim\ write start group direct messages with people users\ read view people in a workspace users\ read email view email addresses of people in a workspace how our integration works with slack the integration for slack allows your team to receive ashby notifications via dms or channel messages once enabled the ashby bot will notify you in slack as seen here untitled png (1502×888) 2022 08 17 at 8 40 49 am jpg enabling the integration you can enable this integration from ashby’s https //app ashbyhq com/admin/integrations/slack please note, you must be an admin in your team's slack workspace to enable this this is a global integration, so everyone on your team will be able to get notifications without additional setup slack in ashby admin png here’s a screencast showing the steps when integrating slack with ashby integrate slack gif configuring notifications once the integration is enabled, your team will be able to add slack as a notification channel from their https //app ashbyhq com/settings/notifications our integration defaults to not having notifications sent to slack, so you should prompt your team to activate them after enabling our integration slack personal notifications png ashby on slack after you set up the https //app ashbyhq com/admin/integrations/slack , you'll start receiving messages from the ashby bot ashby bot in slack png how alerts work with slack for more on setting up alerts, check out docid\ fckr kkhnmjz6vuu3krvw and docid\ lpiy1g30dqmr35jmvlwcm alerts is a reporting feature that allows report delivery to team members, either periodically (for example, once a week), or immediately if a new record is added or removed from the report if you have the slack integration in place, you can opt to have reports sent to a user, or to a slack channel setting up an alert once you’ve created a custom list report and save it, you’ll see the alerts option in the top right corner click this to start setting up your alert on the pop up, you can configure your alert settings send determine whether you are sending the entire list, only records that have been added, or only records that have been removed when sending this report you can also determine whether the report should be sent as soon as records are added or removed, or periodically deliver by determine whether the alert should be sent via email or slack deliver determine the users or channels the alert should be sent to if you are sending the alert to a private channel, you will have to type out the full name of the private channel before it will show as an option this is to avoid private channels from being shown needlessly title the title of the slack message message the body of the message send from slack alerts will always be sent from ashby attach choose whether you’d like to attach the csv file to your message how the alert appears in slack the title will show in bold at the top of the message and fields within the custom report (along with any additional information added to the message) will be shown underneath slack interviewer reminders you can configure interview reminders to be sent to interviewers via slack, as well as email you can set these up as part of your {{scheduling defaults}} or within individual interview activities to set up slack interview reminders as part of your scheduling defaults navigate to admin > interviews & scheduling > scheduling defaults click on the reminders tab click add interviewer reminder select slack and determine when the reminder should be sent and the template to be used you will have the option to preview the reminder to set up slack interview reminders as part of a schedule interview activity head to jobs > admin and select the job in question on the interview plan tab of the job, select the schedule interview activity you’d like to add the reminder to click on the reminders tab click add interviewer reminder select slack and determine when the reminder should be sent and the template to be used you will have the option to preview the reminder slack interview channels you can configure private slack interview channels to be automatically created upon the initial scheduling of an interview for a job consideration these provide a place for interviewers, hiring team members, and/or specific users to communicate and share relevant information about interviews as needed once the first interview is scheduled for the candidate, interviewers and any other specified users will receive an invitation from the ashby app via slack to join the interview channel once the candidate has been archived or hired, the created slack channel will be archived automatically channels are set up per job consideration and cannot be shared across multiple candidates or job considerations configuring slack interview channel creation interview activity for more on configuring interview activities, check out navigate to your interview activity by heading to the interview plan tab and clicking on the activity within the interview plan stage head to the communication tab at the bottom of the page, enable the configure slack option from here, you’ll be able to configure interview activity specific settings for the slack channel channel title configure the name of the channel that will be created for the interview here you can click the t icon to add in substitution tokens add hiring team roles interviewers on the panel will be added to the channel by default but you can add hiring team roles here to add users in those roles to the slack channel on creation add specific users if you’d like to specify certain users to also be added to the channel on creation, specify them in the add specific slack users… field invite organizer determine whether or not the person scheduling the interview is invited to the slack channel create after direct booking if you opt to send out a direct booking link to the candidate, you can switch this on to immediately create a slack channel once the candidate has scheduled via the booking link depending on your hiring process and the stage the activity is in, this can be noisy message here you can determine the contents of the slack message to be sent to channel members providing additional information manually scheduled interviews for more on the process of manually scheduling interviews, check out you can set a slack channel to be set up when manually scheduling an interview too on the communications tab of the calendar interface, click the slack channel option then enable the create slack channel option and complete the following fields to configure the slack channel settings channel title configure the name of the channel that will be created for the interview here you can click the t icon to add in substitution tokens add hiring team roles interviewers on the panel will be added to the channel by default but you can add hiring team roles here to add users in those roles to the slack channel on creation add specific users if you’d like to specify certain users to also be added to the channel on creation, specify them in the add specific slack users… field message here you can determine the contents of the slack message to be sent to channel members providing additional information manually generating direct booking links or candidate availability links more can be found on instant direct booking links or candidate availability links docid 8syy2li7vkire 76zrwwm once you’ve generated your instant direct booking link or candidate availability link, click the schedule button on your activity, then view all scheduling options… from here, click the template option enable the configure slack option in the communications tab, then determine the slack channel details using the following fields channel title configure the name of the channel that will be created for the interview here you can click the t icon to add in substitution tokens add hiring team roles interviewers on the panel will be added to the channel by default but you can add hiring team roles here to add users in those roles to the slack channel on creation add specific users if you’d like to specify certain users to also be added to the channel on creation, specify them in the add specific slack users… field invite organizer determine whether or not the person scheduling the interview is invited to the slack channel create after direct booking if you opt to send out a direct booking link to the candidate, you can switch this on to immediately create a slack channel once the candidate has scheduled via the booking link depending on your hiring process and the stage the activity is in, this can be noisy message here you can determine the contents of the slack message to be sent to channel members providing additional information setting default settings in scheduling defaults please note that it’s not possible to enable private slack channels to be configured globally this is to ensure slack channels are only created for the specified interviews and to avoid creating too many slack channels for early stage interviews like recruiter screens if you’d like to specify defaults for creating slack channels, they can be set within admin > interviews & scheduling > scheduling defaults the slack channel section is within the communication tab, and you can set defaults for the channel title, whether hiring team users or specific users should be invited to join the created channel by default, and the slack message sent to the channel faq i completed the setup, why am i not receiving notifications in slack? if the email address on your slack account isn’t the same as the one on your ashby account, you’ll need to tell ashby what email address to use https //app ashbyhq com/settings/integrations how do i reconnect or reauthorize the ashby integration with slack? to disconnect our integration from slack, go to the https //app ashbyhq com/admin/integrations/slack , click deactivate and then deactivate slack then simply follow the docid\ w4wjftj8j0vkkxykl2vqo to connect our integration to slack again how can i request to have my data deleted? ashby doesn’t own your company’s data, and this goes for data we sync from slack through our integration as well if you are an admin in ashby, reach out to us at support\@ashbyhq com and we’ll be happy to help you! otherwise, contact your manager or the person responsible for your ashby instance to make the request on your behalf is there any fee for use of the integration? nope, your ashby subscription includes our integration with slack with no additional fee if you haven’t made the switch to ashby yet, see our https //www ashbyhq com/pricing for more info about our simple, all in one pricing model (please note that slack may have their own pricing for your use of their services, which may include services used by ashby’s integration) can alerts be delivered via slack? you can deliver alerts via slack, both to a specific user or to a slack channel you can read more on configuring alerts and alert delivery at and more about our templates at can slack alerts be replied to and will those replies appear anywhere in ashby? you can now reply directly from slack for the following notification types new note created reply to a note mention in a note the notification will show a reply button click this to open the popover to add in your response once you’ve submitted your response, it will be added to the note on the candidate profile, with a note that the reply was sent via slack can i respond to candidate text messages via slack? you can, yes! similar to responding to notifications, you can click reply on an sms notification in slack, type out your response and then click send reply to send a response text to the candidate without logging into ashby