If your organization requires approval for you to install the Atrium Slack application, you will see a message telling you this during the installation flow. You will run into this limitation if your organization has the "Require App Approval" setting, pictured below, turned On. Ready to get started? AUTHORIZE SLACK HEREĭepending on your organization's Slack security measures in place, you may not be able to install the Atrium Slack App yourself without assistance from a Slack Workspace Owner. We have a dashboard purpose-built for this meeting, and we've made a video showing you how we set up a distribution of this Dashboard in Slack: Once on the Dashboard, click the three-dot menu in the top right that looks like "." and there you will see Schedule Slack Upd ates.įrom there, you simply need to select the frequency and time at which the Slack notification should be sent, as well as which individual(s) or channel(s) you would like for the dashboard to be sent to.Īs an example, every Monday morning our CSM team huddles to discuss goals for the week. Start by navigating to a dashboard you would like sent to Slack (if you prefer, you can also send Alert Feeds and Opp Health Views to Slack using a nearly identical process). The first thing you will want to do is authorize Slack from the Atrium Integrations page by clicking here.Ĭlick on the green "Allow" button, which will take you through a 5 second authorization flow, and you are done! Sending Your First Slack Notification Below we've outlined the process for authorizing Slack and setting up your first Slack distribution, as well as some important best practices! Share Dashboards, Alert Feeds and Opp Health Views with yourself or members of your team, or broadcast them to the same Slack channels already built for your team or leadership group.
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