Slack Workflow Connector
Overview
The Workflow Connector integrates Relyance AI with Slack, enabling collaboration and automatic syncing of workflows across both platforms. This ensures that assessments, tasks, and insights stay in sync, reducing manual updates and potential miscommunication across teams. By pushing Relyance AI workflows into Slack, users can work faster and more efficiently while meeting other teams in the tools they already use, like Slack.
Follow these steps to set up the integration.
Navigate to Workflow Connectors Go to Settings in Relyance AI and select Workflow Connectors from the left-hand menu.
Select Slack Locate the Slack integration in the Workflow Connectors page, marked with the Slack logo and description. You can also view the number of existing Slack connections.
Configure the Connection Click the Slack tile to open the list of connectors. Each connector shows its Connection Status (e.g., Connected, Disabled).
- Add a New Slack Connector
Click Add Workflow Connector in the top-right corner, enter a name for the connector (e.g., "Slack Connector 1"), and click OK.
- Authentication Choose an authentication method. We currently support OAuth2. Click Authenticate. You will be redirected to a Slack site that gives the Slack Workflow Connector access to your current workspace. This workspace can be changed by clicking the dropdown menu in the top right of this screen. Once you’ve allowed the Slack Workflow Connector permission into your workspace, then you can select how you can send notifications from Relyance AI to Slack. You’ll be able to set whether or not you want to notify users of: Mentions in: Insights, Tasks, Assessments, and Data Subject Requests Being Assigned: Insights, Tasks, Assessments, and Data Subject Requests You’ll also be able to set which Slack channel in your workspace these notifications will be sent. This is an example where every type of notification is allowed, and the Slack channel has been changed to “support-team.” Once the notification preferences are set, then press Continue. Now, you’ll be able to see how the Slack Workflow Connector has been configured. Press Finish once these settings are set to your preference.
Slack notifications are supported in public channels only. Notifications will not be delivered to private channels.
Sending Mentions and Assignments to Slack
The Workflow Connector allows you to push comment mentions, Insight/Task/Data Subject Request assignments from Relyance AI into Slack, making collaboration and task tracking communications more efficient. Here’s how to send Relyance AI mentions and assignments to Slack.
Sending an Assignment Notification to Slack
The Slack Workflow Connector will allow you to send any Insight/Task/Data Subject Request assignment to Slack. For this example, let’s send Avi a Slack notification that he’s been assigned an Insight.
Navigate to the “Risks & Insights” tab from the left navigation menu. Then, select an Insight. Under Assignee, type in the desired assignee’s name, or click the drop down menu and scroll down to find the desired assignee.
The Assignee will sent 2 notifications. One is in the channel that was selected during the Slack Workflow Connector set up. The other is from the Relyance AI app that asked for permission during the set up.
Here is the actual message sent both by the Relyance AI app to the individual, and the message sent in the targeted channel. Note that it tags both the assigner and the assignee.
Sending a Mention Notification to Slack
The Slack Workflow Connector will allow you to send any comment mention of a person to Slack. For this example, let’s send Avi a Slack notification that he’s been mentioned in a comment associated with an Insight.
Navigate to the “Risks & Insights” tab from the left navigation menu. Then, select an Insight. Scroll down on the insight drawer on the right until you see the “Status Changes”, “Comments”, and “Attachments” section. Click on “Comments”, then @ mention the desired person in the comment. Feel free to also leave them a helpful message. Once the message is complete, his Save.
The mentioned person will receive one direct notification from the Relyance AI app and a message will be sent to the target slack channel.
Here’s an example of what the Relyance AI app will send to a Slack channel when a user is mentioned in the comment of an insight.