All Collections
User Guide: OKRs
Automation
Send Slack notifications using an automation
Send Slack notifications using an automation

Learn how to use automation to post Slack notification

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Overview

You can send Slack notifications for important events in your Quantive Results account, using the Robotic Process Automation (RPA) rules.

Quantive Results enables you to automate important tasks, thus, becoming more efficient and saving time. You can define automation rules that send notifications to important stakeholders. This article demonstrates how you can configure automation rules that post a Slack notification.


Prerequisites

You must have Slack configured for your Quantive Results account.
For more information, see Connect Quantive Results to Slack.


Procedure

To do this, perform the following:

  1. Create the automation and the trigger.
    For more information, see Create automations.

  2. Create the Slack notification action
    When you create an action to be performed by the automation, select Send Slack notification.

Configure the following:

  • The notification contents
    Enter the text that you want to appear in Slack.
    Use the Insert magic field dropdown to create placeholders for attributes, such as objective owner, session name, or objective title.

  • The channel to post in
    Use the channel dropdown to select the Slack channel where want to post the notification

Save your changes.


Did this answer your question?