The action Slack

Modified on Fri, 15 Aug at 12:02 PM

Purpose

Sends a notification to a Slack channel and optionally uploads the current file/document as an attachment. Use it to post processing results or to deliver generated files (PDFs, images, transcripts) directly into Slack.


This page is under construction, update is coming soon.



Where to add

Place Slack Notification after the action that produces the content you want to notify about or attach (Convert to PDF, Generate Image, Save File, Summarize with AI, etc.).


Settings to send doc to Slack channel



Main fields and how to configure

  • Bot Token
    Paste the Bot token delivered by Slack when you added the app 'Rofiles Notif' (it usually begins with xoxb-).
    How to get it: create a Slack App in your workspace, add the required OAuth scopes (see below), install the app to your workspace and copy the Bot User OAuth Token from the app’s OAuth & Permissions page.
  • Channel Id
    Enter the target channel (example: #mychannel). For private channels or direct messages use the channel ID and ensure the bot has been invited to that channel.
  • Message
    The text to post in the channel. Use Fields to insert dynamic values (filename, date, etc.).
  • Optionnal Attach the file with the message
    When enabled, the action will upload the current item (file) to Slack and post it to the chosen channel.
  • Send a test message
    Posts a test to verify token, channel and attachment behavior before running the full scenario.


Required Slack app permissions (common scopes)

  • To post messages and upload files the Slack app must be granted appropriate scopes and installed to the workspace. Typical scopes include:
    - chat:write (post messages)
    - files:write (upload files)
    - channels:read / groups:read / im:read / mpim:read (optional, to list/resolve channels)
  • After adding scopes in the Slack App configuration, click Install to Workspace to obtain the Bot token and activate the permissions.


Quick setup steps

  1. Create a Slack App in your Slack workspace and add the necessary OAuth scopes (chat:write, files:write, etc.).
  2. Install the app to the workspace and copy the Bot User OAuth Token (xoxb-...).
  3. Add the Slack Notification action and paste the Bot Token into the Bot Token field.
  4. Enter the Channel Id (#channel). Invite the bot to the channel if it is private.
  5. Compose your Message and use Fields for dynamic content.
  6. Set the Attach the file toggle to Yes if you want to upload the current file.
  7. Click Send a test message to verify everything works.


Behavior notes and best practices

  • Bot must be invited: for private channels the bot must be invited or it cannot post/upload there.  
  • File size limits: Slack enforces upload limits; very large files may fail to upload. Check your workspace’s file upload limits and consider sharing links for very large content.  



Notes about files vs other channels

  • This action can upload the file into Slack (unlike Teams incoming webhooks which are text-only). If you need alternative chat platforms that support attachments, Telegram also supports file uploads. 


Troubleshooting

- Authentication errors: verify the Bot Token is correct and the app is installed in the workspace.  

- “Not in channel” or permission denied: invite the bot to the channel or ensure correct scopes were granted and the bot is allowed to post there.  

- File upload fails: check file size limits, file type restrictions, and that files:write scope was granted.  

- Message posting works but no file: ensure Attach toggle is enabled and the app has files:write scope; check for upload errors in logs.


Install a Slack app with chat:write and files:write, paste the Bot Token, specify the channel (ID or name), compose the message, enable attachment if you want to upload the file, test with Send a test message, and the action will post notifications and optionally attach files to Slack channels.

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