# Setting Up Enterprise Workbot With Slack Enterprise Grid

In this guide, we'll walk you through configuring an existing Slack Enterprise Workbot to work with Slack Enterprise Grid.

Note: Workbot is compatible with Slack Connect, and therefore can be used in shared channels.


# Setup Requirements

To configure Enterprise Workbot for Slack Enterprise Grid, you'll need:

If you don't see the Workbot or Custom OAuth profiles options in the Tools menu, make sure your Workato workspace or has access to this feature.


# Step 1: Obtain Your Slack App's Application Token

1
2

Click the app associated with the Workbot.

3

Navigate to Basic Information > App-Level Tokens and click Generate Token and Scopes.

4

In the Generate an App-level token modal:

1

Enter a name for token in the Token Name field.

2

Click Add Scope and select authorizations:read from the dropdown menu.

3

Click Generate.

5

Copy the token. Store the token in a secure location.


# Step 2: Update The Workbot's Custom OAuth profile

In this step, you'll update the Workbot's Custom OAuth profile in Workato with the token you generated in Step 1.

1

In Workato, navigate to Tools > Custom OAuth profiles.

2

Click the profile associated with the Enterprise Workbot.

3

On your bot's Custom OAuth profile page:

1

Expand Step 2.

2

In the Application Token field, paste the token you generated in Step 1.

3

Click Save.

4

Click Done.


# Step 3: Reconnect Your Enterprise Workbot

Next, you'll re-authorize the connection between your Enterprise Workbot and Slack. This is necessary because the Workbot's OAuth profile was updated with a new token.

1

In Workato, navigate to Platform > Workbot.

2

Click the Workbot connection.

3

On the Workbot's overview page, click Edit connection.

4

Click Disconnect.

5

Click Reconnect.

6

In the authorization window, verify that the app is being installed into the organization and not an individual workspace.

To change the installation location:

1

Click the dropdown menu in the top right corner of the page.

2

Select the organization:

Choosing an org for installation

7

Click Allow.


# Step 4: Approve The bot Installation In Slack

NOTE

This step requires Org Admin or Org Owner permissions in Slack.

In this step, you'll approve the app installation to your Slack organization from the Enterprise Grid admin dashboard (opens new window) in Slack.

1

In the Slack desktop app, click your workspace name in the top left corner of the app.

2

Select Settings & administration > Organization settings. This will open the admin dashboard in a new page in your browser:

Enterprise grid admin dashboard

3

Click Organizations > Apps in the left sidebar.

4

In the Installed Apps tab, locate your Enterprise Workbot app.

5

Click the three dots menu to the right of the Enterprise Workbot app.

6

Click Approve this app.


# Step 5: Add Your Enterprise Workbot To Workspaces

You're almost there! In this last step, you'll add your Enterprise Workbot to Slack workspaces.

1

Navigate to the Apps page in your Enterprise Grid admin dashboard, if you're not still there.

2

In the Installed Apps tab, locate your Enterprise Workbot app.

3

Click the three dots menu to the right of the Enterprise Workbot app, then select Add to more workspaces.

4

In the window that displays, select the workspace(s) you want to add the Enterprise Bot to. When finished, click Next.

5

Review the requested permissions for the Enterprise Workbot. When finished, click Next.

6

Check the I'm ready to add this app box.

7

Click Add App.


# What's next?

With that, your Enterprise bot is now ready to be used within your Slack Enterprise Grid! You can add the bot in recipes and do things such as:


Last updated: 2/13/2024, 1:10:22 AM