Setting up a Slack Enterprise Workbot

Enterprise Workbots are custom Slack apps you create that can leverage the Workato bot platform under the hood. Each Enterprise Workbot has its own unique custom OAuth profile, allowing full customization of your bot's identity. This includes:

• Branding (bot name, bot logo, background color)
• Permissions

Enterprise bots also unlock access to additional features like slash commands, shortcuts, and App Home.

If you want multiple, purpose-specific bots in your Slack workspace, Enterprise bots are just what you need. Using Enterprise bots, you can create HRBot, ITBot, and DevOps bots and install them in your workspace.

Enterprise Workbots make use of Slack's V2 OAuth 2.0 flow (opens new window).

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Setup requirements

To create an Enterprise Workbot, you need:

• Access to Workbot in Workato.
• Access to Custom OAuth profiles in Workato.

If you don't see these options in the Tools menu, make sure your Workato team or account has access.

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Step 1: Choose Workbot for Slack

1

Before getting started, [sign in to your Slack workspace[(https://slack.com/signin#/signin (opens new window)) from your browser.

2

Navigate to Tools > Workbot in Workato. If you don't see the Workbot option, make sure your Workato team or account has access.

3

Click the Custom bots tab, then Create a custom bot. If you don't see the Custom bots tab, make sure your Workato team or account has access to Custom OAuth profiles.

4

On the New bot page:

• In Step 1, select Workbot for Slack if it isn't already selected.
• In Step 2, provide a name for your new bot, then click Create new app. This will open a new tab that brings you to https://api.slack.com/apps (opens new window). Keep both the Workato tab and this new tab open - you'll need both to complete the remaining steps.

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Step 2: Create a new Slack app

1

In the new tab, select a workplace to develop the bot in, then click Next.

2

Click Create.

3

In the "Welcome to your app's configurations" pop-up, click Got It.

4

Navigate to your app's Basic Information page. Scroll down to App Credentials, you will need the information here to complete the next step.

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Step 3: Configure Workato to talk to your Slack app

1

Head back to the Workato tab to complete Step 3.

2

In Step 3, fill in the following fields:

• Client ID

• Paste the Client ID value from Slack into this field.

• Client secret

• Paste the Client secret value from Slack into this field.

• Verification token

• Paste the Verification Token value from Slack into this field.

• Application token

• Optional. Paste the Application Token from Slack into this field. This is only required to enable Org apps capabilities.

Configure your custom Oauth profile

Correct tokens

Ensure that you paste the correct tokens from Slack into their corresponding fields in Workato. Workato does not require the Sigining Secret from Slack to create a custom Oauth profile.

3

Click Save when you're finished.

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Step 4: Complete the connection in Workato

You're almost there! All that's left is to complete the connection in Workato.

1

In the open Workato tab, click Done. Go to any project folder to create a new Workbot for Slack connection.

2

Provide a name for your bot connection. In the Custom OAuth profile field, select the newly-created OAuth profile. Click Connect.

3

In the permissions grant, click Allow.

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What's next?

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

• Configure the bot to work with Slack Enterprise Grid, allowing you to centrally manage the bot for your entire organization
• Create slash commands, allowing users to command the bot from Slack
• Create command replies, defining how the bot responds to user commands
• Perform a variety of actions such as posting notifications, downloading attachments, and more