--- title: "Slack Integration" slug: "slack-integration" description: "Walkthrough of how to send alerts and reports from Preset Cloud to a dedicated Slack channel." updated: 2026-07-30T16:43:07Z published: 2026-07-30T16:43:07Z canonical: "docs.preset.io/slack-integration" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.preset.io/llms.txt > Use this file to discover all available pages before exploring further. # Slack Integration for Alerts & Reports ## Overview In this article we will discuss how to integrate Slack with Preset in order to receive alerts & reports to a Slack channel. - **Steps 1 - 6**: How to configure Slack - **Steps 7 - 8**: Completing the integration of Slack with Preset --- ## Step 1: Create a Slack Channel In your Slack, select **Create a channel** to create a channel to receive Alerts & Reports. ![Slack_Create_a_Channel1](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Create_a_Channel1.png) Let's call our channel **slackalertsandreports**. ![Slack_Define_Channel_Name1](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Define_Channel_Name1.png) --- ## Step 2: Create an App in Slack In a separate browser tab, navigate to the [Slack API](https://api.slack.com/) ![external-link_10x10](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/external-link_10x10.png) page and then select **Create an app**. ![Slack_Create_an_App](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Create_an_App.png) The *Create an app* panel appears. Select **From scratch**. ![Slack_From_Scratch](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_From_Scratch.png) The *Name app & choose workspace* panel appears. In the **App Name** field, enter a name for your new app — we called ours **Preset Alerts and Reports**. In the **Pick a workspace to develop your app in** field, we selected our workspace — in this case, **Acme Co.** Select **Create App**. ![Slack_Name_App_and_Choose_Workspace](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Name_App_and_Choose_Workspace.png) --- ## Step 3: Create Token and Define Scopes ### Create App-Level Token and Define Scope Now that your app is created, we will create app-level tokens. Navigate to the *App-Level Tokens* section and then select **Generate Token and Scopes**. ![Slack_Generate_Token_and_Scopes](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Generate_Token_and_Scopes.png) In the **Token Name** field, enter a memorable name for the token — we've named ours **presetARtoken**. In the **Scope** selection field, select the **connections:write** and **authorizations:read** scopes. Select **Generate**. ![Slack_Generate_Token](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Generate_Token.png) Your token's details will appear for review. Select **Done**. ![Slack_Generated_Token](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Generated_Token.png) ### Define Bot Token Scopes In the Main Menu, select **OAuth and Permissions**. ![Slack_Navigate_to_OAuth_and_Permissions](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Navigate_to_OAuth_and_Permissions.png) In the *Bot Token Scopes* section, select **Add an OAuth Scope**. ![Slack_Add_Bot_Token_Scope](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Add_Bot_Token_Scope.png) Add the following scopes: - `channels:read` - `files:read` - `chat:write` - `files:write` - `groups:read` --- ## Step 4: Install App to Workspace Now let's go ahead and install your app to the Slack workspace. In the Main Menu, navigate back to the Basic Information screen. ![Slack_Navigate_to_Basic_Information](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Navigate_to_Basic_Information.png) In the *Install your app* section, select **Install to Workspace**. ![Slack_Install_to_Workspace](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Install_to_Workspace.png) Slack will ask permission for the app to access the workspace. Select **Allow**. ![Slack_Allow_Connection](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Allow_Connection.png) --- ## Step 5: Copy Bot Token Return to the Slack API environment and, in the Main Menu, select **OAuth and Permissions**. ![Slack_Select_OAuth_and_Permissions](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Select_OAuth_and_Permissions.png) In the *OAuth Tokens for Your Workspace* section, in the **Bot User OAuth Token** field, select **Copy**. This will copy the token to your system's clipboard. This is the token that will be provided to Preset in order to create the integration. ![Slack_Copy_Bot_Token1](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Copy_Bot_Token1.png) --- ## Step 6: Add App to Slack Channel Navigate back to the channel you created earlier in Step 1 and, in the message field, enter: **/invite @appname**. In the graphic below, we just typed "/invite @" and then selected the app name, **Preset Alerts and Reports**, from the list of available options. ![Slack_Invite_Bot_to_Channel](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Invite_Bot_to_Channel.png) You will receive a confirmation of the app bot invitation. ![Slack_Bot_Invite_Confirmation](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Slack_Bot_Invite_Confirmation.png) --- ## Step 7: Connect Slack to Preset From the Preset Manager—after you first log in to Preset—hover your cursor over the vertical ellipsis (3 dots) icon in a workspace card and then select **Connect to Slack**. ![Preset_Connect_to_Slack](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Preset_Connect_to_Slack.png) The *Connect to Slack* panel appears. In the text-entry field, paste the bot token that you copied in Step 5 into the field. Select **Connect**. If successful, a notification message appears informing you of the workspace change. ![Preset_Connect_to_Slack_Token_Entered](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Preset_Connect_to_Slack_Token_Entered.png) --- ## Step 8: Selecting the Slack Notification Method Great work! Preset and Slack are now integrated and you can deliver [alerts and/or reports](/v1/docs/alerts-reports) directly to a Slack channel. To use this integration, in the *Notification method* section of the alert or report creation screen, select **Slack** as your delivery method, as shown below: ![Preset_Select_Slack_Notification_Method](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image(473).png) In the **SLACK** field, select the channel that should receive the alert or report. This field is a dropdown listing the channels available in the connected Slack Workspace, so you can search for a channel by typing its name or ID - in the example below, we found the **customer-support** channel by typing its Slack ID C02B1LN8EMQ. ![Preset_Completed_Notification_Method](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image(471).png) When the alert or report is triggered, then the results will be delivered to the specified Slack channel. ### Using a channel ID instead of a channel name If the channel you're looking for doesn't appear in the **SLACK** dropdown, you can enter its **channel ID** directly instead of selecting it by name. To find a channel's ID: 1. In Slack, right-click the channel name in the sidebar and select **Copy link**. 2. Paste the link somewhere you can read it. The channel ID is the last segment of the URL, and starts with a `C` or a `G`: ``` https://acme-co.slack.com/archives/C01ABCDEF23 ``` 1. In Preset, paste that ID into the **SLACK** field of your alert or report. Large Slack Workspaces Slack's APIs don't support searching for channels by name, so Preset retrieves the full channel list from your Slack Workspace and filters it. The list is refreshed and cached periodically, and is loaded progressively so the dropdown stays usable while it populates. In Workspaces with a very large number of channels, this means the list can take a moment to fill in after you first connect Slack. If the channel you need hasn't appeared yet, use its channel ID as described above; it works the same way as selecting the channel by name. --- ## Updating the Slack integration to use the new Slack APIs If the Slack app you're currently using for the integration was created longer than a year ago, it might be using APIs that are marked as deprecated and will stop working soon. Follow below steps to prevent any issues: 1. Access the [Slack API page](https://api.slack.com/). 2. Click on **Your apps** in the top navigation bar. 3. Select the existing app used for the integration. 4. Click on **OAuth & Permissions** in the sidebar menu. 5. Scroll down to the **Scopes** section, and make sure the app has the following scopes: ``` channels:read files:read chat:write files:write groups:read ``` 1. Save changes. 2. You'll be prompted to re-install the app in the Slack Workspace to reflect changes. Note that if you don't have permission to perform this action, you can request it to the Slack Workspace Admin, and then repeat this step once they approve the request. ### New API changes The new Slack APIs expect the channel IDs (as opposed to their names) to send messages. To support this flow, the **Slack Recipients** field is a dropdown displaying all existing channels in the target Slack Workspace. Users can conveniently search for existing channel(s) using their names to set up Alerts/Reports, or paste a channel ID directly — see [Using a channel ID instead of a channel name](/docs/slack-integration#using-a-channel-id-instead-of-a-channel-name). Existing reports will automatically migrate to the new APIs during their next execution. Before that, you'll still be able to modify them, but note that the **Notification Method** field will be empty, with the **Slack Recipients** field still showing them as a string. If you need to modify the recipients, **manually select Slack in the Notification Method field, and select the channels from the Slack recipients dropdown**. --- ### Additional features You can also utilize the Slack integration to tag users or have it use the special mentions as well in your Slack channel to notify the respective people that a report is received. Currently for the Slack integration it uses the report that is configured with it and sends the description message in its body over. Thus you could tag users through the alert/report description. Here is some resources to help you out: 1. [Slack documentation](https://docs.slack.dev/messaging/formatting-message-text/#mentioning-users) for tagging users (syntax is <@$USER_ID>) 2. [Slack documentation](https://docs.slack.dev/messaging/formatting-message-text/#special-mentions) for special mentions (syntax is ).