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Enterprise Slack Sharing

Enterprise Slack Sharing: Channel-Specific Dataset Access

The enterprise "Add to Slack" feature allows you to share specific datasets from your Scoop workspace with selected Slack channels, enabling controlled access and collaboration.

Overview

This feature enables:

  • Granular control: Share specific datasets with specific channels
  • Team collaboration: Enable teams to query their data directly in Slack
  • Security: Optional user-level filtering for data access
  • Centralized management: Control all access from Scoop Analytics

Prerequisites

  1. Slack Connection: A Slack workspace must be connected to Scoop Analytics through OAuth authentication
  2. Dataset Access: You must have access to the dataset you want to share
  3. Permissions: You must have appropriate permissions to manage dataset sharing in Scoop

How to Share Datasets with Slack Channels

Step 1: Access Dataset Menu

  1. Navigate to the Dataset Index page in Scoop Analytics
  2. Locate the dataset you want to share with Slack
  3. Right-click on the dataset to open the context menu
  4. Select "Configure Slack sharing"
    • This option only appears if a Slack connection exists
    • If you don't see it, ensure Slack is connected in Settings → Integrations

Step 2: Configure Slack Sharing

The "Slack Sharing" dialog opens, displaying:

![Screenshot: Slack sharing dialog]

  1. Dataset name at the top for confirmation
  2. Search bar to filter channels
  3. List of all available Slack channels from your connected workspace

Search for Channels (Optional)

  • Use the search bar to filter channels by name
  • Search is case-insensitive and updates in real-time
  • Helpful for workspaces with many channels

Select/Deselect Channels

  • Check the box next to each channel where you want this dataset accessible
  • Uncheck to remove access from a channel
  • Changes are saved automatically as you toggle checkboxes
  • Real-time updates with optimistic UI feedback

Confirm Changes

  • Click the "Confirm" button to close the dialog
  • All changes are already saved due to the optimistic update mechanism

Step 3: Using Shared Datasets in Slack

Once a dataset is shared with Slack channels:

In the Shared Channels

Team members can:

  1. Mention @Scoop in the channel
  2. Query the shared dataset directly
  3. Access only datasets explicitly shared with that channel

Example:

@Scoop show me sales trends for this quarter
@Scoop what are our top customers?
@Scoop analyze conversion rates by region

Access Control

  • Channel-specific: Only datasets shared with a channel are accessible there
  • Immediate updates: Adding/removing access takes effect instantly
  • No cross-channel access: Datasets shared with #sales won't be accessible in #marketing

Advanced Features

Security Filters

Configure user-level data filtering:

  1. Set up security filters on the dataset in Scoop
  2. When users query via Slack, they only see their permitted data
  3. Perfect for sales teams seeing only their territories

Multiple Dataset Management

  • Share different datasets with different channels
  • A channel can have access to multiple datasets
  • Users can switch between available datasets using /scoop dataset

Bulk Operations

For organizations with many channels:

  • Use the search to find related channels (e.g., search "sales")
  • Quickly toggle multiple channels
  • Changes save automatically without waiting

Technical Details

Performance

  • Real-time Updates: Changes apply immediately with optimistic updates
  • Error Recovery: If a sharing operation fails, the UI automatically reverts
  • Debounced Search: Channel search is optimized for smooth performance
  • Concurrent Operations: Toggle multiple channels rapidly without conflicts

API Integration

  • Connection type identified as "Slack" in API connections
  • OAuth flow handles authentication seamlessly
  • No additional credentials required after initial connection

Best Practices

Channel Organization

  1. Create dedicated analytics channels: e.g., #sales-analytics, #marketing-data
  2. Use consistent naming: Makes searching and management easier
  3. Document access: Let teams know which datasets are available where

Security Considerations

  1. Review channel membership before sharing sensitive data
  2. Use security filters for user-specific data access
  3. Audit regularly: Periodically review which datasets are shared where

Communication

  1. Announce new datasets: When sharing, let the channel know
  2. Provide examples: Share sample queries to get teams started
  3. Designate champions: Have power users in each channel help others

Troubleshooting

"Configure Slack sharing" option missing

  • Ensure Slack is connected in Settings → Integrations
  • Verify you have permission to manage dataset sharing
  • Refresh the page and try again

Channels not appearing in the list

  • Ensure Scoop has access to private channels (may need re-authorization)
  • Check that channels are not archived
  • Try refreshing the Slack connection

Changes not saving

  • Check your internet connection
  • Look for error messages in the UI
  • Try refreshing and making changes again

Users can't access shared dataset

  • Verify the dataset is shared with their channel
  • Ensure @Scoop is a member of the channel
  • Check if security filters are blocking access

Managing Slack Connections

The Slack connection is managed at the workspace level:

  1. Navigate to Settings → Integrations
  2. View connected Slack workspaces
  3. Disconnect or reconnect as needed
  4. All dataset sharing is preserved during reconnection

Next Steps

  1. Start with one channel: Pick a pilot team to test the feature
  2. Gather feedback: Learn how teams prefer to query data
  3. Expand gradually: Add more datasets and channels based on success
  4. Monitor usage: Track which datasets get the most queries

Ready to empower your teams with data? Start sharing datasets with Slack channels today!

Updated 6 days ago