Getting Started with Scoop for Slack

Welcome to Scoop! There are two ways to get started with Scoop in Slack - choose the one that fits your needs.

Method 1: Quick Start (No Scoop Account Required!) 🚀

The fastest way to try Scoop - no signup, no login, just instant analytics in Slack.

Step 1: Add to Slack

Visit scoopanalytics.com/integrations/slack
Click the "Add to Slack" button
- You'll be redirected to Slack's authorization page
- If not logged into Slack, you'll need to sign in first
Review and authorize permissions
- Scoop will request permission to:
  - View messages that mention @Scoop
  - Send messages as Scoop
  - Access basic workspace information
- Click "Allow" to proceed

Step 2: Start Using Scoop Immediately

That's it! No Scoop login required. Here's what happens automatically:

✅ Automatic account creation: Scoop creates a shadow workspace for you
✅ Sample dataset included: Start exploring right away with example data
✅ Personal workspace ready: Upload your own files whenever you want
✅ Zero friction: Just start chatting with @Scoop in Slack

Step 3: Your First Conversation

Find @Scoop in your Apps sidebar in Slack
Send a message like "Hello" or "Help"

Start analyzing:

You: Show me what data is available
Scoop: Here's what you can analyze:
• Sample Sales Dataset (ready to use!)
• Or upload your own CSV/Excel file

Method 2: Enterprise Setup (For Existing Scoop Users) 🏢

If you already have a Scoop workspace with datasets, use this method to share specific datasets with Slack channels.

Prerequisites

Existing Scoop Analytics account
Access to datasets you want to share
Admin access to your Slack workspace (or permission to install apps)

Step 1: Connect Slack to Your Scoop Workspace

Log into Scoop at go.scoopanalytics.com
Navigate to Settings → Integrations
Click "Connect Slack"
Authorize the connection when redirected to Slack

Step 2: Share Datasets with Specific Channels

Go to Dataset Index in Scoop Analytics
Right-click on a dataset you want to share
Select "Configure Slack sharing"
Choose channels:
- Search for channels by name
- Check boxes next to channels that should access this dataset
- Changes save automatically
Click "Confirm" to close the dialog

Step 3: Channel-Specific Access

Now team members can:

Query the shared dataset by mentioning @Scoop in those specific channels
Only access datasets explicitly shared with their channel
Benefit from any security filters you've configured

Enterprise Features

Channel-level permissions: Each dataset is only accessible in selected channels
Security filters: Configure user-specific data filtering
Centralized management: Control all dataset access from Scoop Analytics
Multiple datasets: Share different datasets with different channels

Using Scoop in Slack

Direct Messages

Best for personal analysis and exploration:

You: Show me revenue trends
You: What drives customer churn?
You: Segment my customers

Channel Mentions

Great for team collaboration:

@Scoop analyze last quarter's performance
@Scoop why did conversion rates drop?
@Scoop show top customers by region

Slash Commands

Power user shortcuts:

/scoop query [question] - Quick queries
/scoop dataset - Switch datasets
/scoop save [name] - Save queries
/scoop deck - Run saved analysis
/scoop help - Command reference

Uploading Your Own Data

In either setup method, you can upload your own data:

In a DM with @Scoop, click the + button
Select your file (CSV or Excel, max 100MB)
Upload directly to the conversation
Scoop processes it and confirms when ready
Start analyzing your data immediately

Tips for Success

✅ Best Practices

Be specific: "Revenue by product last quarter" > "Show revenue"
Natural language: No SQL or technical terms needed
Iterate: Each answer can lead to deeper insights
Save queries: Reuse analyses that you run frequently

🚀 Power Features

Deep reasoning: Ask "why" questions for investigation
Machine learning: "What predicts churn?" or "Find patterns"
Visualizations: Automatic charts and graphs
Personal decks: Save and run multiple queries at once

Security & Privacy

Method 1 (Quick Start)

🔒 Personal shadow workspace: Your data is completely private
🛡️ Isolated environment: No access to other users' data
✅ SOC2 compliant: Enterprise-grade security

Method 2 (Enterprise)

🏢 Workspace isolation: Complete separation between organizations
🔐 Channel-level access: Datasets only visible where explicitly shared
👤 User-level filtering: Optional row-level security
✅ Audit trails: Track all data access

Troubleshooting

"Can't find Scoop in Slack"

Refresh Slack: Cmd+R (Mac) or Ctrl+R (Windows)
Check Apps section in sidebar
Search for "Scoop" in Slack search

"No datasets available" (Method 1)

The sample dataset should load automatically
Try typing "show sample data" or "help"
Upload your own file to get started

"Can't see shared dataset" (Method 2)

Verify the dataset was shared with your channel
Check you're in the correct channel
Ask your admin to verify sharing settings

"Connection failed"

Ensure you have permission to install Slack apps
Try the authorization process again
Contact [email protected]

Getting Help

In Slack: Type "help" to @Scoop
Documentation: docs.scoopanalytics.com
Email: [email protected]
Examples: Ask "what can you do?" for sample queries

Next Steps

For Quick Start Users

Explore the sample dataset - Learn Scoop's capabilities
Upload your own data - Real insights from your files
Try advanced features - ML, predictions, and deep reasoning

For Enterprise Users

Share more datasets - Expand access across teams
Configure security filters - Set up row-level permissions
Train your team - Share this guide and best practices

Ready to transform how your team analyzes data? Say "Hello" to @Scoop!