Step 3 - Connect Slack to Welcome Home

Table of contents

    ๐Ÿ”’ In order to connect Welcome Home and Slack you need to be an Administrator.

    Once connected to Slack, the informations in Welcome Home will be useful for several apps and features. It can also help to speed your Wecome Home setup by gathering information from Slack.

    ๐Ÿ“บ  Tutorial - Step 3 - Connect Slack


    How to Connect Slack ?

    Slack connection and options are managed through Welcome Home Organisation settings.

    Click on your picture in the top right of the screen and select Settings.
    Go to Slack tab.

    The first time you access this page you will see the message below :

    => If your Slack workspace refuse to add Welcome Home here is why explained by Slack (link).

    To enable the connexion click on "Connect Slack" and follow the instructions from the pop-up.

    This pop-up from Slack will invite you to connect with your usual credential on slack : - Slack URL (locate your Slack URL)
    - Slack email and password

    Then you will have to grant Welcome Home app access to your Slack workspace with the following rights :

    Back to Welcome Home, you should see the screen below


    Activate Slack's feature in Welcome Home

    From the Slack settings page, you can setup 3 features on Slack :

    1/ Use Welcome Home to notify a Slack #channel about your teammates personal birthdays

    2/ Use Welcome Home to notify a Slack #channel about your teammates corporate birthdays

    3/ Use Welcome Home to notify a Slack #channel about your newcomers first day


    ๐Ÿšจ๐Ÿšจ To make any Slack Channel available for Welcome Home notifications you need to invite Welcome Home Bot in the targeted channel using the command :
    /invite @Welcome Home

    Back in WH Settings > Slack make sure to make a browser cache clean to get an updated list of the available Slack Channels (Command + Shift + R on Mac, or Ctrl + Shift + R on Windows).