Introduction
The Databook for Slack app empowers enterprise GTM (Go-to-Market) teams by integrating capabilities of DatabookGPT directly within Slack. DatabookGPT is a conversational AI agent that delivers trusted, actionable insights to consistently help sales organizations identify, pursue, and win larger deals.
Key Features:
Interactive DatabookGPT Insights in Slack:
Engage with DatabookGPT in Slack channels or multiparty direct messages by simply mentioning the app. Access data-driven insights tailored to your accounts and opportunities without leaving Slack.Automated PowerPoint Generation:
Quickly request detailed, professional PowerPoint presentations for specific accounts using thedb-generatecommand. These presentations save time and effort in preparing client-ready materials.Granular Account Insights via Workflows:
Leverage Slack Workflows to automate the delivery of weekly account insights. Customize workflows to target specific accounts, ensuring your team is informed and prepared for every opportunity.
By integrating Databook for Slack into your organization, your team can access enterprise-level insights directly in their existing communication channels, fostering a connected, and effective GTM strategy.
How to Add Databook to a Slack Channel
To use Databook in a Slack channel, follow these simple steps:
Open the Desired Channel: Navigate to the Slack channel (public or private).
Access Channel Settings: Click on the channel name at the top of the screen.
Select “Integrations”: In the channel details, find the "Integrations" tab.
Select Add an App: In the channel integration settings, click on the Add an App button.
Search for Databook: In the search bar, type "Databook" and select the app from the results.
Click “Add”: Once you've selected the Databook App, confirm by clicking the "Add" button.
Verify Addition Message: After adding, you should receive a message from the Databook app.
Verify With Question: After adding, you can also verify by typing
@Databook helpin the channel.
How to Add Databook to a Multi-party Direct Message
To include Databook in a multiparty direct message (MPIM) conversation, follow these steps:
Start or Open a Multiparty Direct Message:
Navigate to an existing MPIM or start a new one by clicking the “+” next to Direct Messages in Slack.
Add People to the Conversation: Add colleagues that you want to include in the conversation.
Add Databook to the Conversation: Select Databook from the list of available users/apps.
Verify Functionality: Type
@Databook helpin the MPIM or by submitting a question.
How to Access DatabookGPT Insights
To access insights from DatabookGPT, simply mention the app using the format: @Databook <question>.
Here’s how you can interact with the app in different contexts:
Public Channel
Ensure the Databook App is invited to the public channel where you want to use it. Once invited, simply mention@Databookfollowed by a question, and the app responds in the channel for everyone to see.Private Channel
For private channels, the Databook App must first be invited to the channel. After it's added, you can mention@Databookin your queries, and it will respond within the context of the private channel.Multiparty Direct Message
When interacting in a multiparty direct message (MPIM), the Databook App needs to be part of the conversation. Add the app to the MDM, then mention@Databookin your message to receive insights.
The Databook for Slack app does not currently support Direct Messages.
How to Access Automated Databook PowerPoints
Databook for Slack allows you to generate professional, data-driven PowerPoint presentations tailored to specific accounts directly within Slack. There are two ways to request these presentations:
Using Mentions:
Mention Databook in a channel or multiparty direct message with the following format:@Databook db-generate epov <account_name>Replace
<account_name>with the name of the account for which you need the presentation.Using Slash Commands:
Type the following slash command in any Slack context where Databook is available:/databook db-generate epov <account_name>This will trigger the generation of the PowerPoint directly in Slack.
Both methods will deliver a tailored presentation to your Slack workspace, ready for download and use.
How to Manage Workspace Service User
In order to run certain tasks, e.g., workflows, Databook requires the use of service users. These service users are essential for automating processes and ensuring that workflows always have a specific user.
Below are the commands to manage service users:
Register a Service User:
To register your current Slack user as a service user (enabling workflows), use the following command:/databook service-user registerThis will assign your current user as the service user for the workspace, allowing you to run workflows.
View Service User Information:
If you need to check details about the current service user, use:/databook service-user infoThis command will display the status and details of the service user in your workspace.
Unregister a Service User:
If you no longer need a service user or wish to disconnect one, use the following command:/databook service-user unregisterThis will remove the service user from your workspace, breaking any associated workflows.
Workflows do not have an associated user by default, which is why service user is needed to run.
How to Setup Slack Workflows with Databook Insights
To automate Databook insights at scheduled intervals in a Slack channel, you can create a Slack Workflow that runs on a set schedule. Here's how you can add and configure a workflow for a specific channel:
Open the Slack Channel: Navigate to the Slack channel where you want the workflow to run.
Access Workflow Builder: Click on the channel options at the top-right of the screen.
Add a Workflow: From the dropdown, select Add a Workflow.
Create a Workflow: From the popup, click Create a Workflow.
Choose a Trigger: Select “On a Schedule” as your trigger for the workflow.
Configure the Schedule: Set the exact schedule for when you want the message to be posted.
Add an Action (Post Message):
After setting the schedule, click on “Add Step” and select “Send a message to a channel”. You will be prompted to choose which channel the message is posted to and what message content to use.Customize the Message:
Type the message you want to be automatically posted on the scheduled date and time. You can, for example, use the following@Databook What has changed in the last 7 days at <account_name>.
Save and Publish the Workflow:
Once you’ve configured the schedule and message, click “Publish” to activate the workflow. The message will now be automatically posted in the selected channel on the specified schedule.
Verify Message Response: Finally, you should verify that you receive an message at your interval.
If you would like to download the Databook App for Slack for your organization, the following link can be used: