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Databook App for Slack
Databook App for Slack

An overview of the Databook App for Slack, how it supports your strategic sales motions, and how to use it.

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Written by IT Admin
Updated over a week ago

What's possible with the Databook App for Slack app?

This app allows you to use Databook directly in Slack. The following features are currently available with the app:

Direct Messages: receive notifications for your followed accounts

The app delivers alert notifications from the companies you follow in Databook if they are enabled in settings, to make it easier to stay updated on your target accounts’ important company events.
You can manage these notifications from the Databook Platform.

Group Messages: receive notifications in a channel or group

The app delivers alert notifications to a channel when the Databook app has been invited to a channel and it has been instructed to follow a company.


💡 Please note that when the Databook App for Slack is invited to a channel, you must manually specify which account(s) to follow to receive notifications in that channel. Once followed account(s) are specified, the channel will receive notifications.

What kinds of notifications can I receive from the Databook App for Slack?

The app can send you the following types of notifications:

Earnings Impact

The app will notify you of new financial earnings calls that impact your accounts and opportunities.

Manage your App Messages by visiting settings in the Databook platform to opt in or out.

Manage your Group Messages by using the commands ‘follow’ or ‘unfollow’ in the Slack conversation.

Example:

List of commands

The Databook App for Slack performs actions at your request by using Commands. The app supports the following Slack commands:

💡 Please note that slash commands (/databook ...) are only visible to you. @ commands (@databook…) are visible to everyone in the group or channel.

App message commands: /databook follow [company name]

Using this command will follow the company you specify in Slack as well as in the Databook platform. You will begin receiving notifications for that company in Slack.

Group message commands: @databook follow [company name]

When using this command, anyone in the conversation will see all notifications for that followed company you requested in Slack.

App message commands: /databook unfollow [company name]

Using this command will unfollow the company you specify in Slack as well as in the Databook platform. You will stop receiving notifications for that company in Slack.

Group message commands: @databook unfollow [company name]

When using this command, everyone in the channel or group will stop seeing all notifications for that unfollowed company in that channel or group message. This will not affect your personal account in the Databook platform.

Group message commands: @databook generate epov [company name]

Using this command will allow you to download an Executive PoV for the company you specify in Slack. The asset will be delivered via Slack as well as to your email.

App message commands: /databook help

Using this command will bring up the list of all the app message commands available to you within the Slack App.

Group message commands: @databook help

Using this command will bring up a list of all the group message commands available to you within the Slack App. This will show up for everyone in the channel.

Privacy Policy

A link to the Databook Privacy Policy can be seen here.

How to Install

For customers, the Databook App for Slack will be installed by the internal Slack Admin by liaising with the Databook Customer Strategy team. This will then allow all users within the Slack Workspace to have access to the Databook app, while users with Databook access will be able to conduct the commands below in the "How to Use" section.

When the app is added to a channel you will receive the following message:

If you would like to download the Databook App for Slack for your organization, the following link can be used:

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