Automate and customize Slack tasks
Summarize
Summary of Automate and Customize Slack Tasks
This guide outlines how to automate and customize tasks in Slack using ServiceNow. By setting up specific commands and actions, you can streamline processes such as incident creation and message handling directly from Slack, enhancing efficiency and responsiveness in your operations.
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Key Features
- Automate Slack Commands: Configure commands like /now create incident, /now list incidents, and /now help to execute specific tasks in ServiceNow.
- Message Actions: Enable shortcuts on messages to trigger actions, such as creating incident records via configured subflows.
- Approval Messages: Automate posting approval messages in Slack channels, allowing for efficient communication of task statuses.
- Request Assignment: Assign requests based on acknowledgment through automated subflows, ensuring tasks are managed effectively.
- Actionable Messages: Post messages with actionable buttons like Accept and Reject to facilitate quick responses to tasks.
Key Outcomes
Implementing these automations will help ServiceNow customers:
- Enhance task management by executing commands directly from Slack.
- Improve communication flow with real-time updates and acknowledgments.
- Streamline incident handling and assignment processes, reducing response times.
- Customize and adapt workflows to meet specific organizational needs efficiently.
Automate Slack tasks as per your requirement, using the sample these scenarios as a reference.
You can use the default outbound configurations, inbound decisions, and subflows as reference to customize tasks as per your requirement.
Automate Slack commands
- Configure the Slack commands on the Slash Commands page of your custom application. For more information, see Configure Slack app.
- In Workflow Studio, create a subflow configure to create the
incident records as per your requirement or create a copy of the default subflow,
Respond to Slack Command, and configure it.Note:Create an action and use the payload in the subflow input as per your requirement.
- Configure inbound decisions in ServiceNow instance.
- In the Condition, ensure that you specify the value
of command as /now and specify
the required parameters.Note:You can specify up to 2 parameters in your condition to trigger the required subflow.
- In Answer, select the subflow you had configured.
- In the Condition, ensure that you specify the value
of command as /now and specify
the required parameters.
- /now list incidents to list all active incidents assigned to the logged in user.
- /now help to display all available commands and their describe usage.
- /now note [note] to add notes to the required incident.
- /now create incident [short description] > [optional: urgency] > [optional: impact] to create an incident with specified short description, urgency, and impact. For example, /now create incident Email is not working > 3 > 2.
Automate message actions
- In your Slack custom application, create a shortcut that appears on messages and enter the value, post_message_now for Callback ID. For more information, see Configure Slack app.
- In Workflow Studio, create a subflow configure to create the incident
records as per your requirement or create a copy of the default subflow, Respond to
Slack Message Action, and configure it.Note:Create an action and use the payload in the subflow input as per your requirement.
- Configure inbound decisions in ServiceNow instance.
- In the Condition, ensure that you specify the value of
callback_id as post_message_now and
specify the required parameters.
- In Answer, select the subflow you had configured.
- In the Condition, ensure that you specify the value of
callback_id as post_message_now and
specify the required parameters.
Post an approval message
- In Workflow Studio, create a copy of the default subflow,
Respond to Slack Approval Action, and configure it as per your requirement.Note:Create an action and use the payload in the subflow input as per your requirement.
- Configure outbound configurations in ServiceNow instance
- Open the default outbound configuration, Approval Message.
- In Action ID , specify the unique identifier for automating the task of posting an acknowledgement message. For example, value of Action ID can be approval_request.
- Configure inbound decisions in ServiceNow instance.
- In the Condition, ensure that you specify the value
of Action ID as
approval_request. You can specify other conditions
as per your requirement.
- In Answer, select the subflow you had configured.
- In the Condition, ensure that you specify the value
of Action ID as
approval_request. You can specify other conditions
as per your requirement.
When the Slack events match the relevant the action ID, the associated subflow, that is, the Respond to Slack Approval Action subflow is triggered. This subflow contains the logic to update the required record and send the relevant acknowledgement message on Slack channel.
Assign request based on acknowledgement
- In Workflow Studio, create a copy of the default subflow, On-Call Assign
by Acknowledgement, and configure it as per your requirement.Note:Create an action and use the payload in the subflow input as per your requirement.
- Configure outbound configurations in ServiceNow instance.
- Open the default outbound configuration, On Call: Assign by Acknowledgement.
- In Action ID , specify the unique identifier for automating the task of posting an acknowledgement message. For example, value of Action ID can be on_call_assign_by_acknowledgement.
- Configure inbound decisions in ServiceNow instance.
- In the Condition, ensure that you specify the value of Action ID as on_call_assign_by_acknowledgement. You can specify other conditions as per your requirement.
- In Answer, select the subflow you had configured.
Post an actionable message
- Configure outbound configurations in ServiceNow instance.
- Open the default outbound configuration, On Call: Assign by Acknowledgement.
- Select Target Table and Fields as per your requirement. For example, short_description and priority from the Task [task] table.
- Select Buttons as per your requirement. For example, Accept and Reject.
- In Action ID , specify the unique identifier for automating the task of posting an acknowledgement message. For example, value of Action ID can be on_call_assign_by_acknowledgement.
- In Workflow Studio, create a copy of the default subflow, Post Actionable
Message, and configure it as per your requirement.Note:Create an action and use the payload in the subflow input as per your requirement.
- In the Record Sys_ID input, provide the sys ID of the required record. For example, specify the sys ID of the task record.
- In the Template input, select template you had created in the outbound configurations.
- Configure inbound decisions in ServiceNow instance.
- In the Condition, ensure that you specify the value of Action ID as on_call_assign_by_acknowledgement. You can specify other conditions as per your requirement.
- In Answer, select the subflow you had configured.