Customize the Approval bot accelerator for Slack

If you plan on implementing the Approval bot accelerator in Slack, you must configure the following recipes:

• ABS | Call-006 | Slack Update Homepage
• ABS | REC-001 | Slack Request Parent Recipe
• ABS | REC-003 | Approve/Reject Request from Slack

DEFAULT APPROVAL WORKFLOW

The approval workflow in this accelerator triggers from a new/updated row in Google Sheets by default. If you decide to use an application other than Google Sheets as the basis of your approval workflow, you must also change the connection in the preceding recipes. Contact Customer Success for support

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Configure recipe ABS | Call-006 | Slack Update Homepage

Modify this recipe to customize the Approval Dashboard to include your company's email address. This recipe includes support@workato.com as a placeholder.

To add your company's email address:

1

In the recipe builder, select Step 18, Publish an app home view.

2

Update the Text field with your team's support email address.

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Configure recipe ABS | REC-001 | Slack Request Parent Recipe

This recipe calls the ABS | Call-002 | Request to Slack recipe when there is a new/updated row in a sheet in Google Sheets.

Slack Request Parent Recipe

To configure this recipe:

1

Optional. If you plan to use an application other than Google Sheets, replace Google Sheets with your chosen application in Step 1.

2

Map the datapill according to your specific application.

Map the datapill

The input fields in Workato correspond to headers in Google Sheets. Alternate applications should contain similar fields.

Requester

The person who submitted an approval request.

Requester_email

This is the email address belonging to the person who submitted the approval request.

Request_app

The app the requester is seeking approval for.

Request_description

The message accompanying approval request.

Date_requested

Date of the approval request.

Approver

This is the person you designate to process approval requests.

Approver_email

This is the email address belonging to the person you designate to process approval requests.

Request_url

The URL of the request.

Date_approved

If the approver approves the request, this is the approval date.

Date_rejected

If the approver denies the request, this is the rejection date.

Request_ID

The unique ID that belongs to the request.

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Configure recipe ABS | REC-003 | Approve/Reject Request from Slack

Follow these steps to configure this recipe:

1

Optional. If you plan to use an application other than Google Sheets, change the sheet connection to your chosen application.

2

Map the result (approval or rejection) back to your application in Step 16 and Step 21.

Modify Step 16 and Step 21

3

Optional. If you are not using the Sheet connector, delete Step 11.