If you wish to send Insights with Pulse to Slack, here's a quick guide on how to set everything up and send Pulse to Slack.

💡 Note that the Pulse feature is available only in the Productive Premium plan.

Set-up

Every Productive user has an option to send an Insight from Productive to a Slack channel. The following steps explain how to set everything up:

  1. Productive admin sets up the organizational integration

Organization-wide Slack integration needs to be set up to send Pulse via Slack. Go to Settings > Organization integrations. Click on the Connect slack button and follow the steps.

When you allowed the Productive app to access your Slack workspace, the message will show up: Successfully connected to Slack.

2. Any channel member invites Productive to Slack channels

After you set up Organisation integration, you need to invite Productive to the channel to which you wish to send Pulse.

Any channel member can write in the channel chat "@productive" and hit Invite them.

Repeat this step for every Slack channel (public or private) you wish to receive Pulse to.

Send Pulse to Slack

All productive users with access to insights can now send Pulse to Slack channels. Go to the Insight of your choice and click on the 🔔 in the upper right corner and select + Create a pulse.

Above that, you will see previously created Pulses for that Insight, different icons for e-mail, and Slack Pulses.

A window will appear where you will define the following for the new Pulse:

  • When the Pulse will be sent, and

  • Export format (PDF, CSV, XLST).

To see a bit more on Pulse creating options check the instructions here.

Then choose Send Pulse via Slack from the dropdown menu on How and pick a Slack channel to which you wish to send this Pulse.

💡 Pulse can be sent to one Slack channel at a time. If you wish to send the same Insight to multiple Slack channels you need to create separate Pulses for each.

There are no restrictions on sending private Pulses to public channels, so keep an eye on the Insights you are sending.

💡 Note that public channels are listed in the dropdown by default, and private channels will be listed only after the Productive app has been invited (see above).

Now when you've set everything up, hit Save pulse. You can also Send a test pulse, to check if everything is working properly.

Receive your Pulse in Slack

Your Pulse should arrive in your Slack channel like this:

If you wish to learn more about Slack and other integrations, check here:

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