If you want to have your Dashboard subscriptions sent to Slack channels (or people on Slack), an admin must first integrate your Metabase with Slack.
Here’s an overview of the steps for setting up Slack:
For Metabase to post to your Slack channels, you’ll need to create a Slack App and make it available to Metabase.
From any Metabase page, go to Admin settings > Settings > Slack.
Click on Open Slack Apps. Metabase will open a new browser tab and send you over to the Slack website to create the Slack app.
On the Slack website, click Create an App.
Select the workspace you want to create your app.
When you click on Open Slack App, Metabase will pass along the app manifest, which Slack will use to set up your app.
You may get a warning that says:
This app is created from a 3rd party manifest Always verify URLs and permissions below.
This warning is expected (Metabase is the third party here). You can click on Configure to see the app manifest Metabase sent along in the URL. Here is the manifest in YAML format:
_metadata: major_version: 1 minor_version: 1 display_information: name: Metabase description: Bringing the power of Metabase to your Slack #channels! background_color: "#509EE3" features: bot_user: display_name: Metabase oauth_config: scopes: bot: - users:read - channels:read - channels:join - files:write - chat:write - chat:write.customize - chat:write.public
The manifest just take cares of some settings for your app and helps speed things along.
Click the Next button. Then hit Create to set up your Slack app.
On the Slack site for your newly created app, in the Settings > Basic Information tab, under Install your app, click on Install to workspace. On the next screen, click Allow to give Metabase access to your Slack workspace.
On the Slack site page for your Slack app, on the left in the Features section, click on OAuth and Permissions in the Slack Apps sidebar and then copy the Bot User OAuth Token. Return to the Slack settings page in your Metabase and paste this token in the Metabase field with the same name.
In your Slack workspace, create a public channel named whatever you want — we think something like “metabase” does just fine — then enter that channel’s name in the Slack Channel Name field in Metabase. This channel allows your Metabase to post to your Slack workspace without having to deal with unnecessary permissions. Make sure the channel you create is the same channel that you enter in this field in Metabase (omit the “#” prefix).
In Metabase, click on the Save changes button and that’s it! Metabase will automatically run a quick test to check that the API token and your dedicated Slack channel are working properly. If something goes wrong, it’ll give you an error message.
There are a few other settings you configure in Metabase. Learn how.