Workbench intelligence for Slack

Installation guide

Overview

Workbench is our Organisational Intelligence platform. Powered by A.I., it connects, collects and analyses data from across your systems and people to help you maximise organisational effectiveness. The platform makes use of a critical – yet vastly under-utilised asset – your organisational data.

Workbench intelligence for Slack

Native insights

With our Workbench intelligence for Slack app you will be able to:

  • Measure Slack activity including connections, channels and levels of team engagement
  • Explore demographic differences and changes over time with advanced filtering including drill-downs and date-range pickers
  • Track emerging topics, trends and organisational sentiment
  • Compare usage, adoption and impact of Slack with Microsoft Teams and Workplace by Facebook
  • Gather anonymous feedback from your people using analytical assessments from within Slack
  • Ask questions designed by experts in organisational science, design and behavioural psychology

Anonymous feedback

All data and feedback is encrypted and identities remain anonymous. Metric data is only gathered in open channels and where the Workbench Slack bot has been invited to. Feedback responses are not connected to user accounts and cannot be traced back to the original respondent.

Connect to Slack in four simple steps

Note: Ensure that you are authorised to add apps to Slack, and that the Workbench intelligence for Slack integration app is approved by your Slack admin.

As an integration or Admin user of Workbench, you will be able to connect Workbench and choose the scopes that are required to enable the Workbench intelligence for Slack app to be active in your Slack workspace.

Step 1

Login into Workbench

Step 2

To connect Workbench intelligence for Slack, select the “Settings” menu item on the left hand menu and then the “Integrations” menu item. You will be presented with an array of integrations options that have been licensed for use. Now click on the Slack integration Icon to start the process to install Slack to Workbench.
On the next screen you will be presented with the option to install 3 different scopes: Sync Employees Sync employees in the Slack instance with employees that are added on Workbench Campaigns Send campaign questionnaires and reminders to employees directly with the Slack Workspace Networks Allow Workbench to capture Slack workspace network data to build insights and conversational network Select the scopes you require by sliding the slider on the right. Then click on the “Install” button.

Step 3

Complete the connection of Workbench to your Slack instance.

As the Slack Admin of your organisation, will need to sign in to your workspace and then authorise the connection to Workbench.

Once you have clicked on “Allow”, Workbench intelligence for Slack will automatically be added to your Slack workspace.

Step 4

Once Workbench intelligence for Slack has been added your instance you can then invite the Workbench to any of your open  channels.

To do this select the channels tab at the top on the connector screen and then via the 3 dots menu on the right hand side of the channel name, select join.

You can invite Workbench to any open Slack channel via the Workbench integrations dashboard.

To invite Workbench to a private closed channel, Workbench has to be invited into that channel via the Slack interface itself.

Note: Workbench cannot be invited to or  collect any metrics from any direct messages.

Once the connection and the channels invite have be completed, you will be able to deliver and see advanced metrics in Workbench and use Workbench to deliver any short survey questionnaires via Slack to understand how work gets done.

Demo mode

You can see an example of how Workbench intelligence for Slack can provide a questionnaire via Slack by typing /workbench in your Slack messaging pane.

To understand how Workbench intelligence for Slack collects, manages, and stores third-party data please visit our Privacy Policy page.

We help organisations exercise their Organisational Intelligence