SENDING INSIGHTS VIA SLACK AND EMAIL

How to setup Slack for receiving automated data insights

Octoboard can monitor changes in your cloud data trends automatically and send regular updates to your Slack channel or by email. You can ask for data insights from all major cloud platforms - from Paid Advertising systems to Web Analytic and Social Networks. Octoboard Insights is an add-on feature in our premium plans.

We have prepared some 50 insights for you to choose from. Setting up your Slack channel or email for receiving updates is very easy. This tutorial shows the main steps for selecting insights and setting up distribution channels.

Selecting Insight for distribution

To access Insights setup in Octoboard select "MANAGE INSIGHTS..." menu item in the top-right menu.

Octoboard Insights are organized in groups. Default group is called "Automatic Insights" is always available from the beginning. It will automatically analyze trends and will send updates during trial. You can delete it any time. This default group will only send notifications to main administrator of your account. As with any email distribution, it is very easy to stop default insights by either using Unsubscribe link at the bottom of notification emails or by turning insights off in the Octoboard platform.

In this tutorial we will create a new Insight group. You can have up to 3 insight groups per client / team in your Octoboard account.

To create a new Insight group please click "ADD INSIGHT GROUP +" button located at the bottom left of the screen.

When you click the button, the "New Insight Group" is created. It does not have any insights and distribution channels (Slack or Email are not yet configured). You are now ready to add insights to the group by clicking "ADD INSIGHT +" button shown at the following image.

When you click the button, you will be asked to select from the list of available insights. Each selected insight is then added to the group.

All insights added to the group are visible in the main panel. You can always remove, hide or re-connect insights to a different cloud platform. Use switches shown on the image below to perform these action.

Selecting distribution channels for insight group

Now that you have added insights to the insight group, you can configure distribution channels - Slack and/or Email. You can have different distribution channels per group. To enable a channel, simply set the channel switch to ON. If you set it to OFF, channel will be disabled.

Adding Slack channel

To add your Slack channel, set Slack switch to ON and click on link "Connect your account to Slack here". Slack connection dialog will popup prompting you to enter your Slack login details.

In the popup dialog you will need to allow Octoboard to use required permissions.

Once Slack is connected, you can configure the following parameters:

Slack channel - Slack channel to send insights to

Update frequency - weekly or monthly updates frequency

Reporting positive trends

We added "Positive Insights Only" filter that can be used for configuring any insight group and insight updates.

If the "Positive Insights only" filter is selected, Octoboard will send insights that show positive trends only. For instance, Octoboard monitors cities of your website visitors. If you configure positive insights filter, our platform will report cities that increased activity in the monitored time period. Please note, that if you only have negative trend changes in the monitored period, you will not receive update for that period.

To see what trends are reported in each case, please use "SEND TEST INSIGHTS" button for Email or Slack channel.

Removing Slack channel

You can always disable insights by removing them from the group or by deleting insight groups. If you want to stop using Slack altogether, disconnect your Slack channel. You can do so by visiting TOP-RIGHT MENU > MANAGE ACCOUNT... > Slack Tab. Click "DELETE" button to disconnect Slack from your Octoboard account.