How to create a Slack bot to automate tasks for you from Udemy

Note: Slack has been updated quite a lot since this course was created. My latest course How to build an OpenAI bot for Slack uses the latest APIs for both Firebase and Slack.

There are so many aspects of businesses that can be automated using Slack.

What does it mean to automate a task?

Imagine being able to take a process in your business, and be able to get a bot to not only do it for you, but also do it perfectly every time. Not to mention your bot can be working 24/7, often perform tasks much faster than a human, and check on updates to systems every few seconds instead of hours or days. aka. the perfect employee.

What sort of tasks can be automated in Slack?

Almost anything you can think of. You're only limited by your creativity.

Say a client wants to know their balance on their account. They could email you, and then you reply. Or you could give them a slash command to retrieve their balance whenever they want.

Maybe a developer needs to log time they've worked. They could go into an accountancy system and manually enter that time, and then send a message to a project manager to let them they've finished their task. Or... you could give that developer a single custom slash command that will perform all those tasks for them.

So what are we going to learn in this course?

Let's say you have a company where employees can submit purchase requests for things they might want. They would normally fill out some form, give it to a secretary, who would then take it to the CEO to make a decision on. That secretary then needs to give that feedback to the employee who requested the purchase.

The secretary will also monitor all the purchase requests, so that if the CEO has forgotten to make a decision on one of them, that secretary will remind the CEO.

In this course we're essentially going to code up this entire flow, primarily by turning the human secretary into a Slack bot. So that the only human beings who will use the system is the CEO and the employee making the purchase request.

Pretty amazing right?

What's inside

Learning objectives

Build a slack bot
Build a custom slash command for slack

Respond to interactive slack messages
Persist state in a conversation flow

Build a slack bot
Build a custom slash command for slack
Respond to interactive slack messages
Persist state in a conversation flow

Syllabus

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Introduction

Welcome

What we are building

Setup core infrastructure

Create a Slack app

Create a custom slash command for Slack

Get an Express server up and running

Setup ngrok

Using git and an introduction to Slack's message builder

Creating a Slack bot

Create a Slack bot in our Slack app

Coding up the sendDM function

Review of sendDM and using it to send a direct message

Formatting and creating dynamic messages

Displaying buttons in Slack messages

Refactoring our code for handling routes

How to process button clicks in Slack messages

How to modify original interactive message after button click

Send feedback to the user who made a purchase request

How to keep track where in the conversation flow you are

Introduction to state management

Scaffolding a code module for Firebase

Saving data to Firebase

Review and getting the key for each record

Overview of using Firebase as the memory of our Slack bot

Reading data from Firebase

Code cleanup and planning on sending reminders to the CEO

Adding a timestamp when a purchase request was made

Recording the CEO's decision in Slack bot's memory

Review and code cleanup

Implementing a personal assistant for the CEO

Read all the purchase requests

Iterating over the purchase requests

Analysing each purchase request

Making a decision when to remind the CEO of specific purchase requests

Sending a message reminder to the CEO for specific purchase requests

Concluding thoughts

Summary of entire application

Overview of how to move this application into production

Some final tweaks to the CEO's personal assistant

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in How to create a Slack bot to automate tasks for you with these activities:

Review Basic JavaScript Concepts

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Reinforce your understanding of JavaScript fundamentals, as Slack bot development often involves manipulating data and handling asynchronous operations using JavaScript.

Browse courses on JavaScript Fundamentals

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Review variables, data types, and operators.
Practice writing functions and control flow statements.
Familiarize yourself with asynchronous JavaScript.

Brush up on Node.js and Express.js

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Refresh your knowledge of Node.js and Express.js, as these are used to create the server-side logic for handling Slack bot interactions.

Browse courses on Express.js

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Set up a basic Node.js server with Express.js.
Practice handling HTTP requests and responses.
Review middleware concepts in Express.js.

Build a Simple Echo Bot

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Create a basic Slack bot that echoes back user messages to gain hands-on experience with the Slack API and bot interactions.

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Set up a Slack app and obtain API credentials.
Implement a simple endpoint to receive Slack events.
Parse the incoming event and send a response back to Slack.

Four other activities

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Follow Slack API Tutorials

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Work through official Slack API tutorials to deepen your understanding of various bot functionalities and integration options.

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Explore the Slack API documentation.
Follow tutorials on interactive messages and slash commands.
Experiment with different API methods and event types.

Document Your Bot-Building Process

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Create a blog post or tutorial documenting your experience building a Slack bot, sharing insights and tips with other learners.

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Outline the key steps involved in building a Slack bot.
Document code snippets and configurations.
Share your learnings and challenges encountered.

Contribute to a Slack Bot Library

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Contribute to an open-source Slack bot library or framework to enhance your skills and collaborate with other developers.

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Identify an open-source Slack bot library on GitHub.
Review the library's documentation and contribution guidelines.
Contribute bug fixes, new features, or documentation improvements.

Expand the Purchase Request Bot

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Extend the purchase request bot with additional features, such as integration with a payment gateway or a reporting dashboard, to solidify your understanding of bot development.

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Identify areas for improvement or new features.
Design and implement the new functionality.
Test and deploy the updated bot.

Career center

Learners who complete How to create a Slack bot to automate tasks for you will develop knowledge and skills that may be useful to these careers:

Chatbot Developer

A Chatbot Developer designs, builds, and maintains conversational bots that can interact with users through text or voice. This course is directly applicable as it focuses on building a Slack bot, which is a specific type of chatbot. The course covers creating custom slash commands, responding to interactive messages, and persisting state in a conversation, all crucial skills for a Chatbot Developer. This course helps establish a foundation for building more complex chatbot systems. As well, this course specifically explores how to automate tasks, which a Chatbot Developer often enables.

See salaries and explore the career path for Chatbot Developer

Automation Engineer

An Automation Engineer focuses on streamlining processes by implementing technological solutions, often involving software and scripting. This course fits well with the role as it explores automating tasks within Slack using a custom-built bot. The course emphasizes how a bot can handle tasks such as purchase requests, which are normally performed by people. An Automation Engineer would benefit from the practical experience gained in the course, learning how to implement automated workflows using interactive messages and data persistence. The course offers an exceptional entry point into task automation.

See salaries and explore the career path for Automation Engineer

Software Developer

A Software Developer creates and maintains software applications. This course offers relevant practical experience in building a software application, specifically a Slack bot. The concepts covered, such as setting up a server, using version control with git, and integrating with APIs (like Slack's) help build a foundation in software development. Additionally, this course touches on state management and database interactions using Firebase, which are common tasks for a Software Developer. The course helps you gain experience in important areas of coding and software functionality.

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Backend Developer

A Backend Developer focuses on the server-side logic of applications, handling data and APIs. This course introduces core concepts related to backend development, such as setting up an Express server, managing routes, and interacting with a database (Firebase). The course provides experience in creating an application that responds to user interactions and persists data, which is part of the work of a Backend Developer. This course explores how a backend manages state and processes messages, important for building robust applications. It is an excellent way to learn the basics of backend development.

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Solutions Architect

A Solutions Architect designs and oversees the implementation of technical solutions for business problems. This course provides a practical example of how to create a solution using a Slack bot to automate a common workflow, such as purchase requests. The course teaches how to identify the requirements of a project, and then translate it into a working system. A Solutions Architect would find understanding the process of building such a solution valuable, especially in regards to integrating different technologies to address business needs. It teaches practical problem solving skills.

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Technical Project Manager

A Technical Project Manager oversees technology-focused projects, and needs to understand the technical challenges involved. By taking this course, the Technical Project Manager gains insights into the process of building a software application. The course covers aspects of software development, such as coding, server setup, and database integration. This understanding enables a Technical Project Manager to better manage projects involving software development teams. The course also demonstrates the importance of planning and execution in the life cycle of a software project. This helps one better manage the team and work.

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Business Analyst

A Business Analyst analyzes business processes and identifies areas for improvement, often involving technology solutions. This course demonstrates what is possible in terms of automating business processes with the help of bots. A Business Analyst would benefit from understanding how a Slack bot can take over the tasks of a human, and also how to streamline workflows. The knowledge of how to build a bot, as covered by this course, gives a Business Analyst a tangible example of what is possible. This may be useful in their work.

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IT Support Specialist

An IT Support Specialist provides technical support and troubleshooting for computer systems and software. This course may be useful due to the exposure to some software development, and the understanding of how a particular type of application operates, specifically a Slack bot. While not directly related to systems monitoring, troubleshooting, and setup, it may prove useful in learning more about how software systems work. The course provides knowledge about the inner workings of the bot. This may be useful for an IT support specialist.

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Process Improvement Specialist

A Process Improvement Specialist focuses on optimizing business processes to increase efficiency and reduce costs. This course offers clear practical examples of how technology, such as Slack bots, can be used to automate manual processes. For example, the course details how a purchase request workflow can be automated through a Slack bot. A Process Improvement Specialist may find the course helpful in their approach to streamline workflows and identify areas where automation can be used. The course provides a concrete foundation for improving processes.

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Technology Consultant

A Technology Consultant advises organizations on how to best use technology to meet their business goals. This course provides a practical example of how a specific type of technology, namely a Slack bot, can be used to automate tasks and streamline workflows. Understanding how this bot is built, as covered by the course, may be helpful for a Technology Consultant in recommending solutions to their clients, even if they end up using a different type of technology. It shows some real world examples of where bots can be useful.

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Data Analyst

A Data Analyst analyzes data to provide insights and recommendations to assist decision-making. This course may be useful in understanding how data is handled in a software application. The course provides practice in how to save and retrieve data using Firebase. While the specific type of data manipulation covered in the course might not be exactly what a Data Analyst usually works with, the course may be helpful in understanding data persistence mechanisms. It provides context for how data can be used.

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Technical Writer

A Technical Writer creates documentation for software and technical products. This course may be helpful in understanding the process of creating a software application. While not directly related to documentation, the course provides some context into the inner workings of software. A Technical Writer may find this understanding helpful in documenting similar applications, though the course is not focused on writing itself. The course might give perspective on what it is like to build software.

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Sales Engineer

A Sales Engineer uses their technical knowledge to support the sales process, often demonstrating how a product or service works. This course may be useful in building an understanding of a certain type of technology. Though the course focuses on building a Slack bot, not selling one, the understanding of the underlying technology could be helpful in demonstrating similar types of systems. The course could provide insights into what certain types of automation are like, from a technical perspective. This could be useful during the sales process.

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Quality Assurance Analyst

A Quality Assurance Analyst tests software to ensure it meets the required standards and functions correctly. This course may be helpful for gaining an understanding of software and the software development process. While the course primarily focuses on creating a Slack bot, it might be useful in understanding how software works. The knowledge of how the application flows may be useful for testing in similar scenarios, though the course is not directly related to quality assurance. It may help give context for a Quality Assurance Analyst.

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Customer Support Representative

A Customer Support Representative assists customers with inquiries and issues related to a company's products or services. This course may be useful in better understanding software systems. Though the course is not directly related to customer service, understanding the technical side of software may be useful in addressing customer issues. The course may be helpful in understanding the workflow of software, and provide more insight into processes that may be used for customers. It may be helpful in a peripheral way.

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