Octonius Blog

The story of a Silicon Valley startup with an international team

Octonius-Slack Integration Guide

We’ve build the Octonius-Slack integration to end context switching between files and emails.

Learn the new capabilities we bring to Slack:
– how to search a document located on one or multiple storage.
– how to open that document.
– how to share a document (the sharing feature using our sync technology, any file change made by the recipient will update the file source).

A. Integrate Octonius to Slack

You have an Octonius account. If not, sign up or learn about security and getting started.

– go to Settings.
– click # Add to Slack.
– choose for which Slack team you want to use the Octonius integration, and for which channel you want updates from the Octonius bot.
– authorize the integration.

octonius_slack

Once done, you should receive on Slack a message from the bot.

B. Search, open and send files directly from Slack

a) Search a file

– type the following command:
/Octonius search filename (report, for example. One keyword for the filename is enought to find it, you don’t need to know the full name).

The query will return the folders and files with that name, from all the storage you have previously connected to Octonius.

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b) Open a file

– open a file in clicking on the file name (links on the left, on your search results).

Here is how to open an Excel file:

open_excel7

In the case you want to share a file with a team member, use your storage integration to share the file (via the + button, on the left of the message bar).

c) Send a file and work in sync

If you share a file using Click here to share, the file will be syncing between your cloud and the recipient cloud.
Any change brought by you or the recipient will update the file in both clouds.

– send a file in clicking on Click here to share.
fill in the recipient email address and click Share.

Congratulation! You have just searched and shared a file without leaving your Slack application.

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Any recipient with at least one cloud connected to Octonius will receive the file.

C final remarks

– the Octonius-Slack integration can be integrated to only one team on Slack (your company team).
– once integrated, the app should not be removed from Slack by any member of your team; it would remove the integration for the whole team.

Got a question? Send us a feedback or search your first file using the integration.

Collect Files from Slack

Upload forms are the easiest way to collect files from anyone.

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Octonius’ buckets allow you to receive files directly in a specific storage, via a link – No more file downloads and uploads.

How to use Slack and Octonius to collect files

– have a storage connected to Octonius.
– create a bucket in Octonius in clicking the + button in Buckets.
– share the associated URL in Slack.

As shows below, it can takes less than 20 seconds between the moment you share the link to the recipient(s) and the moment you can open the received files, directly from a public or private cloud:

The file sender                                                       The recipient(s)
slack-4

All the files will be automatically uploaded under the Octonius/buckets/foldername folder created in your connected storage.

buckets_inbox
Note: the form does not give access to your files; your storage remains private.

Have questions? Send us a feedback.
Visit www.octonius.com and start collecting files.

How to Set Up Slack for your Team

Here’s how you should set up a Slack page for your team.

Slack teams are working by invitation, only the administrator of a team can invite members.

1. Create an Account

– Go to Slack, create a new team: https://slack.com/create.
– Fill in your email address.

slack_create_ateam

– Copy/paste the Confirmation Code sent by Slack to your email address.
– Fill in your first name, family name and username (use your first name, or something more specific if you have a large team).
– Give a password.
– Fill in the team info details.
– Five your company name to your team.
– Give your company name to your URL.
– Invite (a limited number of people). To invite a large number of people click skip, and jump the next part.

2. Invite People / Invite a Large Team

This is the process you should use to send later invites or to onboard a large team on Slack.

– Click your company name.
– Go to Invite people.

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– Click Invite many people at once.

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– Add all your company members email, separated by a comma.

Your team is now ready to work and communicate on Slack.

If you encounter any limitation problem, we invite you to check the invitation limits page on Slack to find more details and a contact form to contact Slack directly.