Why should I integrate my Marvin and Slack accounts?
With the Slack integration, you can enable two-way sharing between both platforms.
Here are some of the nifty features of this integration:
Push Slack messages to new project files in Marvin
Automate sharing of summaries and Insights on Slack channels
Use Marvin’s Ask AI directly from Slack
Integrating your Slack account
To enable two-way sharing, you have to complete the integration on both apps.
1. Integrate on Marvin
Head over to the ‘Integrations’ tab in the left navigation menu and click ‘Connect’ under Slack.
If an admin on Marvin has already integrated with Slack, you will see a ‘Disconnect’ option. This means you are already connected as it was done for your entire team.
Once this is enabled, you can set up automated research sharing from Admin and Project settings.
2. Add the Marvin app on Slack
Within Slack, go to the ‘Apps’ section and search for ‘Heymarvin’. Click the app and complete the steps to install it.
Instead of searching in 'Apps', you can also type '/heymarvin' in any chat box to quickly locate and install Marvin's Slack app.
You must complete this step if you want to push Slack messages to Marvin or use Ask AI on Slack. The Marvin app on Slack is not automatically added for the entire team.
You’ll have to grant the following permissions to the Marvin app to continue with the integration.
Export Slack Messages to Marvin
You can add important feedback and insights on Slack to research projects in Marvin. Export any text or images in a Slack message to a new file in a Marvin project. Annotate and analyze the exported data as usual to make your research more robust.
To access the export option, click on the three dots against any Slack message and click ‘More message shortcuts’.
Search for ‘Heymarvin’ and select the command that says ‘Push to Marvin’.
You'll need to login the first time you push a message from Slack.
You'll have to grant permission for the app to use your Slack workspace.
Once you're connected, click on the three dots against any Slack message. You'll see the shortcut in the menu.
Select the project on Marvin to which you want to export. Click ‘Save’ to confirm.
You’ll see the message as a new file in your project in Marvin. You can only create new files.
Marvin can also automatically create notes for any files you add from Slack. Just make sure you enable this in project settings: ‘Create auto-notes automatically for all imported files’.
Automate sharing on Slack
You can also use the integration to share research in Marvin with your team on Slack. Setup automations to share summaries of published Insights and all new project files to specified channels in Slack.*
Make published Insights visible to everyone to use this feature. Admins can switch it on from ‘Data privacy and access’ in Admin settings.
There are two ways to set up this automation. Admins can toggle on an option to share all published Insights across all projects from Admin settings to one channel.
However, if you would like to share published Insights and file summaries for a specific project to a different channel in Slack, you can override this in project settings. You can also switch this off for your project from this page.
Use Ask AI in Slack
You can use Marvin’s Ask AI directly from Slack. It will gather insights from your repository and add them to your Slack conversations. You can use Ask AI in any channel, but not in DMs. It will use all folders to collate responses.
Use command /askAI to collate answers from your repository. Here are some examples of the prompts you can use.
/askAI What did users say about our new features in the last NPS survey?
/askAI Summarize our last 5 sales team calls
FAQs
Q. Can I add Slack messages to existing files in Marvin?
A. You can only create new files while exporting messages from Slack to Marvin.
Q. Can I push videos, documents, and other types of files from Slack to Marvin?
A. Currently, you can only push text and images from Slack to Marvin
Q. Where will all published Insights be shared automatically on Slack?
A. Admins can choose to share all of their team’s published Insights on the selected channel in Admin settings. For each project, you can override this and change the channel or switch this off from Project settings.