Dot Collector & Slack Integration User Guide

Table of Contents


OVERVIEW

Dot Collector's Slack integration allows users to give and ask for dots within a Slack chat or channel. In line with Principles' broader mission to enable users to dot anytime, anywhere, this integration makes it easier for users to exchange dots by eliminating the need to switch between applications and devices. As a user of both Slack and Dot Collector, you can give dots, ask for dots, and receive notifications within Slack by performing the below simple actions.

Give dots in one of these 3 ways:

  1. Engage the Dot Collector app (or ‘bot’) by typing the word “dot” in a direct chat with the app
  2. Use the following Slack commands in a direct chat or channel:
    • “/dot”
    • “/up-dot”
    • “/down-dot”
  3. Hover-over any Slack message and select “Give dot” from the “More Actions” drop-down menu. This will allow you to associate that message in your dot comment

Ask for dots: 

  • Use the Slack command “/ask-for-dots” in a direct chat or channel

Receive notifications and prompts:

(Note: Please refer to the Use Guidance section of this document to change your notification settings)

  • Each time you receive a new dot or a request to give dots.
  • At the end of each day if you didn’t give any dots.
  • After a Slack call has ended. 
  • At the end of each day, receive a summary of dots received by people within a user-defined custom group. 
  • As a manager, receive a summary of dots given to your direct reports.

HOW TO: GIVE A DOT IN SLACK

There are three ways to give a dot in Slack: 

Option 1: Dotting via Direct Chat with the Dot Collector App (‘Bot’) 

  1. You will see “Dot Collector” on the left sidebar of your Slack window under “Apps.” Click to begin chatting with the bot.

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  1. To give a dot, type the word “dot” in the chat bar and press Enter. Click “Finish dot” and begin filling out your dot details (person, attribute, rating, meeting number, and/or comment) within the pop-up form.

 

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  1. Alternatively, you can type the word “dot” followed by your dots details in the following order: dot [@person(s)] [attribute(s)] [rating] [“freeform comment”] (e.g. dot @Eric Baker driven to achieve excellence 8 “thanks for the help”).
    Your freeform comments always need to be in quotation marks. Press “Enter” when you’re done typing your dot details, and you will have a chance to edit or confirm your dot before you submit.
    We recommend that you at least use this functionality to specify the subject of your dot using the “@” symbol, otherwise you may need to scroll through the entire company directory to find the person you’re looking for in the pop-up form.

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Option 2: Dotting within a Direct Chat or a Channel by Engaging the Dot Collector ‘Bot’

Use the command “/dot” to engage the Dot Collector bot from within a direct chat or a channel. You can either stop typing there (which will then prompt the system to generate a form where you can fill out your remaining dot details i.e. person, attribute, rating, meeting number, and/or comment) or continue typing your dot details as part of your command in the following order: /dot [@person(s)] [attribute(s)] [rating] [“freeform comment”]  (e.g. /dot @Eric Baker driven to achieve excellence 8 “thanks for the help”).

You can also type the command “/up-dot” which will pre-fill the rating as 8 or “/down-dot” which will pre-fill the rating as 3.

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Note: If you choose to give a dot from within a channel, you will also have the opportunity to share your dot with the other members of that channel once prompted, so long as the Dot Collector App has been added to that channel (refer to the Use Guidance section of this document to invite the app into a channel).

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 Option 3: Give a Dot Associated with a Slack Message

  1. Hover over the Slack message you would like to dot on and select the ellipsis “More actions” drop-down menu.

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  1. Select “Give dot” from the drop-down menu. Keep in mind that the message you have selected will automatically be included in the text comment field of your dot. If you do not see “Give dot” in the drop-down menu, select “More message shortcuts…”

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  1. The Dot Collector app will prompt you to finish your dot. Click “Dot.” This will prompt the system to generate a form where you can fill out your remaining dot details (person, attribute, rating, meeting number). You will also be able to edit the comment before submitting.

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HOW TO: ASK FOR DOTS

To ask for dots, type the command “/ask-for-dots” from within a direct chat or channel. Click “Finish request for dots” to fill out your request details (people, attributes, message) within the pop-up form.

You can optionally include these details directly in your text command using the following sequence: /ask-for-dots [@person(s)] [attribute(s)] [“freeform message”] (e.g /ask-for-dots @Eric Baker prioritizing determined “please give me feedback on the roadmap!”). You will be prompted to edit or confirm your request before submitting.

Please note:

  • The freeform message in your text command always needs to be in quotation marks.
  • You can include up to 3 people and 3 attributes in your text command.

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USE GUIDANCE

Access Use Guidance within Slack: 

You can access help for the Dot Collector integration from within your Slack workspace anytime by typing “help” and hitting Enter in a direct chat with the Dot Collector Bot.

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Turn On / Off Notifications:

The Dot Collector integration allows you to receive the following notifications, reminders and daily digests within your Slack workspace: 

  • Notifications:
    • When you receive a new dot
    • When someone asks you for dots
  • Reminders:
    • If you go a day without giving any dots 
    • When you end a Slack call 
  • Daily Digests:
    • Dots received by your direct reports (for managers only)
    • Dots received by people within a user-defined custom group

See Notifications Deep Dive for more detailed guidance on each notification. Any one of these notifications can be turned on or off at any time. To review and/or edit your preferences, type “help” and hit Enter in a direct chat with the Dot Collector Bot. Click the “Notification Settings” button at the end of the automated help response.

Alternatively, you can change your preferences by selecting the GEAR icon located at the bottom of the notification text whenever you receive one.

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Notifications Deep Dive

  • New Dot Notifications - The Dot Collector Bot sends you a direct message alert each time you receive a new dot. The message alert will include the person who dotted you, the attributes, ratings, and comment. You will also be able to dot that person back by selecting “Give a dot.” 

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  • Dot Requests - The Dot Collector Bot sends you a direct message alert each time you receive a request for feedback.

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  • Daily Dot Reminder - The Dot Collector Bot sends you a direct message alert at the end of each day, if you have not given any dots.

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  • Call Ended Dot Reminder - The Dot Collector Bot sends you a direct message alert each time you have ended a Slack call, prompting you to give dots.

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  • Daily Digest: Direct Report Dots - The Dot Collector Bot sends you a direct message alert each at the end of each day with a summary of dots given to your direct reports. If you do not have any direct reports, you will not receive this message even if you have the notification turned “on.” 

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  • Daily Digest: Custom Group Dots - The Dot Collector Bot sends you a direct message alert at the end of each day (~5pm EST) with a daily digest of dots received by people within your defined custom group. 

    To create a custom group, start by accessing your notification settings by typing “help” and hitting Enter in a direct chat with the Dot Collector Bot and clicking the “Notification Settings” button at the end of the automated help response. Scroll to the bottom of the notification list to where you see “Daily Digest: Custom Group Dots” and select “Click Here” to set up your group. You will be directed to the Group Administration page to create your custom group. Note that you can alternatively access this same Group Admin page through your Principles homepage by navigating to your “Personal Settings” from the sidebar menu from the upper-left corner of your homepage. Click the “Go to My Groups” link from your Personal Settings pop-up.

    Once on the Group Admin page, start by clicking “Create Group” and enter the group name exactly as follows: “slack-group-notification”. To add members, begin typing the names and select from the typeahead list. When you’re done, click “Save.” Note that you can edit members in your custom group at any time by clicking the ellipsis under the Actions column and selecting “Edit Group.” 

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Invite the Dot Collector App into a Channel 

While you can use the basic functionality of the integration in any chat or channel, if you would like to share your dot with the members of a channel, you will need to invite the Dot Collector app first. To do this, simply type “@DotCollector” and press Enter (this is similar to how you might “@” a person to invite them into a chat or channel).

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