Prerequisites

  • A Zapier account
  • A Slack account (Sign-in)
  • A Hansei account (Sign-in)

Integration Steps

Step 1: Initiate Integration in Zapier

  1. Log into Zapier.
  2. Select Slack for integration with Hansei.

Step 2: Set Up the Trigger

  1. Choose a trigger event from options like New channel, New File, New Mention, New Message Posted to Channel, New Message Posted to Private Channel, or New Public Message Posted Anywhere.
  2. In this case, select New File as the trigger.
  3. Connect your Slack account to Zapier.
  4. Fill in the required details:
    • Channel
    • User Name
    • Shared
  5. Choose an option under User Name.
  6. Click Continue.

Step 3: Test the Trigger

  1. Click Test Trigger.
  2. Ensure the test runs successfully.
  3. Click Continue.

Step 4: Set Up the Action

  1. Search for Hansei in the Action section of Zapier.

  2. Choose an event for Hansei action from:

    • Add File to Knowledge Base
    • Add text Content to Knowledge Base
    • Add Webpage Content to Knowledge Base
    • Generate Answer
  3. Select Add Text Content to Knowledge Base.

Step 5: Complete the Hansei Connection

  1. Connect your Hansei account to Zapier.
  2. Follow the steps to complete the Hansei action setup.
  3. Click Test Step to ensure it works correctly.

Step 6: Publish the Integration

  1. Once the test is successful, click Publish to activate the integration.

Additional Resources

Conclusion

With these steps, you can seamlessly integrate Hansei with Slack through Zapier, enhancing your workflow and productivity. For any further assistance, refer to the additional resources or contact support.