Seamless Forum Management: Automating Workflows with Retool and Slack 🚀

🤝 Community Show & Tell
1

Hi Retool Community! :wave:

I’m excited to share how I automated employee forum participation tracking using Retool, Slack integration, and workflows. This solution streamlines forum link distribution, prevents duplicates, and updates scores dynamically—all while displaying personalized data for employees in Retool. If you want to boost engagement and simplify tracking processes, this might spark some ideas for your projects. :rocket:

Key Features :

  1. Slack Integration for Forum Link Distribution
  • Objective: Send forum links to employees via Slack.
  • Action: Use the Slack API to send links and capture sender details. Workflow runs at 7:00 PM daily.
  1. Workflow Automation
  • Objective: Automate the workflow at 7:00 PM each day.
  • Action: Schedule workflow, fetch Slack conversation data, and use SQL queries to match Slack users with employees.
  1. Duplicate Forum Link Handling
  • Objective: Detect duplicate forum submissions.
  • Action: Check for duplicates using SQL queries, and return a duplicateLink array if necessary.
  1. Scoring System & Status Update
  • Objective: Track forum submissions and update scores.
  • Action: Assign a score of 2 for a new submission; update to 4 if marked "Solution Checked :white_check_mark:".
  1. Workflow Queries & Logic
  • Objective: Automate SQL insertions and updates.
  • Action: Use JS and SQL queries to insert new records or update scores based on forum submission status.
  1. Data Display in Retool
  • Objective: Display forum data in Retool.
  • Action: Show employee name, email, score, forum link, and submission date. Filter data by the employee and display relevant information.
  1. Error Handling for Missing Data
  • Objective: Handle missing or incomplete submissions.
  • Action: Mark missing submissions with a score of -1 for the current date ( excluding weekends ).

How It Works

  • Integration: Slack API distributes forum links, capturing sender details.
  • Automation: Workflows process data daily, updating scores and detecting duplicates.
  • Data Display: Retool dashboards personalize and filter forum data for each employee.
  • Scoring System: Tracks and updates participation based on submission status.

:star: Review the project recording.

  • Slack & Retool App Dashboard ScreenShot :

Untitled design (1)

  • WorkFlow Recording :

Work Flow Recording

Slack API ScreenShot ( For More Information )

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Untitled design (1)1346Ă—1080 109 KB

WorkFlow JS Code ScreenShot ( For More Information )

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image1133Ă—840 91.2 KB

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image1134Ă—842 74.8 KB

8 Likes
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Hi @WidleStudioLLP, this is a great use case!

Do you mind attaching screenshots of the Workflow? I would love to see those code blocks, but there are not enough pixels on the GIF to be able to read the code when zooming in.

Thanks for sharing! :slightly_smiling_face:

3 Likes
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Hello @Paulo

Great to hear that you found it interesting! We've updated the post with clearer Workflow screenshots so you can see the code blocks in more detail.

Thank you for your feedback! :blush:

4 Likes