From any Syft report, you are able to send this report to a Slack channel, to Microsoft teams and even directly to your mobile phone! Read the guide below to learn how.
How to send
Click on the "Download" button at the top right of your screen. From the download menu, you will have the option of either sending a pdf or a report to WhatsApp, Slack or Microsoft Teams.
📓 Note
If you select a "Send PDF" then Syft will send a pdf version of the report you are looking at to a WhatsApp number, a Slack team channel or a Microsoft Teams channel. However, if you select "Send Report", you will be able to choose a specific report template to send to these avenues.
Send PDF
Choose one of the following avenues to send a pdf to:
WhatsApp: After clicking this option, from the pop-up, enter your name and mobile number to send a PDF to your phone via WhatsApp.
Slack: After clicking this option, from the pop-up, enter your Slack channel email address to send a PDF to your Slack channel from Syft.
Microsoft Teams: After clicking this option, from the pop-up, enter your Microsoft Teams channel email address to send a PDF to your Teams channel from Syft.
Send Report
Click "Download" and choose either WhatsApp, Slack or Microsoft Teams under the "Send Report" section. From here, a report download pop up will allow for you to specify the type of report you would like to send, the style and language of the report as well as a preview of the report.
You will also need to specify your mobile number or channel email address within this pop up (depending on your chosen sending option).
Set up Slack
Firstly, ensure that the correct permissions are enabled on Slack by following the steps below:
Select and navigate to the specific Slack channels where you want the reports to be sent.
Click on the channel dropdown arrow
Click on "Integrations"
Click on "Send emails to this channel"
Click "Get email address" to copy this channel's email address
Paste it into Syft.
Sharing reports in Slack is a great way to allow your team to discuss and analyze data in real-time, promoting a collaborative environment where everyone can contribute insights and make decisions together.
Set up Microsoft Teams
Additionally, you are able to send your Syft reports to a Microsoft Teams channel! Follow the steps below to set this up:
Navigate to Microsoft Teams and click on the "Teams" tab
Select the Teams channel that you would like to send your Syft report to
Click on the ellipsis next to the channel name
Click on "Get email address"
Copy the email address of this Teams channel
Paste it in Syft.