How to Integrate Birdie + Slack
Mariana Carrero Rodrigues
Last Update 9 months ago
This integration is dedicated to importing Conversations and Conversation Messages from your Slack Workspace into Birdie. Below are key details about what we need to set up the integration and how conversations are imported.
The Slack API uses industry-standard OAuth 2.0 protocol for authentication and authorization, and in order to generate the credentials, your company's targeted Slack Workspace must have an App added to it, with a Bot configured.
Using a Slack Bot for Authentication
Due to Slack’s new rate limit policies, each client must now create their own Slack App (Bot) to connect their workspace with Birdie. This ensures proper authentication and helps avoid shared limits across different workspaces.
Create a Slack App
- Access https://api.slack.com/apps using an admin account in your Slack workspace.
- Click “Create New App” → “From scratch”.
- Choose a name for the app (e.g. Birdie App) and select your Slack workspace.
- Click Create App.
Configure OAuth & Permissions
In the left sidebar, go to “OAuth & Permissions”.
Under Scopes, add the following Bot Token Scopes:
Install the App to Your Workspace and Get its Access Token
In your Slack App settings, go to OAuth & Permissions.
Scroll down to the section “OAuth Tokens for Your Workspace”.
Click the Install to [Your Workspace Name] button.
Slack will ask you to review the requested permissions: click Allow to confirm.
Once the installation is complete, Slack will automatically generate an OAuth Access Token for your app.
You’ll find it in the same section under “OAuth Tokens for Your Workspace”.
⚠️ Important: Please copy and share this Access Token securely with Birdie’s integration team. This token allows Birdie to connect to your workspace and import conversation data.
Add the Bot to desired channels
Open Slack and navigate to the desired channel.
Use the /invite command in the channel to add the bot:
For private channels, you need to be an admin or have the required permissions to invite the bot.
The bot will now have access to interact with the channel and retrieve messages if its permissions allow.