rotabot v4

Introduction and History

Created by JLaw, riding on the coattails of Mia!

• v1 - Manual :sad:
• v2 - Powered by Make and introduced by Mia!
• v3 - Powered by Zapier, and allowed configuration and multiple rotas!
• v4 - Powered by Workato! Allows same post to multiple channels, and uses service account!

Instructions

1. Ensure that you have added Workbot for Matillion Workspace to the Slack channel you want to post to.
   • You must complete this step, use /invite, select Add apps to this channel and find Workbot for Matillion Workspace.
2. Get the Rota Spreadsheet set up the way you want it, it has a little bit of complexity!
   • Take a copy of the template sheet, available here.
   • Ensure that the rota spreadsheet is viewable by All Matillion or by Johnathan Law at a minimum.
   • Complete the sheets named Rota and Slack sufficiently. Ensure you have enough days populated in Rota and names in Slack.
   • Slack sheet maps between names in the Rota and how they are mentioned in Slack. Ensure you use the member ID and the format <@MEMBERID>
   • Member ID can be retrieved from a user's profile, clicking on the triple dot menu, and selecting "Copy member ID"
     • Ensure you do not use the channel ID when you click on a user, but the member ID as above!!
3. Follow the example configuration block below, and add it to this repository.
   • Commit and push your changes to main inside the workato-config.json file to add a new rota.
4. This will be triggered the following day at 8am. The file is read from GitHub at execution time.
   • You may wish to use the Slack channel #rotabot-inactive for testing. Its channel ID is C064EJX84V6.
   • Note that the days-active block is a string - This validates each day (Monday - Friday) if the rota should be posted that day. Y means active, N means inactive.
     • This means YYYYY is every weekday, YNNNN only posts on Monday.
   • The message that is posted will automatically include a section at the end that links to the configured spreadsheet to edit (it reads Update this rota here)

Example Configuration

{
  "name": "TESTING", // The name of this rota
  "description": "The testing rota", // A description of what this rota is for
  "owner": "JLaw", // A person who can be contacted for issues
  "days_active": "YNNNN", // The days that this should message should be sent. Note that the first entry is Monday, and it is index 0.
  "spreadsheet": "1LBo8Lt-7Xk8r78Ydobe9fDvtf98JP5yOCzZOjsiTtok", // The spreadsheet to look at, the value between 'spreadsheets/d/' and '/edit#gid='
  "sheet_name": "Today", // The name of the sheet to look at, with the typical answer if using the template it will be "Today"
  "slack_channel": ["C06PARZUMJA", "C06PARZUMJA"], // An array of Slack channel(s) to send the message to, you must provide the channel ID and not the name!
  "message": "Good morning! :wave: This is a test message!\n`Person A:` <<col_B>>\n`Person B:` <<col_C>>\n`Person C:` <<col_D>>\n`Person D:` <<col_E>>\n`Person E:` <<col_F>>\n`Person F:` <<col_G>>\n`Person G:` <<col_H>>\n`Person H:` <<col_I>>\n\nUpdate rota <https://docs.google.com/spreadsheets/d/1LBo8Lt-7Xk8r78Ydobe9fDvtf98JP5yOCzZOjsiTtok/edit?usp=sharing|here>. " // The message to send, see https://help.zapier.com/hc/en-us/articles/8496025607181
}

Testing

There is a separate Workato recipe that can be enabled for testing. It is configured to ignore the Slack channels provided, and exclusively post into #rotabot-testing. Please ask Johnathan for the URL, you submit the same config that is stored in this repository via a POST request, and the config in the body.