Creating Cards in Slack

Roles: Author


Generating useful knowledge in conversations on a Slack channel? Capture that content by creating Guru Cards in Slack.

How To Create Cards in Slack

  • For the bot to create a Card in Slack, it needs to be a member of the channel. To do this, you can type /invite @guru in the appropriate channels.
  • During the Card creation process you can select the Collection, verifier, verification timeline, as well as the existing Boards and Tags with which you'd like the Card to be organized.
    • If the Tags/Boards you would like to utilize are not already in your Guru account you can create new Tags and Boards in advance of creating your Card by typing 'Create Tag' or 'Create Board' in your DM with Guru. As a note, you cannot create new Tags or Boards during the Card creation process.

Method 1

  1. To turn a Slack post or message into a Card, you can add the heavy plus sign emoji as a reaction on the applicable message. (If you would like to use another emoji to trigger the Card creation process, reach out to us at support@getguru.com)

    • Use this method when you want to capture content previously posted in the Slack Channel.
    • The Guru bot will redirect you to create the Card in a Slack thread, where you can then select the Collection, verifier, verification timeline, Boards, and Tags.
    • If you'd like, once you've completed the Card creation process you can delete the thread.

Method 2

  1. If you type 'create card' in your DM with Guru or in a channel with Guru @mentioned, Guru bot takes you through the flow for creating a new Card in Slack.
    • Utilize this method when you want to create new content in Slack.
    • During the Card creation process you can select the Collection, verifier, verification timeline, as well as the existing Boards and Tags with which you'd like the Card to be organized.