Creating Cards in Slack

Roles: Authors


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

How to Create a Card in Slack

Recommended Approach:

  1. Use Slack Actions to turn a Slack message into a Card. When hovering over a Slack message, click on the three ellipses (“...”) displayed on the upper right-hand corner, which provides the option for “More actions”  

  2. After clicking on the three ellipses, select “Create Card” and a dialogue will appear.

  3. Then, select which Collection, Title, and Content you’d like to include in your Card.

  4. Click “Save” to save your Card in Guru.

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Alternative 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)

  2. 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.

    1. If you'd like, once you've completed the Card creation process you can delete the thread.

NOTE: For the bot to create a Card in Slack using the emoji reaction, the bot needs to be a member of the channel. To do this, you can type /invite @guru in the appropriate channel.

Alternative Method #2

  1. Type create card in your DM with Guru or in a channel with Guru @mentioned (i.e. @guru create card),

  2. 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.

Things to note when creating Cards in Slack:

  • 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.

  • You cannot create new Tags or Boards during the Card creation process.

  • If you answer a question in Slack by creating a new Card via the bot, the verifier is automatically you.

  • The timeline for verification is set for three months by default.