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🛠 Emoji shortcut configuration guide

Overview

Allma's Emoji Shortcuts help you move at the speed of thought. Configure your own custom shortcuts in Slack so any time you react with an emoji, Allma will complete a task for you - such as:

  • Create tickets in Linear
  • Update deals in Salesforce
  • Summarize long threads in Slack
  • Create or add to documents in Notion
  • And many, many more

Check out the emoji shortcut FAQs for more information

Installation instructions

  1. Install Allma using this link: https://app.allma.io/install/welcome
  2. Follow the onboarding steps in Slack

Slack configuration guide

Demo

create-emoji-shortcut-demo.gif

Instructions

  1. Go to Allma's App in Slack
    search-allma-step.png
  2. Scroll down to Add another shortcut
    scroll-to-add-another-step.png
  3. Select any action in the Slack section of the Pick an action dropdown (i.e. "Gather context")
    select-action-step.png
  4. Type the name of the emoji you want to use in the Pick an emoji dropdown i.e. 🤝 :handshake:)
    select-emoji-step.png
  5. Click Assign
    click-assign-step.png
  6. 🥳 You're done! Now go into any long thread, react with to a message with 🤝 emoji and follow Allma's prompts

Zapier configuration guide

  1. Go to Allma's App in Slack
    search-allma-step.png
  2. Scroll down to Add another shortcut
    scroll-to-add-another-step.png
  3. Pick an action from the Zapier section in the Pick an action drop down (i.e. choose "push to ticket system")
    select-zapier-action-step.png
  4. Start typing the name of an emoji from in the Pick an emoji drop down (i.e. type 🎫 :ticket:)
    select-zapier-emoji-step.png
  5. Click Assign
  6. Nice! You've set up the Allma portion of the shortcut, now you need to configure the Zapier portion. Click Set up
    setup-zapier-step.png
    1. Copy your API key
      copy-zapier-api-step.png
    2. Choose from one of the pre-configured Zapier templates, or create a new Zap and select Allma for the trigger (i.e. "Push messages to Linear tickets")
      select-zapier-template-step.png
    3. In Zapier...click on the Allma Icon, and then click Choose app & event
      choose-app-event-zapier-step.png
    4. Make sure the event is the same as the one you chose in Allma (i.e. "Push message to ticket system") then click continue
      click-continue-zap-step.png
    5. Next, authenticate your account by clicking Sign in or choose your account if you've configured one of thse before
      connect-allma-zapier-step.png
    6. Paste your API Key in the window that pops up. Click continue
      paste-api-key-step.png
    7. Make sure your Allma user is selected then click continue
      authenticate-allma-zapier-step.png
    8. Next, click into the App you are sending the message too (i.e. Linear)
    9. Choose an event (i.e. "create issue") then click continue
      linear-zapier-event-step.png
    10. Authenticate by clicking Sign in then click continue
      linear-account-auth-step.png
    11. Fill out any fields that you want to customize. For example, the title should be Message text and the Description should have the Message Permalink. Then click continue
      linear-issue-details-step.png
    12. Lastly, test your trigger, notice that this will create a ticket in Linear
      test-action-step.png

      ⁠Result in Linear:
      test-action-result-step.png
  7. 🥳Congratulations! You are ready to start using this, head into any channel that Allma is a member of and use your Emoji Shortcut! If you get stuck, grab some time with us here: https://calendly.com/d/dr5-bqh-vh9/allma-product-feedback
    use-emoji-shortcut-step.png
    Result in Linear:
    working-emoji-shortcut-result.png

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