AI ANALYTICS BUILDER SERIES - HANDS ON WORKSHOP

Connect Tableau to Slack

Connect Tableau to Slackbot: Analytics Where Your Team Works

Your data is only as powerful as its reach. In this hands-on workshop, you'll learn how to bridge the gap between analytics and daily action by connecting Tableau to Slack — and then use Slackbot to bring interactive, AI-driven insights directly into the workspace where your team already collaborates, decides, and acts.

We'll walk step-by-step through setting up Slackbot and Tableau, supported by  Model Context Protocol (MCP). We’ll help you query Tableau dashboards and data sources, explore metrics from Tableau Pulse, and answer data questions with natural language directly inside Slack.

By the end of this session, you will be able to:

  • Build the Integration: Connect the Tableau MCP server to a custom Slack app using a secure, step-by-step framework to configure APIs and webhooks
  • Enable Natural Language Queries: Empower non-technical teammates to ask complex data questions in plain English and receive instant chart renders or metrics in Slack
  • Deliver AI-Driven Insights at Scale: Use Tableau AI to interpret dataset changes and auto-generate context-aware summaries
  • Help your entire team to implement Slack and Tableau workflows with a set of step-by-step instructions to implement governed analytics at scale.
  • Get all the tools you need to successfully test the solution, including, including a Tableau Cloud Sandbox, Slack Sandbox, instructions, and sample data set.

This session is ideal for:

  • BI Analysts & Data Visualization Specialists looking to boost dashboard adoption and engagement
  • Analytics & Data Engineers interested in API integrations, automation, and Slackbot development
  • Analytics Directors & Ops Leaders seeking real-time, actionable insights for their teams

Prerequisites (details and links will be included in your registration confirmation)

  • Ability to access a Salesforce-provided Slack workspace to test the solution
  • Access to a developer sandbox Tableau Cloud Site

 This is a beginner friendly workshop but note that knowing the basics of Tableau and Slack will help you implement this solution faster. 

 

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Kyle Massey

Lead Tableau Developer Advocate

Kyle is a Lead Tableau Developer Advocate at Salesforce, as well as a 4x Tableau DataDev Ambassador and 1x Visionary. He lives with his husband, Dan, in Columbus, OH. He is passionate about enabling, teaching and empowering DataDevs and the broader DataFam with all things Tableau + Development!  Kyle is originally from Cincinnati, OH but moved to Columbus in 2004 to attend the Ohio State University and never left! In his spare time, Kyle enjoys spending time with his pets – Kevin (dog) & Willie (cat), traveling, LEGO and video games!

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