Open Authorization

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This tutorial guides you through setting up external authentication in an app via OAuth2. The sample app for this tutorial demonstrates multi-stage workflows for requesting and collecting feedback on messages that starts with the press of a reaction, with responses stored dynamically in a Google Sheet. Because the focus of this tutorial is setting up OAuth2, we won't be going through every workflow and function, but you can check them out in the sample app repo on GitHub.

First time creating a workflow app? Try a basic app to build your confidence, such as Hello World!

Before we begin, ensure you have the following prerequisites completed:

  • Install the Slack CLI.
  • Run slack auth list and ensure your workspace is listed.
  • If your workspace is not listed, address any issues by following along with the Quickstart guide, then come on back.

Step 1Create an app using the Slack CLI

Every app journey begins with a few common steps. Complete the prerequisites below to get started.

  • Create an app

    After you've installed the command-line interface you have two ways you can get started:

    Use a blank app

    You can create a blank app with the Slack CLI using the following command:

    slack create simple-survey-app --template https://github.com/slack-samples/deno-blank-template
    

    Use a pre-built app

    Or, you can use the pre-built Simple Survey app:

    slack create simple-survey-app --template https://github.com/slack-samples/deno-simple-survey
    

    Because this tutorial will not go through creating all of the files, a pre-built app might be easiest to follow along with.

    Once you have your new project ready to go, change into your project directory.

  • Explore the app structure

    Let's take a look at what's inside our new "Simple Survey" project directory:

    assets/
    datastores/
    deno.jsonc
    deno.lock
    external_auth/
    functions/
    import_map.json
    LICENSE
    manifest.ts
    README.md
    slack.json
    triggers/
    workflows/
    

    The first place to direct your attention are the datastores, functions, triggers, and workflows folders. These are where the definitions and implementations for the inner workings of your app live. As you might have guessed, the external_auth folder is where we'll define our external authentication.

    The next place to look is the manifest.ts file. This contains your app's manifest, which is where we can configure things like bot scopes and tell our app about our workflows. We'll return to the manifest a bit later.

    Other items in the project include:

    • .slack/: a home for internal configuration files, scripts hooks, and the app SDK. This directory must be checked into your version control. You'll also notice a .slack/apps.dev.json once you begin building: this file is in .gitignore and should not be checked in to version control.
    • import_map.json: a helper file for Deno that specifies where modules should be imported from.
    • assets/: a place to store assets related to the project. This is a great place to store the icon that your app will display when users interact with it.
  • Explore the supported workflows

    This app's functionality is centered around six workflows. While we won't go into detail on all of them, it's important to know how they all fit together so that we can understand the flow of data later on. Here are the workflows:

    • Prompt survey creation: Ask if a user wants to create a survey when a 📋 reaction is added to a message.
    • Create a survey: Respond to the reacted message with a feedback form and make a new spreadsheet to store responses.
    • Respond to a survey: Open the feedback form and store responses in the spreadsheet.
    • Remove a survey: Delete messages with survey and surveying users for reaction events.
    • Event configurator: Update the channels to survey and surveying users for reaction events.
    • Maintenance job: A daily run workflow that ensures bot user membership in channels specified for event reaction triggers. Recommended for production-grade operations.


    Now that we've covered the app's basic structure, let's look at hooking up OAuth2 by first preparing our Google services.

Step complete!

Step 2Prepare your Google services

Obtain the necessary Google credentials.

  • Get your credentials

    With external authentication, you can programmatically interact with Google services and APIs from your app.

    The client credentials needed for these interactions can be collected from a Google Cloud project with OAuth enabled and with access to the appropriate services.

    Create a Google Cloud Project

    Begin by creating a new project from the Google Cloud resource manager, then enable the Google Sheets API for this project.

    Next, create an OAuth consent screen for your app. The "User Type" and other required app information can be configured as you wish. No additional scopes need to be added here, and you can add test users for development if you want.

    Client credentials can be collected by creating an OAuth client ID with an application type of "Web application". Under the "Authorized redirect URIs" section, add https://oauth2.slack.com/external/auth/callback, then click "Create".

    You'll use these newly-created client credentials in the next steps.

Step complete!

Step 3Define your OAuth2 provider

Add a provider to facilitate the OAuth2 flow.

  • Set your client ID

    Next up, we'll define the OAuth2 provider. Open /external_auth/google_provider.ts to see how that's done.

    Take your client ID and add it as the value for client_id where it's marked below.

    // google_provider.ts
    
    import { DefineOAuth2Provider, Schema } from "deno-slack-sdk/mod.ts";
    
    /**
     * External authentication uses the OAuth 2.0 protocol to connect with
     * accounts across various services. Once authenticated, an access token
     * can be used to interact with the service on behalf of the user.
     * https://api.slack.com/automation/external-auth
     */
    const GoogleProvider = DefineOAuth2Provider({
      provider_key: "google",
      provider_type: Schema.providers.oauth2.CUSTOM,
      options: {
        "provider_name": "Google",
        "authorization_url": "https://accounts.google.com/o/oauth2/auth",
        "token_url": "https://oauth2.googleapis.com/token",
        "client_id": "", // TODO: Add your Client ID here!
        "scope": [
          "https://www.googleapis.com/auth/spreadsheets",
          "https://www.googleapis.com/auth/userinfo.email",
        ],
        "authorization_url_extras": {
          "prompt": "consent",
          "access_type": "offline",
        },
        "identity_config": {
          "url": "https://www.googleapis.com/oauth2/v1/userinfo",
          "account_identifier": "$.email",
        },
      },
    });
    
    export default GoogleProvider;
    

    Once complete, your app needs to be deployed to Slack in order to create an environment for storing your external authentication client secret and access token. Run the following in your terminal:

    slack deploy
    

    Running these commands will warn you that a client secret must be added for your OAuth2 provider. Don't worry about that for now; we'll take care of this in a future step!

Step complete!

Step 4Add provider to your manifest

At the root of every app, there exists an app manifest, which defines how an app presents itself.

  • Update the manifest

    The app manifest is where we configure the app's name and scopes, and declare which workflows our app uses. We will also need to add our new provider as an externalAuthProvider.

    // manifest.ts
    
    import { Manifest } from "deno-slack-sdk/mod.ts";
    
    import GoogleProvider from "./external_auth/google_provider.ts";
    import SurveyDatastore from "./datastores/survey_datastore.ts";
    
    import ConfiguratorWorkflow from "./workflows/configurator.ts";
    import MaintenanceJobWorkflow from "./workflows/maintenance_job.ts";
    
    import AnswerSurveyWorkflow from "./workflows/answer_survey.ts";
    import CreateSurveyWorkflow from "./workflows/create_survey.ts";
    import RemoveSurveyWorkflow from "./workflows/remove_survey.ts";
    import PromptSurveyWorkflow from "./workflows/prompt_survey.ts";
    
    export default Manifest({
      name: "Simple Survey",
      description: "Gather input and ideas at the press of a reacji",
      icon: "assets/default_new_app_icon.png",
      externalAuthProviders: [GoogleProvider], //Here is where we tell our app about the Google provider.
      datastores: [SurveyDatastore],
      workflows: [
        ConfiguratorWorkflow,
        MaintenanceJobWorkflow,
        AnswerSurveyWorkflow,
        CreateSurveyWorkflow,
        PromptSurveyWorkflow,
        RemoveSurveyWorkflow,
      ],
      outgoingDomains: ["sheets.googleapis.com"],
      botScopes: [
        "channels:join",
        "chat:write",
        "chat:write.public",
        "commands",
        "datastore:read",
        "datastore:write",
        "reactions:read",
        "triggers:read",
        "triggers:write",
      ],
    });
    

    Now that the provider is created and added to the manifest, we can encrypt and store the client secret.

Step complete!

Step 5Encrypt and store the client secret

Your secrets are safe with us.

  • Add secret to provider

    With your client secret ready, run the following command in your terminal, replacing GOOGLE_CLIENT_SECRET with your own secret:

    slack external-auth add-secret --provider google --secret GOOGLE_CLIENT_SECRET
    

    When prompted to select an app, choose the dev app only if you are running locally.

    If everything was successful, the CLI will let you know:

    ✨  successfully added external auth client secret for google
    
Step complete!

Step 6Initiate OAuth2 flow

  • Add external auth

    With your Google project created and the Client ID and secret set, you're ready to initate the OAuth flow!

    If all the right values are in place, the following command will prompt you to choose an app, select a provider (hint: choose the Google one), then pick the Google account you want to authenticate with. This will open a browser window for you to complete the OAuth2 sign-in flow according to your provider's requirements. You'll know you're successful when your browser sends you to the oauth2.slack.com page stating that your account was successfully connected.

    slack external-auth add
    

    Verify that a token has been created by re-running the external-auth add command. If you see Token Exists? Yes, then token creation was successful.

    You're nearly ready to create surveys at the press of a reaction!

Step complete!

Step 7Use in a custom function

A custom function is where you are the author of your app's destiny.

  • Add auth to custom function

    If you refer back to the workflow overview we explored in Step 1 above, you'll recall that after the survey creation is prompted, the create_survey workflow gets kicked off. We'll now look at how that workflow gets the token and passes it through the app to be used for communicating with Google services, demonstrating how it is used in both a custom function and a workflow.

    Turning your attention to create_survey.ts, you will see that the first step in the workflow is calling the CreateGoogleSheetFunctionDefinition.

    // /workflows/create_survey.ts
    
    ...
    
    // Step 1: Create a new Google spreadsheet
    const sheet = CreateSurveyWorkflow.addStep(
      CreateGoogleSheetFunctionDefinition,
      {
        google_access_token_id: {},
        title: CreateSurveyWorkflow.inputs.parent_ts,
      },
    );
    
    ...
    

    That function's definition looks like this:

    // /functions/create_google_sheet.ts
    
    import { DefineFunction, Schema, SlackFunction } from "deno-slack-sdk/mod.ts";
    
    /**
     * Custom functions can gather OAuth access tokens from external
     * authentication to perform individualized actions on external APIs.
     * https://api.slack.com/automation/external-auth
     */
    export const CreateGoogleSheetFunctionDefinition = DefineFunction({
      callback_id: "create_google_sheet",
      title: "Create spreadsheet",
      description: "Create a new Google Sheet",
      source_file: "functions/create_google_sheet.ts",
      input_parameters: {
        properties: {
          google_access_token_id: {
            type: Schema.slack.types.oauth2,
            oauth2_provider_key: "google",
          },
          title: {
            type: Schema.types.string,
            description: "The title of the spreadsheet",
          },
        },
        required: ["google_access_token_id", "title"],
      },
        output_parameters: {
        properties: {
          google_spreadsheet_id: {
            type: Schema.types.string,
            description: "Newly created spreadsheet ID",
          },
          google_spreadsheet_url: {
            type: Schema.types.string,
            description: "Newly created spreadsheet URL",
          },
          reactor_access_token_id: {
            type: Schema.types.string,
            description: "The Google access token ID of the reactor",
          },
        },
        required: [
          "google_spreadsheet_id",
          "google_spreadsheet_url",
          "reactor_access_token_id",
        ],
      },
    });
    
    ...
    
    

    This function takes an input parameter of google_access_token_id, which is the Schema.slack.types.oauth2 type. Using this type indicates to the app that there must be OAuth2 provider defined inside this application and set up for this parameter. The value of the oauth2_provider_key property on this parameter must match the provider_key for an OAuth2 provider. For this app, that is "google."

    When the function receives the desired oauth2 input, it can use the API client's provided apps.auth.external.get method to retrieve any stored third party token or credential secret, like this:

    // create_google_sheet.ts
    
    ...
    
    export default SlackFunction(
      CreateGoogleSheetFunctionDefinition,
      async ({ inputs, client }) => {
        // Collect Google access token
        const auth = await client.apiCall("apps.auth.external.get", {
          external_token_id: inputs.google_access_token_id,
        });
    
        if (!auth.ok) {
          return { error: `Failed to collect Google auth token: ${auth.error}` };
        }
    
        // Create spreadsheet
        const url = "https://sheets.googleapis.com/v4/spreadsheets";
        const sheets = await fetch(url, {
          method: "POST",
          headers: {
            "Authorization": `Bearer ${auth.external_token}`,
          },
          body: JSON.stringify({
            properties: { title: `Slack Survey - ${inputs.title}` },
            sheets: [{
              properties: { title: "Responses" },
              data: [{
                rowData: [{
                  values: [
                    { userEnteredValue: { stringValue: "Submitted" } },
                    { userEnteredValue: { stringValue: "Impression" } },
                    { userEnteredValue: { stringValue: "Comments" } },
                  ],
                }],
              }],
            }],
          }),
        });
    
        const body = await sheets.json();
        if (body.error) {
          return {
            error: `Failed to create the survey spreadsheet: ${body.error.message}`,
          };
        }
    
        return {
          outputs: {
            google_spreadsheet_id: body.spreadsheetId,
            google_spreadsheet_url: body.spreadsheetUrl,
            reactor_access_token_id: inputs.google_access_token_id,
          },
        };
      },
    );
    

    Note how this function returns the google_access_token_id as an output, called reactor_access_token_id. This will be important in the next step, where we'll see how the token is used as an input to a workflow.

Step complete!

Step 8Use in a workflow

Using OAuth in a workflow allows you to pass the token throughout the application.

  • Use auth token in a workflow

    The CreateGoogleSheetFunctionDefinition we explored above is called from CreateSurveyWorkflow. Looking back at that workflow, we see that its second step - calling the CreateTriggerFunctionDefinition - takes the reactor_access_token_id as a parameter, which we now know was an output of CreateGoogleSheetFunctionDefinition(also known as the OAuth2 token ID). If we dive into how CreateTriggerFunctionDefinition uses that, we'll see how to use the credential as a workflow input.

    // /functions/create_survey_trigger.ts
    
    ...
    
    export default SlackFunction(
      CreateTriggerFunctionDefinition,
      async ({ inputs, client }) => {
        const { google_spreadsheet_id, reactor_access_token_id } = inputs;
    
        const trigger = await client.workflows.triggers.create<
          typeof AnswerSurveyWorkflow.definition
        >({
          type: "shortcut",
          name: "Survey your thoughts",
          description: "Share your thoughts about this post",
          workflow: `#/workflows/${AnswerSurveyWorkflow.definition.callback_id}`,
          inputs: {
            interactivity: { value: "{{data.interactivity}}" },
            google_spreadsheet_id: { value: google_spreadsheet_id },
            reactor_access_token_id: { value: reactor_access_token_id }, //Here it is used in calling a workflow
          },
        });
    
        if (!trigger.ok || !trigger.trigger.shortcut_url) {
          return {
            error: `Failed to create link trigger for the survey: ${trigger.error}`,
          };
        }
    
        return {
          outputs: {
            trigger_id: trigger.trigger.id,
            trigger_url: trigger.trigger.shortcut_url,
          },
        };
      },
    );
    
    

    After the definition of this function, we see how the reactor_access_token_id is used, and that is as an input to a workflow! Excellent. Turn your attention to the /workflows/answer_survey.ts file to see how that token ID is used in a workflow definition:

    // answer_survey.ts
    
    import { DefineWorkflow, Schema } from "deno-slack-sdk/mod.ts";
    import { SaveResponseFunctionDefinition } from "../functions/save_response.ts";
    
    /**
     * A workflow is a set of steps that are executed in order.
     * Each step in a workflow is a function.
     * https://api.slack.com/automation/workflows
     *
     * This workflow uses interactivity. Learn more at:
     * https://api.slack.com/automation/forms#add-interactivity
     */
    const AnswerSurveyWorkflow = DefineWorkflow({
      callback_id: "answer_survey",
      title: "Respond to a survey",
      description: "Add comments and feedback to a survey",
      input_parameters: {
        properties: {
          interactivity: { type: Schema.slack.types.interactivity },
          google_spreadsheet_id: {
            type: Schema.types.string,
            description: "Spreadsheet ID for storing survey results",
          },
          reactor_access_token_id: {
            type: Schema.types.string,
            description: "External authentication access token for the reactor",
          },
        },
        required: [
          "interactivity",
          "google_spreadsheet_id",
          "reactor_access_token_id",
        ],
      },
    });
    
    ...
    
    

    The reactor_access_token_id is then used in the implementation of the workflow by passing it along, just like any other input parameter, to a step in the workflow:

    // answer_survey.ts
    
    ...
    
    // Step 2: Append responses to the spreadsheet
    AnswerSurveyWorkflow.addStep(SaveResponseFunctionDefinition, {
      reactor_access_token_id: AnswerSurveyWorkflow.inputs.reactor_access_token_id,
      google_spreadsheet_id: AnswerSurveyWorkflow.inputs.google_spreadsheet_id,
      impression: response.outputs.fields.impression,
      comments: response.outputs.fields.comments,
    });
    
    export default AnswerSurveyWorkflow;
    
    

    Now you have seen how a Google token ID can be obtained from the app, used in a custom function, and used in a workflow.

    To complete the connection process, you need to let your app know what authenticated account you'll be using for specific workflows.

    For this app, only CreateSurveyWorkflow requires a configured external Google account, so we can set that up with our freshly-authed account. To do so, run the following:

    slack external-auth select-auth
    

    Select the workspace and app environment for your app, then select the #/workflows/create_survey workflow to give it access to your Google account. Select the same provider and the external account that you authenticated with above.

    At last — you're all set to survey. Let's run our app!

Step complete!

Step 9Run your app

Finishing touches for this app, but not the end of your developer journey.

  • Running your app

    If you embarked on this tutorial with a blank app, complete your app files using the sample app as your guide. If you used a pre-built app, we're ready to run it!

    To see this app in action, run the following command in your terminal:

    slack run
    

    After you've chosen your app and assigned it to your workspace, you can switch over to the app in Slack and try it out. This app is triggered by reactions in Slack, so it should be ready to use once deployed (as opposed to apps that need link triggers to run).

Step complete!

Step 10Completion and next steps

Now that your app has been built and run, let's look at our next steps.

Step complete!

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