Post to Microsoft Teams or Slack
Part of the Close plan.
Ledger Doctor can post the daily summary to a Teams or Slack channel too, on the same schedule as the daily email. The Ledger Doctor server needs to reach the internet for it.
Microsoft Teams
- In Teams, open the channel, add the Workflows template Send webhook alerts to a channel, and copy the address it gives you.
- In Ledger Doctor, as an approver, open Settings. Under Teams and Slack, paste the address next to Microsoft Teams and choose Save.
Microsoft has retired the old Office 365 connector webhooks; Ledger Doctor tells you if you paste one of those.
Slack
- In Slack, create an incoming webhook for the channel and copy its address. It starts with
https://hooks.slack.com/. - Paste it next to Slack and choose Save.
Test, change or remove it
Choose Send a test message to post to every channel you've set up. The address is kept on the server and isn't shown again; the box shows which service it's set up for. Paste a new address to replace it, or choose Remove.