Skill בוטים ל-Slack ו-Teams ל-Claude

מתי להשתמש

"Slack bot", "Teams bot", "Slash command", "Workflow builder", "Approval flow", "ChatOps", "Modal", "Block Kit".

הוראות עבודה

1. Slack vs Teams — Quick Comparison

2. Slack — 3 Approaches to Automation

A. Workflow Builder (No-Code)

• Drag-drop builder ב-Slack.
• Triggers: emoji, slash command, scheduled, webhook.
• Steps: send message, ask form, condition.
• Free ב-Pro plan+.
• Limit: simple flows only.

B. Slack Apps (3rd Party)

• Marketplace: Zapier, Workato, MS Power Automate.
• Apps כמו Polly, Donut, Geekbot.
• Quick install.

C. Custom Bots (Slack Bolt SDK)

• Code Python/JS/Java.
• Modals, Block Kit UI, slash commands.
• Heavy customization.
• Hosted: AWS Lambda / Cloud Functions / VPS.

3. Slack Bolt SDK — Quickstart

Tech Stack

Slack Bolt for JavaScript (or Python)
↓
AWS Lambda / Vercel Functions
↓
Optional: DynamoDB / Postgres for state

Common Pattern

app.command('/approve', async ({ command, ack }) => {
  await ack();
  // Open modal, get approver input,
  // call Salesforce/Linear/etc API
});

4. Slack Block Kit — UI

• Rich interactive messages.
• Buttons, dropdowns, date pickers, modals.
• Block Kit Builder (UI tool) ל-design.

Example — Approval Message

[Header: "PO Approval Required"]
[Section: "Vendor: Acme Co | Amount: $5,000"]
[Action buttons: Approve | Reject | Request Info]

5. Common ChatOps Patterns

A. Approvals

PO created in NetSuite →
Webhook → Slack → DM Manager with Approve/Reject buttons →
Click → Update NetSuite + notify requester

B. Lead Alerts

New lead in HubSpot (score > 80) →
Slack #sales-hot:
- "@channel Hot lead from Acme Inc, $50K opp"
- Buttons: View in HubSpot | Claim | Snooze

C. Standups

Geekbot / Polly daily 9am →
"What did you do? What will you do? Blockers?" →
Posts answers in #standup

D. Incident Management

PagerDuty alert →
Slack #incidents creates dedicated channel →
Invites on-call engineers →
Pulls Datadog graphs →
Posts updates →
Auto-close + post-mortem template

E. Customer Support Triage

Zendesk new ticket (high priority) →
Slack #support:
- Ticket details
- Customer LTV from warehouse
- Buttons: Take | Escalate | Solved

6. Slack Workflow Builder — Use Cases

• PTO requests — form → manager approval.
• Bug reports — form → Linear ticket.
• New hire intro — onboard via Slack flow.
• Recurring reminders — kudos channel daily.

No-code, אבל limited (no external API direct).

7. Microsoft Teams — Bots

Power Virtual Agents → Copilot Studio

• No-code bot builder.
• Connects ל-Power Automate flows.
• LLM-powered (GPT-4).
• Pricing: $200/tenant/m for 25K msgs.

Bot Framework SDK

• Code-based, C#/JS.
• Microsoft Teams Toolkit ב-VS Code.
• Adaptive Cards UI.

Power Automate Workflows ב-Teams

• Native triggers: message, channel, mention.
• Actions: post message, create task, etc.

8. Teams Adaptive Cards — UI

דומה ל-Slack Block Kit:

[Card title]
[Image / text]
[Input: dropdown, text, date]
[Actions: Submit / Cancel]

9. Common Teams Automations

A. Approval Flow

SharePoint list item →
Power Automate → Adaptive Card to Manager →
Approve/Reject → Update list + notify

B. Daily Digest

Power Automate (scheduled) →
Pull data from SharePoint, Planner, Jira →
Post Adaptive Card to Team channel

10. Slack Pricing 2026

11. Teams Pricing 2026

• Included in M365: Business Basic ($6/u/m), Business Standard ($12.50/u/m), E3 ($23/u/m), E5 ($38/u/m).
• Standalone: $4/u/m (Essentials) - rarely used.

12. Best Practices

Bot Design

• Ephemeral messages — only visible to user, less noise.
• Threading — keep channels clean.
• Rate limits — Slack: 1 msg/sec to channel.
• Mention judiciously — @here / @channel cause notification fatigue.
• Error handling — DM user + log to error channel.

Security

• Token rotation — Slack tokens.
• Verify signing secret — incoming webhooks.
• Permissions — minimum scopes.
• Audit logs — Enterprise tier.

13. Common Tools (3rd Party)

Slack

• Polly — surveys, polls.
• Donut — coffee pairings, intros.
• Geekbot — async standups.
• Karma — peer recognition.
• Workona — tab management.

Teams

• Polly — also available.
• Karma Bot.
• Microsoft Lists — collaborative tracking.

14. Israeli Context

• Slack = ברירת מחדל ב-startup ישראלי.
• Teams = רוב הקורפורייט הישראלי (בנקים, ביטוח, גוף ציבורי).
• Hebrew RTL — Slack תומך טוב, Teams סביר.
• Local integrators — partners זמינים לשניהם.

קלט נדרש

פלט צפוי

כללי עבודה

• פלט בעברית, מונחים מקצועיים באנגלית
• מטבע: $ + ₪
• pricing 2026 + cost transparency
• pick right approach (no-code first)

דגלים אדומים

• 🚨 Custom bot ל-flow פשוט — Workflow Builder enough.
• 🚨 No verification — security risk.
• 🚨 @channel תכוף — alert fatigue, users mute.
• ⚠️ Rate limit ignored — bot ייחסם.
• ⚠️ Bot בלי error notifications — silent failures.

הערות חשובות

• Slack Workflow Builder = quick wins.
• Bolt SDK = production-grade bots.
• Teams = enterprise default ב-MS shops.
• AI bots = Claude/GPT-4 integration easy ב-2026.
• בישראל: רוב SaaS startups ב-Slack, רוב corporates ב-Teams.

פרומפט לדוגמה

בנה PO approval bot ב-Slack עם NetSuite.

Daily standup automation לצוות 8 dev. Slack tools?

Teams + SharePoint approval flow ל-IT requests.

© 2026 Automation Expert Pro | גרסה 1.1.0