How to Integrating your tools with Snapshot Reviews

Integrating your existing tools with Snapshot Reviews is a critical step in maximizing the platform's capabilities. By connecting Jira, Slack, GitHub, and AI Code Review, you ensure that all your team’s activities are seamlessly tracked, analyzed, and optimized within Snapshot Reviews. Below is a step-by-step guide to help you through each integration.

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Users have two convenient options for integrating their primary tools into Snapshot Reviews. The first option is to follow the Onboarding prompt that appears immediately after they sign up, guiding them step-by-step through the process. Alternatively, users can access the Integrations feature anytime by clicking the Integrations icon located in the bottom left corner of their dashboard.

Additionally, users can monitor their onboarding progress by clicking the notifications icon in the top left corner, which provides a quick overview of their integration completion status.

1. Integrating Jira

Location:
The Jira integration setup can be found in the Admin Panel under the Integrations tab. Navigate to: https://portal.snapshot.reviews/admin/integrations

Steps to Integrate:

1. Connect Jira:
   Click on the “Connect” bottom in the right side of the Jira icon and follow the prompts to authorize Snapshot Reviews. This will allow Snapshot Reviews to pull data from your Jira projects.

2. Configure Sync Settings:
   After connection, configure the synchronization settings. Decide whether you want to sync all projects or select specific ones. You can also adjust the sync frequency based on your needs.

3. Verify Integration:
   Once everything is set up, confirm that Jira is integrated by checking if the “Connect” button changes from blue to grey. To ensure all information is flowing smoothly into Snapshot Reviews, click on the three dots next to the “Connect” button and select “View Configuration” or “Update Ingestion.”

4. User conection:
   After Jira is connected, click on the three dots next to the “Connect” button and then select “View Configuration” to ensure that Snapshot users are correctly matched with their Jira counterparts. Snapshot automatically matches users who are using an organization email address in Jira.

2. Integrating Slack

Location:
The Slack integration settings can be accessed in the Admin Panel under the Integrations tab. Navigate to: https://portal.snapshot.reviews/admin/integrations

Steps to Integrate:

1. Authorize Slack:
   Click on the “Connect” bottom in the right side of the Slack icon and authorize Snapshot Reviews to connect with your Slack workspace.

2. Set Notification Preferences:
   Once connected, configure which notifications you want to send to Slack. This includes daily stand-ups, sprint updates, and other critical alerts.

3. Automated Stand-Ups:
   Enable the AI-driven daily stand-ups to be sent automatically to your designated Slack channel.

Key Feature:
The Slack integration allows real-time updates to flow directly into your team’s communication hub, ensuring everyone stays informed without needing to switch between platforms.

3. Integrating GitHub

Location:
Access the GitHub integration via the Admin Panel under the Integrations tab. Navigate to: https://portal.snapshot.reviews/admin/integrations

Steps to Integrate:

1. Connect GitHub:
   Click on the “Connect” bottom in the right side of the GitHub icon and follow the prompts to authorize Snapshot Reviews. Choose the repositories you want to monitor.

2. Setup:
   Configure the boards you want to pull requests, commits, and code reviews, ensuring your team stays updated on all code-related activities.

3. Sync Repository Data:
   The system will automatically pull in data from the connected repositories, which can then be viewed in Snapshot Reviews' Engineering Insights section.

4. Verify Integration:
   To ensure all information flows smoothly, click on the three dots next to the “Connect” button and select “View Configuration.” This will allow the user to see the status of each ingestion and the corresponding time. Additionally, users can update their repositories and time frame data at any time by clicking on “Update Ingestion.”

5. User conection:
   Once GitHub is connected, users can verify that the correct development data is linked to the appropriate Snapshot user. To ensure this, make sure Snapshot users are matched to the correct GitHub usernames. GitHub usernames can be updated either in the Users module within the admin panel or by clicking on the three dots next to the “Connect” button in the Integrations module.

Key Feature:
The integration with GitHub allows Snapshot Reviews to provide a detailed view of code activities, enhancing your ability to monitor code quality and team performance.

4. Setting Up AI Code Review

Location:
AI Code Review is located within the Features tab of the Admin Panel. Navigate to: https://portal.snapshot.reviews/features/ai-code-review

Steps to Set Up:

1. Link to GitHub:
   Ensure that your GitHub integration is active, as AI Code Review requires data from your repositories.

2. Configure Review Settings:
   Set up your preferences for how the AI Code Review should operate. Choose the repositories to monitor, and set the level of analysis detail.

3. Run an Initial Review:
   Perform an initial review to see how the AI analyzes your code. The system will provide insights and suggestions for improvements, which can be used to refine your code quality.

Key Feature:
AI Code Review provides automated, detailed feedback on your code, helping to identify issues and suggest improvements without the need for manual reviews.

Conclusion

By fully integrating Jira, Slack, GitHub, and AI Code Review with Snapshot Reviews, you unlock a comprehensive, interconnected ecosystem that enhances your team's productivity and collaboration. These integrations ensure that all critical data flows smoothly across platforms, providing a unified experience that allows for real-time insights, streamlined communication, and more informed decision-making. With these tools working in harmony, your engineering team can focus on what they do best—innovating and delivering high-quality software.