Create a new workflow in Slack

Who can use this feature?
  • All members (by default)
  • Available on paid plans

Use Workflow Builder to automate tasks you do every day and work more efficiently in Slack. By default, anyone on a paid plan can create workflows. Owners and admins can choose to restrict access to Workflow Builder. If you don’t see this option, find an owner or admin and ask for help.

New to workflows? Check out our What is a Slack workflow? and Build a workflow tutorials to learn the basics.


Open Workflow Builder

  1. From your desktop, click your workspace name in the top left.
  2. Select Tools from the menu, then click Workflow Builder
  3. Click Create Workflow in the top right.


Step 1: Choose how your workflow starts
 

  1. Select an option from the list:

       From a link in Slack
        On a schedule
        When an emoji reaction is used
        When a person joins a channel
        From a webhook
  2. Follow the prompts, then click Continue

 

Step 2: Add steps to your workflow

Once you’ve decided how your workflow will start, you’ll add steps to carry out the task or process. Steps are the building blocks of any workflow; they can take a variety of actions inside and outside of Slack, and will be completed in the order you specify. 

Types of steps

Step type Description Who can add
Slack Takes a Slack action, like sending a message or adding someone to a channel. Everyone (by default)
Connector Takes an action in a third-party service, like adding a row to a Google spreadsheet or creating a new Zoom meeting Everyone (if approved)*
Custom Built specifically for your organization to take whatever action the developer specifies App collaborators (once the app is approved)**

*Available by default if app approval isn't required for your workspace or Enterprise Grid organization
**Unless the developer has set other permissions


More details about connector steps

Connectors include workflow steps you can use to take actions in other services, like adding a row to a Google Sheet or starting a Zoom meeting. If app approval is required for your workspace or Enterprise Grid org, you may need to request access to connector steps before you can add them to a workflow.

When you add a connector step to your workflow, we require authentication with that service. Workflow creators can choose whether to require individual people using their workflows to authenticate with their own accounts, or use their own credentials.

In some cases, it will only make sense to have people use their own accounts, like if a step in your workflow should be associated with the person using it. In others, using your account gives you more flexibility. For example, if your workflow collects and sends form responses to a private Google spreadsheet you don't want to grant everyone access to.

Note: By default, workflow creators can choose how they want people to authenticate, but owners and admins can restrict this permission. If you don’t see this option, find an owner or admin to ask for help. 


Add steps

To add steps to your workflow, find and select them from the step library.

  1. Search for a step, or choose one from the list.
  2. Follow the prompts to configure the step, then click Save.

Note: To configure a step to send messages to a channel, you need to have posting permissions for that channel. If you don’t have posting permissions, ask an owner or admin to grant them to you.


Customize steps

Certain steps can be customized to include information that’s been submitted to your workflow (like a response to one of the questions in a form, or the name of the person who started the workflow). If you’d like, you can use variables and buttons to customize your steps.

Variables

Buttons

Variables allow you to insert information from previous steps in your workflow to subsequent steps. The variables available to you will depend on how your workflow starts, who interacts with steps at various points, and information passed into the workflow (like responses to a form). If you add connector steps, you may also be able to use variables unique to those steps.
When you add a button to a step in your workflow, the workflow won’t proceed until someone clicks the button. Buttons can only be clicked once each time a workflow starts.


Edit and reorder steps

You can change and reorder steps anytime. Here's how:

  • To edit a step, open a workflow and click the  pencil icon
  • To reorder a step, click the  up arrow or  down arrow, or drag it to a new location.


Step 3: Publish your workflow

Publishing your workflow makes it available for people to use. To publish your workflow, you’ll need to add a few finishing touches.

Add a title, description, and icon

  1. Choose a name for your workflow. This is what will show up when the workflow link is shared, the workflow posts a message in a channel, etc.
  2. If you’d like, add a description. To add an icon, click Choose file to upload an image.


Add workflow managers

Any workflow managers you add will have the same permissions you do as the workflow creator.

  1. Below Workflow managers, type the name of the person you’d like to add.
  2. Select their name.


Set access permissions

By default, everyone in your workspace can find and use your workflow, and only workflow managers can make a copy. Here’s how to change the default permissions:

  1. Open the dropdown menu below Who can find this workflow? or Who can copy this workflow?
  2. Select an option. To ensure external people you work with in Slack Connect have permission to use your workflow, select any channels they belong to.
  3. Click Publish.

Tip: Once people start using your workflow, you can see how they’re interacting with it and view any errors from the workflow activity log.

Who can use this feature?
  • All members (by default)
  • Available on paid plans

Use Workflow Builder to automate tasks you do every day and work more efficiently in Slack. By default, anyone on a paid plan can create workflows. Owners and admins can choose to restrict access to Workflow Builder. If you don’t see this option, find an owner or admin and ask for help.

New to workflows? Check out our What is a Slack workflow? and Build a workflow tutorials to learn the basics.


Open Workflow Builder

  1. From your desktop, click your workspace name in the sidebar.
  2. Select Tools & settings from the menu, then click Workflow Builder
  3. Click Create Workflow in the top right.


Step 1: Choose how your workflow starts
 

  1. Select an option from the list:

       From a link in Slack
        On a schedule
        When an emoji reaction is used
        When a person joins a channel
        From a webhook
  2. Follow the prompts, then click Continue

 

Step 2: Add steps to your workflow

Once you’ve decided how your workflow will start, you’ll add steps to carry out the task or process. Steps are the building blocks of any workflow; they can take a variety of actions inside and outside of Slack, and will be completed in the order you specify. 

Types of steps

Step type Description Who can add
Slack Takes a Slack action, like sending a message or adding someone to a channel. Everyone (by default)
Connector Takes an action in a third-party service, like adding a row to a Google spreadsheet or creating a new Zoom meeting Everyone (if approved)*
Custom Built specifically for your organization to take whatever action the developer specifies App collaborators (once the app is approved)**

*Available by default if app approval isn't required for your workspace or Enterprise Grid organization
**Unless the developer has set other permissions


More details about connectors

To configure your workflows to take actions in other services, like adding a row to a Google Sheet or starting a Zoom meeting, you can add steps from connectors. Depending on your workspace or Enterprise Grid org's settings, you may need to request access to, or request additional configuration for connectors before you can add their steps to a workflow.

When you add a connector step to your workflow, we require authentication with that service. Workflow creators can choose whether to require individual people using their workflows to authenticate with their own accounts, or use their own credentials.

In some cases, it will only make sense to have people use their own accounts, like if a step in your workflow should be associated with the person using it. In others, using your account gives you more flexibility. For example, if your workflow collects and sends form responses to a private Google spreadsheet you don't want to grant everyone access to.

Note: By default, workflow creators can choose how they want people to authenticate, but owners and admins can restrict this permission. If you don’t see this option, find an owner or admin to ask for help.


Add steps

To add steps to your workflow, find and select them from the step library.

  1. Search for a step, or choose one from the list.
  2. Follow the prompts to configure the step, then click Save.

Note: To configure a step to send messages to a channel, you need to have posting permissions for that channel. If you don’t have posting permissions, ask an owner or admin to grant them to you.


Customize steps

Certain steps can be customized to include information that’s been submitted to your workflow (like a response to one of the questions in a form, or the name of the person who started the workflow). If you’d like, you can use variables and buttons to customize your steps.

Variables

Buttons

Variables allow you to insert information from previous steps in your workflow to subsequent steps. The variables available to you will depend on how your workflow starts, who interacts with steps at various points, and information passed into the workflow (like responses to a form). If you add third-party steps, you may also be able to use variables unique to those steps.
When you add a button to a step in your workflow, the workflow won’t proceed until someone clicks the button. Buttons can only be clicked once each time a workflow starts.


Edit and reorder steps

You can change and reorder steps anytime. Here's how:

  • To edit a step, open a workflow and click the  pencil icon
  • To reorder a step, click the  up arrow or  down arrow, or drag it to a new location.


Step 3: Publish your workflow

Publishing your workflow makes it available for people to use. To publish your workflow, you’ll need to add a few finishing touches.

Add a title, description, and icon

  1. Click the workflow icon in the top left corner of Workflow Builder.
  2. Choose a name for your workflow. This is what will show up when the workflow link is shared, the workflow posts a message in a channel, etc.
  3. If you’d like, add a description. To add an icon, click Choose file to upload an image.


Add workflow managers

Any workflow managers you add will have the same permissions you do as the workflow creator.

  1. Click the   three dots icon in the top-right corner of Workflow Builder, then select Settings.
  2. Click Edit.
  3. Below Workflow managers, type the name of the person you’d like to add.
  4. Select their name.


Set access permissions

By default, everyone in your workspace can find and use your workflow, and only workflow managers can make a copy. Here’s how to change the default permissions:

    1. Click the   three dots icon in the top-right corner of Workflow Builder, then select Settings.
    2. Click Edit.
    3. Open the dropdown menu below Who can find this workflow? or Who can copy this workflow?
    4. Select an option. To ensure external people you work with in Slack Connect have permission to use your workflow, check the box next to Also include connected, external organizations to find and run.
    5. Click Save.
    6. Return to Workflow Builder, then click Publish.

Note: Slack Connect channels and external people can be granted access to your workflow only if your owners and admins have allowed external people to run workflows created by your organization.

Tip: Once people start using your workflow, you can see how they’re interacting with it and view any errors from the workflow activity log.