Share or copy a workflow

Workflows let you automate almost any task or process right in your Slack workspace. You can share workflows with others, and make copies that you can re-use or customize for your own team.

Tip: To allow another person to make changes to a workflow you created, add them as a workflow manager.


Share a workflow

If you find a workflow other members of your workspace would benefit from using, follow the steps below to share it:

  1. From your desktop, click   Tools in the sidebar.
  2. From   Workflows, find the workflow you'd like to share and click the   three dots icon next to it.
  3. Select Forward workflow.
  4. Search for and select a channel or a person, then click Forward. If the workflow starts with a link, you can click Copy Link, then paste it in a message anywhere in Slack.

Note: If you don't see the   Tools tab in your sidebar, look for the 
  Automations tab instead. You may need to click   More to find it.


Copy a workflow

Rather than starting from scratch, you can make a copy of a workflow built by another member of your workspace and modify the steps to suit your needs.

  1. From your desktop, click   Tools in the sidebar.
  2. From   Workflows, find the workflow you'd like to copy and click the   three dots icon next to it.
  3. Select Duplicate workflow.
  4. Enter a new title for the workflow, then click Copy. The workflow will open in Workflow Builder.
  5. Click Finish Up, review the workflow details, then click Publish.

Note: If you don't see the option to copy a workflow, the creator may have restricted this permission.

Who can use this feature?