Guide to Workflow Builder
- All members (by default)
- Standard, Plus, and Enterprise Grid plans
Workflow Builder offers a simple set of tools to automate routine processes into Slack workflows. A workflow is an automated multi-step task or process.
By default, all members of a workspace (but not guests) can create workflows. Any member of a channel can use a published workflow, including guests and members of another organization in a shared channel.
Tip: Slack app developers can now opt in to our workflow steps open beta to create steps builders can use to connect Slack workflows to your service. Review the documentation and get started on Slack API.
How to use workflows
No matter your job or the size of your company, you can streamline your team's work with custom workflows. If you'd like, you can also create workflows from a template or modify one of our pre-built workflow files. Here are a few examples of processes you can automate with Workflow Builder:
- Schedule a daily standup to keep track of project updates.
- Share important information with new employees when they join certain channels.
- Help your team triage and prioritize requests.
We offer a small set of workflow templates you can access from the Slack desktop app or Slack in your browser. To use a template, open Workflow Builder and click the Templates tab at the top of the screen. Or, visit Slack Tips to choose from a variety of example workflows you can download and import to Workflow Builder.
Workflow Builder basics
- Workflows are comprised of a trigger and a set of steps to complete a task.
- Anyone who creates a workflow can add collaborators to help manage it.
- Your ability to create workflows depends on your workspace settings.
When you have an idea for a workflow, you can build it from Slack on your desktop. Once your workflow is live, you might consider adding a short set of instructions to the channel topic so it's easy for members to learn how to use it.
When a workflow is added to a channel, any member of the channel can use it. Depending on how a workflow is set up, it can start automatically based on an action a member takes — like joining a channel or using a certain emoji reaction. Other workflows can be launched from the shortcuts menu in a channel:
- From a channel, click the lightning bolt icon to the left of the message field.
- Below Added to #channel-name, select a workflow to launch it.
- From a channel, tap the lightning bolt icon.
- Below Added to #channel-name, tap a workflow to launch it.
Tip: If a channel contains a workflow, the lightning bolt icon will be blue. Click the icon to see all available workflows in a channel.
Manage workflow creation permissions
On the Standard and Plus plans, Workspace Owners and Workspace Admins can choose to restrict workflow creation to administrative roles or certain members of their workspace.
On the Enterprise Grid plan, Org Owners and Org Admins can choose to disable Workflow Builder for their organization altogether. If Workflow Builder is enabled, Org Owners and Admins can set an org policy to determine access, or allow individual Workspace Owners and Admins to manage access at the workspace level.
For more details, see Manage Workflow Builder access and permissions.
Workflow Builder and Enterprise Key Management (EKM)
Enterprise Key Management (EKM) customers using Workflow Builder can expect the following data to be encrypted with your keys:
A workflow's steps, messages, forms, variables, and the channel it's added to
Workflow message and form data
All messages and form data sent or collected during a workflow
If EKM is enabled for your organization, any workflows created before May 14, 2020 will not be encrypted. Workflows created on or after this date, and all data sent or collected by any workflow, will be EKM compliant. If you'd like to unpublish or delete workflows created before May 14, 2020, follow the instructions in Manage workflows you collaborate on.
Note: Workflow names are not encrypted with EKM.