Guide to Workflow Builder
- By default, all members of a workspace can create workflows. Any member or guest can use workflows added to channels they belong to.
- Standard, Plus, and Enterprise Grid plans
Workflow Builder offers a set of tools — no coding required! — to help you automate routine processes into workflows in your Slack workspace. Workflows in Slack can be as simple or as complex as you'd like, and can even be connected to other apps and services you use to get work done.
Read on to learn about Workflow Builder, then use our tutorials as a guide to build your workflow.
Workflow Builder glossary
|Trigger||How your workflow will start. You can choose a shortcuts menu trigger to launch your workflow from the menu in a channel, or another trigger to start your workflow automatically when a certain action is taken.|
|Step||How people interact with your workflow. You can add steps that send messages or custom forms, or use steps from Slack apps to link your workflow to other tools.|
|Variable||Information submitted to your workflow that can be referenced in steps. More variables will be available to choose from as you add steps to your workflow.|
|Collaborator||A member of your workspace with permission to manage your workflow. Any collaborator can change or remove steps, manage other collaborators, and unpublish or delete a workflow.|
Manage access to Workflow Builder
If they'd like, owners and admins can choose to restrict workflow creation permissions to certain members of their workspace or Enterprise Grid organization, and manage access to certain workflow features:
- On the Standard and Plus plans, Workspace Owners and Admins can choose to restrict workflow creation to owners and admins, or to owners, admins, and certain members or user groups.
- On the Enterprise Grid plan, Org Owners and Admins can choose to disable Workflow Builder for their org 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, visit Manage Workflow Builder access and permissions.
Workflow Builder tutorials and resources
To help you create a workflow, we've broken down the process in a series of tutorials. The Workflow Builder tutorials guide you through initial setup, adding and customizing steps, publishing, and more. We recommend viewing them in order.
*Advanced technical knowledge is recommended.
Before you publish a workflow, it will only be visible to you and any collaborators you’ve added. Once you publish a workflow, Workspace Owners and Admins can view it and add themselves as collaborators. When an owner or admin becomes a collaborator on a workflow, they can edit it, unpublish it, or remove it from Slack entirely. All other collaborators will be notified by Slackbot when a collaborator is added or removed.
Note: If your workflow is in a private channel an owner or admin isn't a member of, they will not be able to see the name of the private channel.
Workflow Builder and Enterprise Key Management (EKM)
Enterprise Key Management (EKM) customers using Workflow Builder can expect the following data to be encrypted with their keys:
A workflow's blueprint
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.
Note: Workflow names are not encrypted with EKM.