Guide to Workflow Builder

Who can use this feature?
  • All members (by default)
  • Standard, Plus and Enterprise Grid subscriptions

Workflow Builder offers a simple set of tools to automate routine processes into workflows in Slack. A workflow is an automated version of a multi-step task or process.

All members of a workspace (except guests) can create workflows by default. Once you publish a workflow, any member of a channel can use it, including guests and members of another organisation in a shared channel.

 

Workflow examples

No matter your job, you can create workflows in Slack to help streamline your work:

💡To see our entire library of workflows, visit Slack Tips.

Tip: You can download workflows from the library, then import them to Workflow Builder to use with your team.

 

Create workflows

Workflow Builder basics

  • Workflows are comprised of a trigger and a set of steps to follow to complete a task.
  • Anyone who creates a workflow can add collaborators to help with workflow management and improvements.
  • Whether or not you can create workflows may depend on your workspace settings.

Once you’ve come up with an idea for a workflow, you can start building it on the Slack desktop app. When 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 more about the workflow.

For step-by-step instructions, take a look at our Guide to creating workflows.

 

Launch workflows 

If a channel has workflows added to it, any member of that channel can launch those workflows from the Slack desktop or mobile app. Depending on how you’ve set up your workflow, members may be able to launch it from the channel’s   actions menu, or it will start automatically based on an action they take, such as joining a channel or using a certain emoji reaction.

 

Manage workflow creation

On the Standard and Plus subscriptions, workspace owners and admins can choose to restrict workflow creation to owners and admins or owners, admins and certain members of their workspace.

On the Enterprise Grid subscription, org owners and admins can disable Workflow Builder for all workspaces in their organisation. If Workflow Builder is enabled, org owners and admins can set an org policy determining access, or choose to let individual workspace owners and admins manage access at the workspace level.

For more details, see Manage Workflow Builder access and permissions.