Guide to Workflow Builder
- All members (by default)
- Standard, Plus and Enterprise Grid subscriptions
Workflow Builder offers a simple set of tools for turning routine processes into automated Slack workflows. A workflow is an automated multistep 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 organisation in a shared channel.
How to use workflows
No matter what job you do or what size your company is, you can streamline your team's work with customised workflows. If you 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 that you can automate with Workflow Builder:
- Schedule a daily stand-up to keep track of project updates.
- Share important information with new employees when they join certain channels.
- Help your team to assess and prioritise requests.
We offer a small set of workflow templates that you can access from the Slack desktop app or from Slack in your browser. To use a template, open Workflow Builder and click on the Templates tab at the top of the screen. Or, visit Slack Tips to choose from a variety of example workflows that 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 to 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 that 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 that a member takes – such as 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 on the lightning bolt icon to the left of the message field.
- Below Added to #channel-name, select a workflow to launch it.
Tip: If a channel contains a workflow, the lightning bolt icon will be blue. Click on the icon to see all available workflows in a channel.
Manage workflow creation permissions
On the Standard and Plus subscriptions, workspace owners and workspace admins can choose to restrict workflow creation to administrative roles or to certain members of their workspace.
On the Enterprise Grid subscription, org owners and org admins can choose to disable Workflow Builder for their organisation 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 that are using Workflow Builder can expect the following data to be encrypted with their keys:
A workflow's steps, messages, forms, variables and the channel that it's added to
Workflow message and form data
All messages and form data that are sent or collected during a workflow
If EKM is enabled for your organisation, any workflows created before 14th May 2020 will not be encrypted. Workflows created on or after this date, and all data that is sent or collected by any workflow, will be EKM-compliant. If you want to unpublish or delete workflows created before 14th May 2020, follow the instructions in Manage workflows that you collaborate on.
Note: Workflow names are not encrypted with EKM.