A workflow makes everyday tasks in Slack easier for you and your team. Almost any task or process that you perform at work can be automated with our Workflow Builder tool.
In this tutorial, you'll learn about:
Ways to use workflows
Workflow templates
Where to find existing workflows
Tip: If you’re already familiar with workflows and want to practise building one, skip to the next tutorial.
Ways to use workflows
Workflows help simplify routine processes so you can spend less time on them. Here are three simple ways to use workflows with your team:
Collect information
Send reminders
Manage requests
Instead of manually asking your team for discussion topics, create a form to collect information in a consistent format.
Set up recurring reminders to help you and your team stay on top of important tasks.
Create a simple, organised way for your team to submit questions during an event or workshop.
Workflow templates
If you’re interested in exploring workflows, follow these steps and find templates in Workflow Builder to help you get started:
From your desktop, click on your workspace name at the top left.
Select Tools from the menu, then click Workflow Builder.
Click the Create workflow button.
Click See more templates to see all workflow templates.
Try it: Start building a workflow using a template or create one from scratch. Either way, we’ll help you along the way in the next tutorial.
Where to find existing workflows
If people on your team have already created workflows, you can find them from a few different places in Slack.
Channels and canvases
Actions that you take
Search
Some workflows begin by clicking a link. Workflow links might be bookmarked in a channel or added to a canvas.
Workflows can start automatically when you take a specific action in Slack. For example, when you join a channel or use a certain emoji reaction on a message.You can find published workflows by searching for them in Slack.
A workflow makes everyday tasks in Slack easier for you and your team. Almost any task or process that you perform at work can be automated with our Workflow Builder tool.
In this tutorial, you'll learn about:
Ways to use workflows
Workflow templates
Where to find existing workflows
Tip: If you’re already familiar with workflows and want to practise building one, skip to the next tutorial.
Ways to use workflows
Workflows help simplify routine processes so you can spend less time on them. Here are three simple ways to use workflows with your team:
Collect information
Send reminders
Manage requests
Instead of manually asking your team for discussion topics, create a form to collect information in a consistent format.
Set up recurring reminders to help you and your team stay on top of important tasks.
Create a simple, organised way for your team to submit questions during an event or workshop.
Workflow templates
If you’re interested in exploring workflows, follow these steps and find templates in Workflow Builder to help you get started:
From your desktop, click your workspace name in the sidebar.
Select Tools & settings from the menu, then click Workflow Builder.
Click the Create workflow button.
Click See more templates to see all workflow templates.
Try it: Start building a workflow using a template or create one from scratch. Either way, we’ll help you along the way in the next tutorial.
Where to find existing workflows
If people on your team have already created workflows, you can find them from a few different places in Slack.
Channels and canvases
Actions that you take
Search
Some workflows begin by clicking a link. Workflow links might be bookmarked in a channel or added to a canvas.
Workflows can start automatically when you take a specific action in Slack. For example, when you join a channel or use a certain emoji reaction on a message.You can find published workflows by searching for them in Slack.
