👋 Hello! It looks like you're ready to build your first workflow. That's great, and we're here to help along the way.
What are workflows?
Almost any task or process that you perform at work can be made into a workflow in Slack – from collecting information to sending reminders to your team, to managing requests and more.
Create a workflow with a form to collect data in a consistent format instead of manually asking your team to send you specific information.
Schedule a workflow to send a recurring reminder to your team so that you can stay on top of important tasks.
Build a workflow that your team can use to collect and act on requests.
Build a workflow
To create a workflow, you'll break a bigger task or process into smaller pieces called steps. Each step will take a specific action to advance the workflow. Here's how to build one from scratch:
Step 1: Choose how your workflow will start
If you start your workflow with a link, you can share the link with people directly, bookmark it or add it to a canvas. To have your workflow run automatically, choose another way for it to start – on a schedule, when an emoji reaction is used or when someone joins a channel.
Click Create workflow, then choose how you'd like your workflow to start.
Follow the prompts (they'll differ depending on which option you chose).
Click on Save.
Tip: To start from a template, select one from the list below Ways to start.
Step 2: Add the steps that people will take
Once you’ve decided how your workflow will start, you’ll add steps to accomplish the task at hand.
Tip: Before you add steps, plan out your workflow by jotting down a list of things that it needs to do. This can help to make sure that you don’t forget anything, as each step represents one specific action.
Browse the list of available steps or search for a specific action (such as sending a direct message or creating a new channel). We offer a number of Slack steps, and you may see steps from third-party apps as well.
Click on a step to add it, then follow the prompts to customise.
Step 3: Publish your workflow
The final step in creating a workflow is to publish it so that it’s available for people to use. If your workflow starts with a link, you can copy it after publishing to share it wherever you’d like. If a workflow runs automatically, it’ll be ready to go as soon as you click the Publish button.
Explore additional resources
Now that you’ve learned the basics, we recommend having a look at some of our other resources: