Build a workflow
Workflow Builder offers a set of tools to help you automate routine processes into workflows that you can use in Slack. Workflows can be as simple or as complex as you like, and can even be connected to other apps and services that you use to get work done.
|
In this tutorial, you'll learn how to:
|
Tip: If you’re new to workflows, we recommend visiting the previous tutorial to learn about workflows and ways to use them.
Build a workflow
Whether you plan to create a workflow from scratch or use a template, it’s helpful to know some key terms.
| Term | Definition | Example |
| Trigger | This is how your workflow will start. | A workflow could start by clicking a link or by an action, like joining a channel. |
| Steps | The actions that you want your workflow to take. | A step could send a message or collect information using a form. You can also add steps from third-party apps. |
| Variables | Any information submitted to your workflow that can be referenced somewhere else. | A variable could be the name of whomever ran the workflow and it could be included in a message welcoming them to a channel. |
| Collaborator | A member of your workspace who has permission to manage your workflow. | Any collaborator can edit, unpublish or delete a workflow. They can also add and remove other collaborators. |
Now that you’re familiar with the key terms, follow these steps to start building your workflow:
Use a template
Start from scratch
- From your desktop, click on your workspace name at the top left.
- Select Tools from the menu, then click Workflow Builder.
- Click Create workflow.
- Click More templates to see all workflow templates.
- Select a template from the left to see a preview, then click the Use this template button. Or you can click More templates to choose a template from the full list.
- Follow the prompts to customise the template if you would like to change how the workflow starts, steps or any variables.
- When you’ve finished customising the template, continue to the following section to publish your workflow.
- From your desktop, click on your workspace name at the top left.
- Select Tools from the menu, then click Workflow Builder.
- Click Create workflow.
- Choose how your workflow will start from the list and fill in additional information when prompted.
- Add steps to your workflow.
- When you’ve finished setting things up, continue to the following section to publish your workflow.
Publish your workflow
When you publish a workflow, it will be available for people to use straight away. Follow these steps to publish your workflow:
- If you haven’t already, build your workflow using the steps above.
- Click Publish near the top of the Workflow Builder window.
- Tell the people that you work with what the workflow does and how they can start using it!
Learn more
If you’ve built your first workflow and you’re comfortable with diving in deeper, take a look at some of our other help resources for Workflow Builder.
Workflow Builder offers a set of tools to help you automate routine processes into workflows that you can use in Slack. Workflows can be as simple or as complex as you like, and can even be connected to other apps and services that you use to get work done.
|
In this tutorial, you'll learn how to:
|
Tip: If you’re new to workflows, we recommend visiting the previous tutorial to learn about workflows and ways to use them.
Build a workflow
Whether you plan to create a workflow from scratch or use a template, it’s helpful to know some key terms.
| Term | Definition | Example |
| Trigger | This is how your workflow will start. | A workflow could start by clicking a link or by an action, like joining a channel. |
| Steps | The actions that you want your workflow to take. | A step could send a message or collect information using a form. You can also add steps from third-party apps. |
| Variables | Any information submitted to your workflow that can be referenced somewhere else. | A variable could be the name of whomever ran the workflow and it could be included in a message welcoming them to a channel. |
| Collaborator | A member of your workspace who has permission to manage your workflow. | Any collaborator can edit, unpublish or delete a workflow. They can also add and remove other collaborators. |
Now that you’re familiar with the key terms, follow these steps to start building your workflow:
Use a template
Start from scratch
- From your desktop, click your workspace name in the sidebar.
- Select Tools & settings from the menu, then click Workflow Builder.
- Click Create workflow.
- Click See more templates to see all workflow templates.
- Select a template from the left to see a preview, then click the Use this template button. Or you can click More templates to choose a template from the full list.
- Follow the prompts to customise the template if you would like to change how the workflow starts, steps or any variables.
- When you’ve finished customising the template, continue to the following section to publish your workflow.
- From your desktop, click your workspace name in the sidebar.
- Select Tools & settings from the menu, then click Workflow Builder.
- Click Create workflow.
- Choose how your workflow will start from the list and fill in additional information when prompted.
- Add steps to your workflow.
- When you’ve finished setting things up, continue to the following section to publish your workflow.
Publish your workflow
When you publish a workflow, it will be available for people to use straight away. Follow these steps to publish your workflow:
- If you haven’t already, build your workflow using the steps above.
- Click Publish near the top of the Workflow Builder window.
- Tell the people that you work with what the workflow does and how they can start using it!
Learn more
If you’ve built your first workflow and you’re comfortable with diving in deeper, take a look at some of our other help resources for Workflow Builder.