Rebuilding legacy workflows in the new version of Workflow Builder
Rebuilding legacy workflows in the new version of Workflow Builder
In July 2023, we released a new version of Workflow Builder with updated steps, connectors and features, designed to allow anyone to build automations in Slack. Starting 26th September 2024, we began deprecating legacy workflows and the legacy version of Workflow Builder.
Use this guide to learn more about rebuilding your workflows in the new version of Workflow Builder.
Build a new workflow
From your desktop, hover over More, then select Automations.
Click on New workflow in the top right, then select Build workflow.
Tip: For more detailed instructions on creating a workflow, review our article on building a workflow that starts in Slack.
Trigger functionality
When building your new workflow, the first step is to decide how it will start. The chart below highlights the key differences between the triggers in the legacy version of Workflow Builder and the new version.
Legacy trigger functionality
New starting step
Shortcuts menu
From a link in Slack
Your workflow started when someone runs it from the shortcuts menu.
Your workflow starts when someone clicks one link that hared in Slack. Follow this guide to learn how to closely replicate the experience of the Shortcuts menu trigger.
New channel member
When a person joins a channel
Your workflow started when someone joined one specific channel.
Your workflow starts when someone joins a channel. You can specify up to 20 channels per workflow.
Emoji reaction
When an emoji reaction is used
Your workflow started when someone used a reaction in a channel that you specified. Up to five emoji could trigger the same workflow.
Up to ten emoji can trigger a workflow, and the reaction(s) can be used in up to 20 different channels.
Scheduled date and time
On a schedule
Your workflow started at a date and time that you specified. The time zone defaulted to the builder’s local time zone and couldn’t be changed.
Your workflow starts at the date and time that you specify, and you can specify a time zone.
The steps in a workflow determine the actions that it takes. The new version of Workflow Builder offers new built-in steps, as well as some updated classics.
Send a form
Legacy step functionality
New step functionality
After creating a form, you could decide where the workflow sent it.
Question types:
Single line of text
Paragraph
Drop-down
Select a person
Select a channel or DM
Add the Collect info in a form step to create your form. Then, create a Message step to decide where the workflow sends it.
Question types:
Short answer
Paragraph
Rich text composer
Drop-down
Multiple choice
Tick boxes
File upload
Slack user
Multiple Slack users
Slack channel
Multiple Slack channels
Date
Date/time
Number
Send a message
Legacy step functionality
New step functionality
When your workflow sent a message, you could decide which channel, person or thread would receive it.
With the updated Messages steps, your workflow can:
Add a reaction to a message
Remove a reaction from a message
Reply to a message in thread
Send a message to a channel
Send a message to a person
Send an only visible to you message
New Slack steps
The new version of Workflow Builder offers more steps, and steps that interact with Slack’s latest features (such as canvases and lists!) so you can do more with a workflow.
Canvas
Create a canvas
Create a channel canvas
Share a canvas
Share canvas in thread
Update a canvas
Channels
Add a bookmark
Add people to a channel
Archive a channel
Create a channel
Pin a message
Update the channel topic
List
Add an item to a list
Copy a list
Delete a list item
Send notification to Activity feed
Share a list
Update a list item
Users
Add people to a user group
Create a user group
Remove someone from a user group
Workflow
Delay a workflow
Connect to third-party services
In the legacy version of Workflow Builder, adding steps from apps allowed workflows to interact with third-party services – such as JIRA or PagerDuty. In the new version of Workflow Builder, you can connect workflows to third-party services with connector steps. Review our guide to building a workflow with connector steps to get started.