Create a workflow that starts with a keyword in Slack
Create a workflow that starts with a keyword in Slack
Create a workflow that starts when people send a message in Slack containing keywords that you specify to automate processes and tasks and work more efficiently. To kick off an important process in response to a keyword (like a person or agent sending a message containing the word ‘incident’ in a specific channel) create a workflow that starts based on words or phrases that you specify.
Set up your workflow to start with the When a message is postedtrigger, then add keyword groups and channels for the workflow to use.
Keyword groups are sets of keywords that must be included or excluded in a message to kick off your workflow. You can choose up to five keyword groups per workflow.
Once you publish your workflow, it will start when your keywords are used in the channels that you specified.
Note: Workflows that start with a message in Slack can only be configured in public channels. Private channels or channels with external people aren’t supported at this time.
Step 1: Create your workflow
To begin, you’ll need to create a workflow and select the When a message is posted event to start it.
From your desktop, hover over More, then select Automations.
Click New workflow in the top right.
Below Start the workflow, click Choose an event, then select When a message is posted.
Below Channels, select up to 20 channels. When your workflow is published, it will start when your keywords are used in those channels.
Click Add keyword group.
Below Include all of these keywords, enter the words that you’d like to trigger your workflow, then click Done.
If you like, click Show Advanced Filters to further customise your workflow (e.g. to include or exclude messages from threads and agents).
Click on Continue.
Step 2: Customise and publish your workflow
Once you’ve configured your workflow trigger, you’re ready to add steps and publish your workflow.
Click Add step.
Search for a step, or choose one from the list.
Follow the prompts to configure the step, then click Save. If you like, add more steps like a branch or a form.
When your workflow is complete, click Finish up, then follow the prompts to publish your workflow.
Tip: If you want, you can also create event triggers using the MessagePosted event to programmatically trigger a workflow from a message in Slack.
