3 new Workflow Builder tools to help you find your flow

Download form responses, schedule messages, and trigger workflows from external tools

작성자: Hairol Ma2020년 2월 18일Giacomo Bagnara의 일러스트

If your team is like ours, you’re striving for the ever-elusive “flow state,” in which, psychologists say, people are up to five times more productive. To bring all of us one step closer to that reality, there’s Workflow Builder, a drag-and-drop tool that allows any Slack user to automate routine processes.

We’re still faithfully tinkering away with Workflow Builder to clear more productivity roadblocks. To that end, here are three new improvements to further streamline communication and replace repetitive manual tasks—so you can focus on moving work forward and finding that sweet, sweet flow.

1. Download form responses to a spreadsheet

Collecting and organizing information can be a tedious (and uncelebrated) necessity, so it’s no wonder standardized forms are one of Workflow Builder’s most widely used features. Today you can download that data as a .CSV file and transfer it to your preferred spreadsheet tool, such as Google Sheets.

Whether you’re collecting IT requests for the help-desk team or scope-of-work requests from vendors in a shared channel, spreadsheet downloads mean that all responses can be sorted by Slack username, time stamp, question and answer, making it easier to synthesize and take next steps.

2. Schedule routine workflows in advance

Have you created workflows for recurring events, like weekly status updates or quarterly sales projections? We’ve heard your feedback—and workflows can now begin at a predetermined date and time and then repeat as needed.

For example, remind your team to submit expenses on the last Monday of every month and include the expense form with the reminder. That’s 12 fewer calendar reminders that remind you to remind your team. Phew.

3. Partner with your developer to integrate external tools

Webhooks are a simple way to post messages from external tools into Slack, so important information and notifications meet you at the right place and time. With webhook triggers, you can now kick off a workflow when an external tool posts a message in Slack.

Let’s say your customer support team is managing incoming tickets. Using webhooks, your developer can set up an easy triage system in which new or urgent tickets are posted in the support team’s channel. You can customize the workflow with follow-on steps, like a button to assign a ticket or a form to collect more information.

To get started, share this information with developers on your team, so they can set up the webhook and you can customize the workflow. If you’re interested in the technical details, we get into the nitty-gritty on our developer blog.

Give your team the gift of flow

People on any paid Slack plan can use Workflow Builder to automate their team’s work.

Thanks to your feedback, we’re making ongoing enhancements to Workflow Builder. Have more feature ideas? Drop us a note or tweet us @SlackHQ.

이 포스트가 유용했나요?

0/600

훌륭해요!

피드백을 주셔서 감사합니다.

알겠습니다!

피드백을 주셔서 감사합니다.

죄송합니다. 문제가 발생했습니다. 나중에 다시 시도해주세요.

계속 읽기

변환

중소기업을 위한 AI

인력을 늘리지 않고도 시간을 아끼며 성장할 수 있도록 지원하는, 중소기업을 위한 네 가지 핵심 AI 활용법을 살펴봅니다.

생산성

생산성과 협업의 변화: 업무용 AI

업무용 AI가 어떻게 반복 업무를 자동화하고, 팀 협업을 강화하며, 업종 간 팀 커뮤니케이션을 간소화하여 생산성을 높이는지 알아보세요.

새 소식

코드 없이 더 스마트해진 워크플로: 워크플로 빌더의 새로운 AI 단계 소개

이제 워크플로가 단순히 데이터를 옮기는 것을 넘어, AI를 통해 내용을 요약하고, 번역하고, 초안을 대신 작성해 줍니다.

새 소식

비즈니스 콘텍스트를 바탕으로 타사 앱 에이전트를 더욱 원활히 작동하도록 안전하게 지원하는 Slack

Slack MCP 서버와 실시간 검색 API가 이제 정식 출시되었습니다.