Quickly field requests for your team

What’s it handy for?

Reduce the time you spend tracking down the right colleagues for a request. Give coworkers a simpler and more transparent way to request help from your team with Workflow Builder.

A few uses for this workflow:

  • IT: Help desk requests
  • Marketing: Creative content design requests
  • Product: Customer nominations for product pilots
  • Execs: Executive meeting requests with prospects or customers
  • Vendors: Manage scope of work requests in shared channel

With this workflow, people can send your team requests through a form in Slack. Responses are automatically routed to your team’s channel where both your team and the requestor can easily follow up as needed.

See it in action:

  1. Creating and publishing the workflow takes only a few minutes. Import the downloadable template, select a channel for the workflow and customize the form fields to match the info you need for a request.
  2. The form can be launched by anyone in the channel using the actions menu.
  3. Once the form is submitted, the workflow automatically posts the information in your channel of choice, where everyone can track or discuss the request.

To get started:

  1. Download the example
  2. Navigate to Workflow Builder and select “Import”
  3. Once imported, edit the workflow to make sense for your team
  4. Publish and let everyone know about your masterpiece

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