How to use Slack Workflows

Last Update: 6/15/2022

Workflows are automated multi-step tasks or processes that start in your Slack workspace. They can be executed in Slack itself, or connect with other tools and services.

By default, any member of a Slack workspace on a paid plan can use Workflow Builder to create custom workflows.

1. Choose a trigger - The trigger you pick for your workflow determines how it will start. Workflows are channel-specific, and can only be used in the channel you choose. The following are the triggers you can choose
   1. Attachments and shortcuts menu
   2. New channel member
   3. Emoji reaction
   4. Scheduled date & time
   5. Webhook
2. Customize your workflow - Once you’ve chosen a trigger, you’ll pick the channel where the workflow will be available and be prompted to further customize your workflow

Setting up your Workflow

1. Click your workspace name in the top left panel
2. Select Tools from the menu
3. Select Workflow Builder
4. From Workflow Builder, click Create in the top right
5. Enter a name for your workflow, then click Next
6. Click Select next to the trigger you'd like to use
7. Follow the steps for the trigger you selected to choose a channel for your workflow and finish the setup

You can also create Workflows from a customizable template available on the Workflow Builder Page

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Add a Custom Workflow Icon

1. Open your workflow in Workflow Builder
2. Click the Settings tab at the top of the screen
3. Click Edit next to your workflow’s icon
4. Select Choose File to upload an image file
5. Crop and Save to finish