Note: This option is a premium Slack feature and requires a paid plan. The first step in getting started is opening the workflow builder from your Slack workspace. Your team can collabrate on the workflow steps, eliminating the burden of maintaining multiple third party tools. Processes that used to require using an external tool to automate, now can be done directly in Slack. Some common examples include making a standup reminder with follow up prompts, initiating a helpdesk or support request, or sending a message to a Slack channel when a new lead is captured. Slack workflows are a way to connect tasks together so that routines and processes become automatic. I’ll show the workflow builder and the steps for you to easily get started. In this article, I’ll walk you through some of the most common functions of Slack workflows. Since Slack owns a majority of my communication, it makes sense to automate parts of the workday in it. Some tasks that I would have normally used Zapier for in the past, I can now simply do directly in Slack. Slack has greatly improved it’s workflows over the past year. You’re probably thinking, sounds cool, but that’s way too complicated. Things like sending stand-up check-ins, helpdesk forms, welcome messages, status updates, and sending info are just a few of the many use-cases for Slack’s new workflows. Did you know you can automate several tasks you’ve probably been doing manually everyday, directly in Slack?
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