![]() ![]() Open the workspace menu by clicking on the workspace name at, top left of the Slack window.Let’s walk through how to configure this. NB: Slack Workflow Builder is only available on paid Slack plans Request forms can be templated in Slack thanks to the Workflow Builder so everyone can work more efficiently without having to go back and forth. ![]() What about when someone wants to raise a ticket to IT? They typically miss some key information, such as the office they’re linked to, the make of their laptop, or their manager’s name. They could get an automated message answering the most frequently asked questions as soon as they join the project channel, thanks to Slack Workflow Builder. Want to ask your team for their top 3 priorities every Monday morning? Set yourself a reminder for that in your calendar app? This could be an automated Slack workflow instead.Įvery time someone new joins a project, they may struggle to find which channels to join, where to find the most important information, or who the key people to talk to are. Thanks to workflows, you can spend less time coordinating, writing, copying and pasting, Pavlov-style, and more time doing the most important work. In Slack, this happens in the same channels where you’re already having real-time conversations with teammates and customers. A workflow takes a typically tedious process, making or receiving a request for example, and streamlines it for you in real-time. ![]()
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