![]() ![]() While it may feel like a lot of steps to setup, you can easily just click next 3 times and be done with it. Slack workflow helpdesk request action Setting up a helpdesk request action The text fields can be marked as required, so users can’t skip out on important details. The reason I’m a huge fan of triage requests or helpdesk actions is that they help flush out the context of people’s questions. Have you ever been frustrated with questions or requests that have no context whatsoever? No? …Just me? Alright, didn’t think so. Welcome slack members workflow steps Triage requests in Slack channels This workflow would work well for starting onboarding or simply for helping new people feel welcome. Slack lets you customize the message sent to the person joining the channel or the channel the person joined. After choosing the template, the setup to get started is simply choosing a Slack channel. Slack lets you send a welcome message when users join any Slack channel. ![]() At a highlevel there seems like so many use-cases for each one. Let’s dive into what each of these templates look like in practice. Slack workflow templates Slack workflow examples However you are not limited to these templates, you can also start a workflow from scratch. The default Slack workflow templates are: ![]() Slack provides a number of ways to quickly get started. Open workflow builder Choose a workflow template Select “Workflow Builder” from the menu.Select your workspace settings (top left). ![]() 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. That’s the measure of a successful digital HQ and where the magic happens.Did you know you can automate several tasks you’ve probably been doing manually everyday, directly in Slack? When every minute counts, it’s important to bring the automation creation process closer to the people who are actually going to use it. “These updates are happening at a critical time when businesses are watching their bottom line. “This is part of our goal to make automation accessible for all users, period,” stated Steve Wood, the senior vice president of product, platform at Slack. This has included the introduction of Slack Connect for external business communication, or the upcoming release of multi-person screen sharing within huddles. Slack has taken a number of steps in the past few years to improve its productivity functions, and allow business users to do as much of their work as possible within the app, to reach their aim of being a ‘digital HQ’ for companies. In a blog post announcing the update, the company stated that 10.5 million users run workflows in Slack each week. Since Slack introduced Workflow Builder in 2019, over 540 million workflows have been launched, and this has grown by more than 230% in just the last year. For example, a workflow could be set up to send an automatic welcome message the first time a user is added to a channel, and provide useful onboarding links. Workflow Builder is a tool within Slack, that allows users to create and customise a series of automated steps within their business’ Slack channels. Once sent, the link will expand into a full workflow preview, which can be run directly and pinned in the channel for ease of access. Users will now also be able to easily copy-and-paste workflow links into channels and direct messages. ![]()
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