Step-by-step guides
How to Create a Workflow in Slack: Sample Step-by-Step
Feb 1, 2025
Here's a sample workflow you can implement on Slack. This example involves asking new channel members to fill out a form and collecting their submissions into a list. Please note that this is a basic workflow with only a few steps. You can create more complex workflows with additional steps and integrate with third-party applications as needed.
1. Click "Apps"
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2. Click Manage
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3. Click Browse Apps
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4. Click "Workflows"
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5. Click "Create a Workflow"
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6. Click "Choose an event" to start the workflow
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7. On the right hand side, click on “when a person joins a channel”
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8. Click channels:
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9. Select the channel you want
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11. Click continue
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12. Click "Add steps"
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13. Click "Messages"
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14. Click “send a message to a channel”:
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15. Select a channel where you want to send the message
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16. Click "Add a message"
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17. Type the message you would like to send
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18. Click "Include a button."
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19. Set the button label
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20. Click "Save". You’re done with the second step of your workflow!
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21. To continue, select another step on the right hand side of the screen. This time, we’re selecting “forms”
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22. Click on “collect info in a form”
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23. Rename the form
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24. Click "Add Question"
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25. Put in the first question you like, select the question type and description. You also have an option to make this as a required question.
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26. At this point, you can either click done or you can add another question.
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27. Once you’re done, click on “done”
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28. Click "Save"
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29. In this part, Slack suggested another step, to choose where you’d like to save the form responses. You can select either.
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30. Search for the list
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31. Select the list you’d like to put the responses in
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32. Click "Save"
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33. Once you’re done with all the steps of the workflow you’re building, you can select “finish up”
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34. When finishing up, you may rename your workflow, put a description, upload an image, select a workflow manager, and even select the audience who can see and copy the workflow.
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35. Click "Publish"
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36. Click "Done"
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