Build time-saving automations with ease using new enhancements to Slack’s Workflow Builder (2024)

Today we’re introducing new features to Workflow Builder, including plug-and-play workflow templates, enhanced developer tools, and new workflow steps from third-party apps like PagerDuty, Asana, and Bitbucket. Together, these updates make no-code automation even more accessible across Slack.

At Slack, our mission has always been to empower everyone, regardless of technical expertise, to automate routine tasks and simplify complex work, freeing up time to focus on more strategic activities. In fact, eighty percent of users who build Slack workflows are non-technical. And now, with more than 3 million workflows running per day and 65 third-party workflow connectors, we’re excited for the next phase of automation in Slack, designed to enhance speed and focus.

Build workflows in seconds with new plug-and-play templates

Plug-and-play templates make workflow creation as easy as filling in the blanks of a sentence. And with 50 new productivity and industry templates, you can quickly build and customize no-code automations to simplify both common tasks and complex processes. For example, you can use a template to:

  • Onboard new hires faster: Automatically add new teammates to relevant meetings, share important files with them, and send a welcome message when they join a Slack channel
  • Keep recurring meetings focused: Collect agenda topics from your team, track them in a Slack list, and post the agenda in your team channel on the day of your meeting
  • Help streamline incident response: Gather incident details, create a channel with the right team members to triage the issue, and log the issue in your incident management tool, such as Jira Cloud, to automatically track progress toward resolution

New plug-and-play workflow template in Slack

Start a workflow from actions in your third-party apps

Moving a project forward often involves monitoring and reacting to updates across various apps, and that context switching drives down productivity. Now workflows can automatically initiate in Slack when an event occurs in an integrated third-party tool, centralizing everything you need to do your best work. For example, if your organization faces a critical mobile app outage, logging the issue in PagerDuty can start a workflow in Slack. You can set up this no-code workflow to create an incident channel, add the right team members, set up a canvas, and share all relevant information from PagerDuty.

Start a workflow from actions in your third-party apps

Make customizing workflows easier with new developer tools

When you need to build a specialized workflow, you can use Slack’s open APIs and flexible developer tools to code and create custom steps. New tools in Slack’s developer platform make it easier to build custom steps, so you can go from idea to deployment faster. Now with Slack’s developer platform, you can:

  • Create and manage your custom steps on the Slack app settings page in a new, intuitive user experience
  • Develop custom steps that are hosted anywhere, allowing you to easily and securely bring the power of your services to Slack
  • Enhance existing custom-built Slack apps, such as bots, with a custom step so that it can be used as a step in Workflow Builder, allowing you to connect your Slack apps to time-saving workflows
  • Choose your favorite programming language to develop custom steps, including TypeScript, JavaScript, Python, and Java, using Slack’s SDK or Bolt framework

New developer tools to make customizing workflows easier

Build time-saving automations with ease using new enhancements to Slack’s Workflow Builder (1)

Automation is a core capability that increases productivity and saves time for Rivian employees when doing repetitive work. Workflow Builder allows Slack users to easily create no-code automation at any experience level.

“Automation is a core capability that increases productivity and saves time for Rivian employees when doing repetitive work. Workflow Builder allows Slack users to easily create no-code automation at any experience level. With Workflow Builder, Slack is the place where users can easily connect workflows with other applications and platforms to achieve specific goals. Our Slack users created approximately 3,000 workflows in 2024, with heavy adoption in Production, Operation, and Service groups.”
Anoop Narang, Head of Digital Workplace and Solutions, Rivian

To discover the automations you can build in Slack, visit our Workflow Builder page.

Developers can head over to our API documentation to learn more about extending the functionality of Workflow Builder.

The above is intended for informational purposes. Please do not rely on this information in making your purchasing decisions. The development, release and timing of any products, features or functionality remain at the sole discretion of Slack and are subject to change.

Build time-saving automations with ease using new enhancements to Slack’s Workflow Builder (2024)

FAQs

How to build workflows in Slack? ›

Click New Workflow in the top right.
  1. Step 1: Choose how your workflow starts. Under Start the workflow, click Choose an event, then select an option from the list: ...
  2. Step 2: Add steps to your workflow. ...
  3. Step 3: Finish up and publish your workflow.

Is workflow Builder free in Slack? ›

Is Slack Workflow Builder free? Workflow Builder is a paid feature included in the Slack Pro, Business+ and Enterprise subscriptions. To explore free and paid subscriptions, take a look at our pricing page. Workflows built with the new version of Workflow Builder that meet certain criteria will be chargeable.

How to do Slack automation? ›

Automate tasks with Workflow Builder
  1. Guide to Slack Workflow Builder.
  2. Build a workflow: Use a workflow template.
  3. Export and import Slack workflows.
  4. Build a workflow: Create a workflow in Slack.
  5. Build a workflow: Create a workflow that starts outside of Slack.
  6. Build a workflow: Request connector steps.

How do I update my workflow in Slack? ›

Change or remove steps
  1. From your desktop, hover over More in the sidebar, then click. Automations.
  2. Click Managed by you.
  3. Click the pencil icon next to the workflow you'd like to edit.
  4. Click the pencil icon next to the step you'd like to change. ...
  5. Make your changes, then click Save.
  6. Click Publish Changes.

How to create automated messages in Slack? ›

Click Templates and select the Send a scheduled message template.
  1. Step 1: Set a schedule for your message. The template is set up to send a recurring message in a channel on a schedule. ...
  2. Step 2: Edit your message and where to send it. ...
  3. Step 3: Finish up.

How do I pull data from a Slack workflow? ›

Export data
  1. From your desktop, click your workspace name in the sidebar.
  2. Select Tools & settings from the menu, then click Workspace settings.
  3. Click Import/Export Data in the top right.
  4. Select the Export tab.
  5. Below Export date range, open the drop-down menu to select an option.
  6. Click Start Export.

How do Slack integrations work? ›

Apps connect tools and services with Slack, so you can use them without leaving your workspace. Apps make it easy to quickly find, share and act on information across your tech stack by creating one central place to stay focused and get work done.

How do I automate Jira to Slack? ›

Slack automation with Jira
  1. Step 1: Choose your trigger. Every rule starts with a trigger. ...
  2. Step 2: Add Lookup Issues action. This action allows you to highlight issues that you specify using JQL. ...
  3. Step 3: Add a Slack/MS Teams action. You can add as many actions as you like to a rule. ...
  4. Step 4: Test it!

How do I check my Slack workflow? ›

From your desktop, hover over More, then select Automations. From the left sidebar, click Managed by you. Click the three dots icon next to a workflow in the list, then select View details from the menu.

Can Slack workflow create a Jira ticket? ›

Here are a few of the amazing things you can do with the app:Create Jira tickets in SlackQuickly gather requests in Slack via a shortcut button that logs them in Jira.

How do I add variables in Slack workflow builder? ›

When you create a variable, it'll also be included as a question in the workflow form step.
  1. From the canvas, click the three dots icon, then select Manage automations.
  2. Place your cursor on the line of text you'd like to add a variable to, then click Add Variable. ...
  3. Add a Name, then click Save.

How do I create an approval workflow in Slack? ›

Submit an approval request
  1. From your desktop, hover over More, then click Automations.
  2. Click New Workflow. ...
  3. Below Steps, find or search for the name of the third-party service you'd like to add a connector step for.
  4. Click Request.

How do I format a Slack workflow message? ›

When you're writing a message in Slack, press the Aa button to reveal a formatting panel in both Slack's desktop and mobile apps. Highlight any text you've written then click options like bold, italics, strikethrough or code format to give messages the right emphasis or to make key excerpts stand out.

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