Getting Started with Workflow Builder

Introduction

• Host: Elizabeth Kinsey (Senior Marketing Manager at Slack)
• Overview of Slack and Workflow Builder
  • Focus on building workflows for teams and community workspaces.

Overview of Slack

• Slack as a channels-based messaging platform replacing email.
• Benefits of using channels:
  • Shared view into work.
  • Simplified onboarding for new members.

Workflow Builder

• Definition: A visual tool that automates routine tasks within Slack.
• Usage Statistics: Over 25 million workflows have been launched.
• Why Use Workflows?
  • Automate tasks with custom logic without coding.
  • Improve communication and coordination across teams.
  • Create quick responses to frequently occurring tasks.

Understanding Workflows

Anatomy of a Workflow

1. Trigger: Event that starts the workflow (e.g., user joins a channel, emoji reaction, scheduled time).
2. Steps: Actions that follow the trigger (e.g., send a message, collect information).

Types of Triggers

• Shortcut Menu: Users access workflows via a lightning bolt icon in the message composer.
• New Channel Member: Triggers when a new member joins a channel.
• Emoji Reaction: Triggers when a specific emoji is used on a message.
• Scheduled Triggers: Set workflows to run at specific times.
• Incoming Webhooks: Integrate external notifications to trigger workflows.

Use Cases for Workflows

• Onboarding new employees.
• Daily stand-up reports.
• Collecting feedback post-customer interactions.
• Community engagement requests.

Creating Workflows

• Getting Started: Access workflow builder in Slack.
• Use the template library for pre-built workflows.
• Example Workflows:
  • Triage questions from chapter leaders.
  • Feedback collection from community.

Guest Speaker: Jennifer Burton (Director at Manulife)

• Discussed how her team uses Workflow Builder for:
  • Employee engagement (e.g., customized t-shirts).
  • Event demo submissions to capture ideas and manage demo events.

Building Workflows (Live Demonstration)

1. Accessing Workflow Builder: Navigate to slack.com to start building workflows.
2. Setting Up a Stand-Up Workflow:
   • Choose triggers, set the date/time, and customize message contents.
   • Test and publish.
3. Creating a Shortcut Menu Workflow:
   • Set up a triage request help workflow with custom forms and responses.
   • Collaborate with team members for workflow management.

Resources for Learning More

• Join the Slack Platform Community.
• Explore the template library for ideas.
• Participate in sessions for hands-on workflow building experience.

Conclusion

• Encouragement to start automating routine tasks with Workflow Builder in Slack.