How to use Slack workflows

Complete guide with multiple methods and troubleshooting

7-10 min read
Expert Verified
Last Updated: August 2025

Quick Answer

Slack workflows are automated processes that help streamline repetitive tasks within the Slack platform. Users can create workflows to automate notifications, gather information, and manage tasks without manual intervention.

Medium⏱ 7-10 min read

Prerequisites & Requirements

Before starting with Slack workflows, ensure you meet the following requirements.
  • •A Slack account with access to the workspace where you want to create workflows.
  • •Workspace admin permissions may be required to access certain features.
  • •Familiarity with Slack's interface and basic functionality.
  • •Internet connection to access Slack.

Method 1: Using the Workflow Builder

The Workflow Builder is a user-friendly tool within Slack that allows users to create custom workflows without coding.
  • •Step 1: Open Slack and click on the 'Apps' icon in the left sidebar.
  • •Step 2: Search for and select 'Workflow Builder' from the apps list.
  • •Step 3: Click on the 'Create' button to start a new workflow.
  • •Step 4: Choose a trigger for your workflow (e.g., 'New Channel Member').
  • •Step 5: Add actions that will occur when the trigger is activated (e.g., send a message, create a form).
  • •Step 6: Name your workflow and click 'Publish' to activate it.
  • •Step 7: Verify that the workflow is active by checking the 'Workflows' tab in the Workflow Builder.

For Windows 11

Follow these specific steps for Windows 11 users.
  • •Use the Windows key + S to open the search bar and type 'Slack'.
  • •Select Slack from the search results and follow the steps outlined above.

For Windows 10

Follow these specific steps for Windows 10 users.
  • •Click on the Start menu and type 'Slack' to find the application.
  • •Open Slack and proceed with the steps outlined above.

Method 2: Using Slash Commands

Slash commands can be used to quickly initiate workflows without navigating through menus.
  • •Step 1: In any Slack channel or direct message, type '/workflow' followed by the name of the workflow you want to trigger.
  • •Step 2: Hit Enter to execute the command.
  • •Step 3: If the workflow requires input, follow the prompts that appear in the message thread.
  • •Step 4: Confirm that the workflow has executed by checking for any messages or actions that were triggered.

Troubleshooting Common Issues

If you encounter issues while using Slack workflows, consider the following solutions.
  • •Error: 'Workflow not found' - Solution: Ensure the workflow name is spelled correctly and is published.
  • •Issue: 'No permissions' - Fix: Check if you have the necessary permissions to create or run workflows.
  • •Problem: 'Workflow not triggering' - Workaround: Verify the trigger settings and ensure the trigger event occurs.

Advanced Tips & Shortcuts

Enhance your workflow efficiency with these tips.
  • •Keyboard shortcut: Ctrl + K - Quickly switch between channels and direct messages.
  • •Command line: /remind - Set reminders within Slack to keep track of tasks.
  • •Hidden feature: Workflow templates - Access pre-built templates in the Workflow Builder for common tasks.

Common Mistakes to Avoid

Avoid these common pitfalls:

Expert Tips

Utilizing Slack workflows effectively can save time and reduce errors in team communication.