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#Slack Workflow Builder0 discussing

Questions and answers about Slack Workflow Builder, best practices, and use cases.

I was using AI to help me figure out how to do something, it generated the info below. 

 

What caught my attention was step 2, where it says I can use "Use a Slack API Method". I was excited to try it out. Alas, I was disappointed with the Workflow Builder had no such option.  

 

I am asking for an option like "Use a Slack API Method" be added to the Workflow Builder. It would go a long way in creating advanced Workflows.  

 

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AI Overview

To create a Slack workflow that schedules a message when run, but doesn't schedule the workflow itself, create a workflow that includes a step to schedule a message using the Slack API's chat.scheduledMessages.create method.

Here's a breakdown of the process:

1. Create a New Workflow:

Open Slack and navigate to the Workflow Builder.

Click "Create Workflow" and name it appropriately.

Choose how the workflow will start. You can choose "When a person clicks a button", "When an emoji reaction is used", or "When a list item is updated".

 

2. Add a Step to Schedule a Message:

Add a "Step" to your workflow.

Select "Send a message" or "Use a Slack API Method".

If using "Use a Slack API Method", select chat.scheduledMessages.create.

Configure the message details, including the channel, text, and the time to send the message.

You can use variables to dynamically populate the message content or recipient.

 

3. Configure the Trigger:

Choose a trigger that suits your needs, such as a button click, emoji reaction, or list update.

Make sure the trigger is set up to start the workflow when the desired action is taken.

 

4. Publish and Test:

Review and publish your workflow.

Test the workflow by triggering it and verifying that the scheduled message is sent at the correct time.

 

Example:

Workflow Trigger: When someone clicks a button in a channel.

Workflow Step: Use the chat.scheduledMessages.create API method to schedule a message to be sent to a specific channel at a specific time.

 

Benefits of this approach:

Flexibility: You can create workflows that schedule messages based on various triggers, not just a fixed schedule.

Dynamic Content: Use variables to personalize the scheduled message content.

Control: You have fine-grained control over when and how messages are scheduled.

Build a workflow: Create a workflow in Slack

Generative AI is experimental.

#Slack Workflow Builder

1 comment
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Hi there, 

 

I have created a simple 'IT Help Desk' workflow from the Slck 'templates. I spent hours trying to reverse engineer the fields as the 'training' really doesn't explain logic beyond the basic presets. Essentially the project does the following:

  1. In a channel user clicks a button that triggers workflow
  2. User fillls in a request form
  3. Form fills a LIST with request, admin changes 'state' eg pending, closed, etc
  4. Contents of form should be sent DIRECTLY to user as a chat, not into 'workflow channel'
  5. When admin changes state on LIST to say 'complete', user gets a DIRECT MESSAGE that job is complete, NOT 'workflow channel/bot'

Any tips, or does this need extra development?

 

 

#Slack Workflow Builder

1 comment
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Piyusha Pilania (Solutions Architect at Implementology) Forum Ambassador
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Just learning workflows and how they can interact with lists and threads, and I have a couple of questions.   

  1. If I use a workflow to create a list item, create a message, and finally create a related thread from that message, is there any way for the new list item to have a reference back to that thread or message?
  2. If I use the workflow to create the list item and message but do NOT create a related thread, is there any way to notify the user who ran the workflow that someone has STARTED a thread from that message?

Thanks in advance!!       

 

#Automation  #Slack Workflow Builder

2 answers
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COMING SOON: Updates to Agentforce in Slack + Enterprise search 🚀 

 

Agentforce in Slack just got an upgrade, with brand new features set to arrive soon:

  • at-mention Agentforce in channel
  • Broadening access to Agentforce to every team member
  • Build ISV partner solutions with Agentforce and Slack
  • ...tons more. Get excited.

That's not all! 

 

Say hello to Enterprise Search, an AI-powered search experience that can extend across all your organization’s apps and files. The search experience in Slack just got a

major upgrade. Some highlights:

  • Google Drive connector: Enabling you to search across all the slide decks, documents, and spreadsheets that your company has put together over the years
  • GitHub connector: Allows you to instantly access pull requests — or proposals to merge changes to your codebase — across your repositories without leaving Slack. And AI answers about your code stack now reference your pull requests, giving you faster troubleshooting, deeper insights, and more time to focus on what matters: building great software.
  • Enterprise search for Google Drive and Github is available today to customers with Slack AI licenses on the Enterprise Grid plan. We’ll be releasing more sources soon, so follow us on social media for updates!

🔗 Read more on the Agentforce in Slack innovations arriving soon

🔗 Read more on Enterprise Search

 

#Agentforce #Salesforce Developer #Salesforce Admin #Slack Community #Slack Developers #Slack Workflow Builder #Slack Basics #TrailblazerCommunity

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Some small (but impactful!) Workflow Builder enhancements ✨ 

 

  • Variable names no longer count against character limits in text fields!
  • Emojis used in "When a reaction is added" workflows are now validated - you'll be warned you if your workflow relies on invalid emojis to trigger
  • Workflow templates will warn you that they can't be used if workflow builder is disabled for you
  • "Pin a message" to channel steps now tell you to include a "Send message to channel" step
  • Replaced the old code icon with the webhook icon in workflows using webhook triggers
  • Guest users can no longer access the "Managed by you" tab in the automations hub

✨ Some small (but impactful!) Workflow Builder enhancements ✨ Variable names no longer count against character limits in text fields!Emojis used in

 

 

Screenshot 2025-02-25 at 4.24.16 PM.png

 

 

Screenshot 2025-02-25 at 4.16.19 PM.png

 

 

Screenshot 2025-02-25 at 4.12.15 PM.png

 

 

 

#Slack Workflow Builder  #Salesforce Developer  #Slack Community  #Slack Developers

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New 3rd party edit steps in WFB with support for current value in forms 

🚀 

 

Say hello to a set of new steps that when used with an automatically generated form will pull the current value of each field to improve visibility into any changes being made. 

 

  • ServiceNow - Update an incident
  • Pagerduty - Update an incident
  • Github Cloud - Update an issue
  • Google calendar - Update an event
  • Microsoft Teams - Update a meeting
  • Bitbucket - Update an issue
  • Clickup - Update a task

There are also updates to a couple of existing steps to support the automatic retrieval of current record details.

  • Asana - Update a task
  • Zendesk - Update a ticket

#Slack Workflow Builder  #Slack Community  #Slack Developers

2 comments
  1. Feb 28, 2025, 2:36 PM

    Hi @Hanna Nelson-- thanks for the note. Sorry about this! Go ahead and jump into Slack [HERE] and head to the workflow-builder channel and scroll up just a bit. The video is there 😁

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⚡️Duplicate a workflow step⚡️ 

 

You can now duplicate steps with the simple click of a button on the in-line menu. This is currently rolling out.  

 

Happy building! 

#Slack Community #Slack Developers #Slack Basics #Salesforce Developer #Salesforce

 

⚡️Duplicate a workflow step⚡️ You can now duplicate steps with the simple click of a button on the in-line menu. This is currently rolling out.

 

#Slack Workflow Builder

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Automate Salesforce Record Collaboration in Workflow Builder 🚀 

 

Say hello to: Opportunity Team Members, Account Team Members, and Case Team Members into Workflow Builder!

  

Now, you can seamlessly insert these user groups in any step to automate record collaboration — whether it’s automatically adding your Opportunity Team into a Salesforce channel, updating a list with Team Member names, or sending Sales Home notifications to everyone on the team.  

 

Only need specific folks from your team? You can also filter team members based on Team Role, Title, or other fields to ensure the right people are included. This update makes it easier than ever to keep the right people in the loop.

No more chasing people down to manually update channel membership. 

 

👉🏼 MORE DETAILS 👈🏼

  

This should be released already, and if not, hard refresh your Slack client (command/shift + R)

 

#Salesforce Admin #Salesforce #Slack Community #Slack Workflow Builder #Slack

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The action library is now more ergonomic ✨ 

TLDR: Slack has updated how you browse and select workflow actions, bringing the discovery experience into a focused modal that's in the flow of work

 

Through your feedback and research, we learned that availability of third-party integrations

is the top factor when choosing a workflow automation tool. 

 

New solutions:

  • Choose actions in a focused modal that's right where you'd expect it to be (front and center)
  • This update provides a use-case driven discovery experience and better visibility for third-party connectors
  • Seriously improved accessibility in the Action Library
  • Updated visual design
  • All-new faster Search with handy F shortcut makes it super fast to add an action

The action library is now more ergonomic ✨ TLDR: Slack has updated how you browse and select workflow actions, bringing the discovery experience into a focused modal that's in the flow of work Through

 

 

 

#Slack Workflow Builder  #Slack Community  #Slack Developers

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