Getting Started

Getting started with Slack Workflows

Import the generated workflow (Recommended)

  1. Download the generated workflow by clicking the download button next to the Webhook field
  2. In your Slack sidebar, click the " More" link and choose "Automations" then "Workflows"
  3. Press the " New Workflow" button and choose "Build Workflow"
  4. Press the "" button and click "Import Workflow" then import your generated workflow JSON file
  5. Once imported, edit the "Starts with a webhook" trigger and copy the provided "Web request URL"
  6. Paste the copied webhook link into the Webhook field and save

Check out the Slack import documentation for up to date information on importing workflows in Slack

Or, add to a new or existing workflow

  1. Add the event you'd like to trigger this workflow with, and take note of the Supported Fields
  2. Create or edit your workflow how you normally would and select "From a webhook"
  3. Add the variables specified by Supported Fields and save
  4. Edit the "Starts with a webhook" trigger and copy the provided "Web request URL"
  5. Paste the copied webhook link into the Webhook field and save

Be sure to publish any changes you make to your workflow before testing.
Now you're ready to configure some workflow steps in Slack!
We recommend adding a "Send a message to a channel" step and inserting all variables to get started.