This article provides links for creating Slack workflows.
This is a general article. Automate Tasks with Workflow Builder. Scroll to the second topic.
Directions for Setting up a Workflow
- How to choose a trigger
- How to customize your workflow depending on the trigger you select
- How to find and open Workflow Builder
5.1. Navigate to Workflow Builder and Create a workflow.
- Click on the Slack name: CPM Educational Program
- Select "Tools" & then "Workflow Builder".
- Select "Create".
5.2. Set up your Workflow
- Give your workflow a name.
- Choose the type of workflow you want. So far, we have only used the Shortcut and the Scheduled date & time.
- Type and select the name of the channel for the workflow. Indicate a short name for the workflow.
5.3. Add Steps - Directions in the second foldable above.
- The links in the sections above describe how to add the steps.
- Also, look at other workflows to view the steps they took (Please do not overwrite them!)
5.4.
