#DOWNLOAD WORKFLOWY HOW TO#

The completed form is instantly posted into a number of channels where staff can triage the problem, discuss solutions, and workshop updates to the wider company. You can take reports of when a piece of equipment is lost, when your company website is unreachable, or when your payment processing service is failing. Collect incident reports in real timeĬustom forms with standardized inputs are especially valuable for time-sensitive tasks, such as letting anyone in the company launch an incident report whenever they notice a service is down. Clicking the icon reveals a menu of channel-specific actions created with Workflow Builder. If you’re working in a channel that includes a published workflow, you’ll see a lightning bolt icon at the top of it.

#DOWNLOAD WORKFLOWY HOW TO#

Try it now: Download the request form workflow How to launch a request workflow: introducing the ⚡action button That emoji reaction could even trigger a second workflow, sending a confirmation back to the original thread and an expense request into an accounting channel. The results could be sent into any regular channel, a direct message or a shared channel, like the one you might have with a travel agency.įrom there, an agent would book flights and a hotel and then mark the request complete with ✅. They’d open the channel, launch the form from the ⚡️action menu now found atop that channel, and fill out a few basics like dates, city and preferred airline. Imagine a #travel-requests channel, where staff could request help with upcoming trips. With Workflow Builder, you can automate how these requests are made and ensure that they reach just the right people, right in Slack. Or you’re planning to visit the London office and need to give the front desk and security teams a heads-up. Perhaps an office supply is running low, and it’s time to reorder. Try it now: Download the onboarding message workflow Request information with custom formsĪt some point during most workdays, you’re going to make (or field) a request. For example, when someone joins a workplace channel for the first time, you can send a message that includes a few essentials about the office, along with whom they can contact to ask questions and find more information.

Use this workflow for all sorts of channels and audiences.

The completed form can post into a #welcome channel, where everyone can get to know new team members. With Workflow Builder, whenever people join a channel, they can automatically be sent the resources they need to get caught up, without wasting time asking others.Īdditionally, you can prompt them to fill out a form with other information, such as a short personal bio. In the past, that often meant tracking down certain documents and asking specific questions to identify the project leaders and where the work stood. People join projects, change teams, or start as new employees all the time, and the enduring challenge is getting these folks current. Welcome teammates to channels with automatic onboarding messages You can try these as-is or edit them to fit your team’s needs. Before you jump in to build workflows from scratch for your team, the easiest way to get started is to download and import one of our pre-built workflow templates.

Download workflowy