In this article we will show you the benefits of using workflows in Slack. To do this, you need to read to the end to find your reasons.
But that’s not all you’ll find in this job. We will also talk about the step-by-step procedure for creating a Slack workflow from scratch.
Finally, see how to use webhooks to create automated mechanisms in the channel. Pay attention to all the details, because we also explain how to look at the process.
What are the benefits of using Slack workflows? Reasons for this measure
Workflow is Slack’s native tool that allows you to automatically perform routine tasks in the task window. The members of this group can thus interact with this workflow, taking into account that personalised forms and messages can be sent easily. In addition, you can add steps to the workflow and control the employees in this group.
It can therefore be said that when using Slack workflow, communication within the company has the following advantages:
- You can restrict the use of a wire that works for some members. This ensures that sensitive information remains secure at all times.
- Because routine tasks are automated, Slack generates more productivity by executing tasks with this tool. After all, the members do not always focus on the same tasks and therefore spend their time on other aspects that are more useful for the results.
- The manager or owner of the workspace or organization is authorized to implement the workflow. This allows each member to be included and excluded to ensure secure communication.
- Once a workflow has been created, it can be adapted at the same time, making it a dynamic tool that always adapts to the needs of the company.
- If desired, you can export the workflow to another channel to capture the production steps. Please note that the workflow cannot be spread across multiple channels.
Step-by-step training on creating an error-free workflow with Slackline from scratch
Once you know what the workflow is and why you should use it in Slack, we’ll show you step by step what you need to do to get the job done.
Take a look at this:
Download Workflow files
The steps to follow in Slack when uploading a document from a workflow:
- Go to the workspace where this tool is located.
- Then click on the Tools button.
- Then click on the Workflow Builder function.
- Select the desired flow job.
- Click on the three-point icon next to the function.
- Click on the Download Workflow File button.
- Select the file and click Save.
Download formAnswers
If you need to download the answers to the forms created in the workgroup, follow these instructions:
- Open Slack in your browser and go to your workspace. You can find it in the top left corner of the screen.
- Click on Tools.
- A menu appears in which the Workflow Builder function must be selected.
- Then click on the component menu that is represented by 3 horizontal dots.
- Click on the answers in the download form.
- If there is more than one form in the workflow, you need to display a menu and select the desired form.
- After these steps you go to the Slackbot function where you will receive a message with a link to download the form in CSV format.
Processing Workflow
One of the advantages we mentioned in the previous paragraphs is that Slack allows you to change the workflow while it is running, which is a huge advantage in terms of customizing the tool.
In what follows we will show you how to adjust a possible workflow:
- Navigate in the browser to the work area in which the workflow is located.
- Click on Tools and then on Workflow Builder.
- Then click on the contact via the workflow.
- Select the editing tool, which you will find next to the editing step.
- Make the necessary changes and click on Save.
- If for any reason you want to change what you have just changed, you must select the Delete button.
- Finally, you must select Submit Changes.
Cancel publication or delete workflow
The first thing you need to remember before deleting a workflow is that this action is permanent, so you can’t restore the forms or files it contains. Moreover, any member who uses it will lose it.
If you know the scope of this task, you can delete any workflow in a very simple way, the steps you need to perform:
- Open the Slack Workspace from a PC or Mac computer.
- Then go to the Workflow Builder. This function can be found on the left side of the screen under Tools.
- Click on the icon with the 3 horizontal dots to display the options menu.
- Find the Delete Tool and click on it.
- The platform will warn you that the action you are about to perform is final, so you should select the Delete button if you are sure.
Learn how to create advanced workflows with step-by-step webhooks
Webhook is a tool that allows you to create slightly more complex workflows than presented here. To automate and share tasks with external applications, you need to have some familiarity with code development.
But don’t worry if you’re not a computer expert yet, because below we show you the simple steps you need to follow to send information to the channel of your choice, specify the format of messages sent and use HTTP protocol requests in JSON format.
Let’s get started:
Creating a weak demand
The first thing you need to do is create an application, choose a name for it and link it to the development workstation you are going to use in Slack. To do this, you can enter the URL through your trusted browser https://api.slack.com/apps?new_app=1 where you need to click Create Slack Application.
Placement of weaving hooks
Once the previous step is completed, the platform will automatically redirect you to the new application settings. You must now configure your incoming webhooks. To do so, go to the control panel and select the Incoming Web Hooks tool.
A menu will appear in which you must activate the Enable Incoming Web Hook feature to create an incoming webhook. Wait a few seconds for the configuration page to update with the new options, so you can click Add a new WebBook to the workspace. This step allows you to activate a shortcut to install Slack.
Select the publication channel for the application
Once you have created a shortcut to the information stream of the application you want to install in Slack, you must select the channel name on the screen that appears. This will link the webhook to the channel you need to click Allow.
Go back to the settings of the application you want to install and click on the webhook URL of your workspace to display the new webhook URL. For example, you can read https://hooks.slack.com/services/T00000000/B00000000/ipap.
Send a message via URL.
Now check if you can send a message to the workflow via the url of the incoming webhook.
To do this, you need to make a HTTP POST request as in the following example :
POST https://hooks.slack.com/services/T00000000/B00000000/ipap
Compression type: app/jeson
{
Text: Stay in contact with your IPAP device.
}
You can also add more complex code using the Block Kit frame as shown below:
POST https://hooks.slack.com/services/T00000000/B00000000/ipap
Compression type: app/jeson
{
Text: Hola a todo el euipo de IPAP..,
Blocks : [
{
Type: Section,
Text: {
Police. mrkdwn,
Text: Internet Paso a Paso `sober qué queres aprender hoy? (*)
}
},
{
Type: Section,
block_id : Article 567,
Text: {
Police. mrkdwn,
Text: <https://internetpasoapaso.com> n :star: n Curso de tecnología que puedes elegir sin coste alguno.
},
Accessories: {
Type: Picture,
image_url: https://internetpasoapaso.com/cursos,
alt_text : Find the best technology course
}
},
{
Type: Section,
block_id : Article 789,
the domain: [
{
Police. mrkdwn,
Text: *Average score*n1.0
}
]
}
}
You can also do this via alternative viewers that generate webhook URLs according to a calendar.
The codes you need to use:
{
Okay, that’s right,
access_token: xoxp-XXXXXX-XXXXXX-XXXXXX,
Scope of application : Identification, bot, commands, incoming web hook, chat:record:bot,
User ID : XXXXXXXXXXXX,
team name : Escribe el nombre del espacio de trabajo,
team_id : XXXXXXXXXXXX,
incoming_web hook: {
Channel: #channel-it-ville-post-to-post,
Channel_id : C05002EAE,
configuration_url: https://nombredelespaciodetrabajo.slack.com/services/ipap,
URL: https://hooks.slack.com/TXXXXX/BXXXXX/ipap
}
}
Open Workflow Designer
You can now check whether you have configured your webhook correctly. To do this you need to open the workflow and go to the Workflow Builder option. Then click on the Add Step button and define the start of the desired task. You can send the publication to the URL of the request to make sure all steps are carried out correctly. Go back to the Workflow Builder, update the first step and submit the changes made.
Learn how to visualize workflow activity in Workflow Builder.
Below we show you how to visualize the activities that have been performed as part of a workflow using the Workflow Generator tool. You will then know which interactions the participants in this workflow have had, which tasks have been carried out successfully and which errors can occur in this tool.
See below:
Access to the workspace
Log in to the workspace with the browser in the left corner of the screen. You then need to select the button in the Tools menu to call up the Workflow Builder function.
Select workflow
As soon as you enter the Workflow Builder, you need to choose the Your Workflows tab. A list of all existing automated processes is then displayed. Select the workflow you want to open.
Know all activities
In this step you need to go to the Exercise tab and view all activities that have been performed during the workflow. If you wish, you can use filters to refine the results and get a better analysis, sorted by name, date and status of the persons. If you click on the Show details option, you will find the participant who activated the workflow and all the steps that have been performed so far.
If you have any questions, leave them in the comments. We will contact you as soon as possible and it will also be a great help to other members of the community. Thank you so much!
Author: Internet Paso to Paso
Internet Step by Step – IP @ P: Here you will find the best content, guides, tutorials and lists about the world of computers, the Internet and technology.
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