# Workflow Builder onboarding and standup workflows

*Slack Consultant Study Guide · Channel Strategy · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/channel-strategy/workflow-builder-onboarding-and-standup-workflows*

How Slack workflows are built (trigger plus steps), the New hire onboarding template and its invite step, a recurring stand-up from the Send a scheduled message template, which processes are worth automating, who can build workflows, and the admin controls that reassure a security team.

- Certification: Salesforce Slack Consultant
- Exam section: Channel Strategy
- Study guide: https://www.certifyforce.com/study-guide/slack-consultant

**Official exam objective:**

> Educate your client on Slack workflows (onboarding workflow, standup workflow).

## What the exam expects

- Explain a workflow's required components (trigger and steps) and its optional ones (variables, buttons, workflow managers).
- Recommend the New hire onboarding template for a per-hire home base, and fix it when the new hire isn't added to team channels.
- Set up a recurring stand-up prompt with the Send a scheduled message template and diagnose one that ran only once.
- Pick good automation candidates: sequential, repeatable processes.
- State who can build and use workflows by default, and the admin controls available to a cautious security team.

Key terms:
- **Workflow:** the automation of multistep tasks in Slack.
- **Trigger:** the event that starts a workflow.
- **Step:** an action the workflow takes; connector steps act in third-party services.
- **Template:** a premade workflow, or a channel bundle with canvas, list and workflow, that you customize.
- **Workflow manager:** someone who can edit, unpublish and delete a workflow.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Required components | Trigger and steps; variables, buttons, extra managers optional | [Workflow automation in Slack](https://trailhead.salesforce.com/content/learn/modules/business-process-automation-with-slacks-workflow-builder/identify-potential-workflows) |
| Builder is a manager | The person who builds a workflow is automatically its manager | [Workflow automation in Slack](https://trailhead.salesforce.com/content/learn/modules/business-process-automation-with-slacks-workflow-builder/identify-potential-workflows) |
| Plan | Workflow Builder on paid plans; conditional branching new Business+ and Enterprise+ only | [Slack plans and features](https://slack.com/help/articles/115003205446-Slack-plans-and-features) |
| Onboarding template contents | Onboarding guide canvas, first-week to-do list, join-team-channels workflow | [Onboard a new hire](https://slack.com/help/articles/34211974418835-Slack-templates--Onboard-a-new-hire) |
| Onboarding channel prefix | #welcome- plus the new hire's name | [Onboard a new hire](https://slack.com/help/articles/34211974418835-Slack-templates--Onboard-a-new-hire) |
| Invite step | Needs extra configuration: add channels, Save, Publish Changes | [Onboard a new hire](https://slack.com/help/articles/34211974418835-Slack-templates--Onboard-a-new-hire) |
| Stand-up template | Send a scheduled message; schedule step sets start and frequency | [Schedule recurring messages](https://slack.com/help/articles/4412723137683-Set-up-a-daily-stand-up-in-a-channel) |
| Default building access | Full Members build; members and guests use | [Guide to Slack Workflow Builder](https://slack.com/help/articles/360035692513-Guide-to-Slack-Workflow-Builder) |
| Legacy retirement | Legacy Workflow Builder and Steps from Apps retired September 26, 2024 | [Steps from Apps step back](https://docs.slack.dev/changelog/2023-08-workflow-steps-from-apps-step-back) |

## Check yourself

- Which two workflow components are always required?
- Why might a new hire join the onboarding channel but no team channels?
- When is a process a good candidate for a workflow?
- Why does a stand-up prompt post only once?
- Which admin controls address a security team's Workflow Builder concerns?

## Sources

- [Slack templates: Onboard a new hire](https://slack.com/help/articles/34211974418835-Slack-templates--Onboard-a-new-hire)
- [Automations: Schedule recurring messages in a channel](https://slack.com/help/articles/4412723137683-Set-up-a-daily-stand-up-in-a-channel)
- [Understanding Workflow Automation in Slack](https://trailhead.salesforce.com/content/learn/modules/business-process-automation-with-slacks-workflow-builder/identify-potential-workflows)
- [Manage Workflow Builder access and features](https://slack.com/help/articles/360035822734-Manage-Workflow-Builder-access-and-features)
- [Guide to Slack Workflow Builder](https://slack.com/help/articles/360035692513-Guide-to-Slack-Workflow-Builder)
- [Slack plans and features](https://slack.com/help/articles/115003205446-Slack-plans-and-features)
- [Workflow Steps from Apps step back](https://docs.slack.dev/changelog/2023-08-workflow-steps-from-apps-step-back)
- [Set default channels for new members](https://slack.com/help/articles/201898998)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 7 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams