Channel Strategy10% of the exam
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.
Educate your client on Slack workflows (onboarding workflow, standup workflow).
~7 min read · 7 practice questions ·
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
Required components
- Detail
- Trigger and steps; variables, buttons, extra managers optional
Builder is a manager
- Detail
- The person who builds a workflow is automatically its manager
Plan
- Detail
- Workflow Builder on paid plans; conditional branching new Business+ and Enterprise+ only
Onboarding template contents
- Detail
- Onboarding guide canvas, first-week to-do list, join-team-channels workflow
Onboarding channel prefix
- Detail
- #welcome- plus the new hire's name
Invite step
- Detail
- Needs extra configuration: add channels, Save, Publish Changes
Stand-up template
- Detail
- Send a scheduled message; schedule step sets start and frequency
Default building access
- Detail
- Full Members build; members and guests use
Legacy retirement
- Detail
- Legacy Workflow Builder and Steps from Apps retired September 26, 2024
Sources for this section (6)
- Workflow automation in Slacktrailhead.salesforce.com (opens in a new tab)
- Slack plans and featuresslack.com (opens in a new tab)
- Onboard a new hireslack.com (opens in a new tab)
- Schedule recurring messagesslack.com (opens in a new tab)
- Guide to Slack Workflow Builderslack.com (opens in a new tab)
- Steps from Apps step backdocs.slack.dev (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Slack Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 38 lessons of the Slack Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (7 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams