How to use Slack Workflow Templates

Found an awesome Slack Workflow Builder template online but not sure how to use it? With just a few simple steps you’ll have it up and running in your workspace.

How to install a Slack Workflow Builder template #

1. Download your desired template file, it will either end in .workflow or .json.

2. Open Workflow Builder from the workspace menu in the top left - main menu > Tools > Workflow Builder.

   

3. Click Import and select your downloaded template file.

4. It will then walk you through the last couple steps of naming & updating variables. Below is the message you should receive:

   You’ve imported a workflow

   You now have all the steps from a previously made workflow. Some steps need your attention and have to be updated before you can publish.

5. 🥳 Congrats! All you need to do is Publish your workflow, and you should be ready to use it with your team. You have successfully imported a workflow into your organization from a Slack Workflow Builder Template.

How to share a Slack Workflow template #

If you ever want to share a workflow you built, to get the template file select Download workflow file from your workflow settings page.

More templates #

If you’re interested in finding more templates to automate processes within your organization, check out our Workflow Templates resource.