How to Trigger Slack Actions in Workflows

Automate Slack channel and group management from any Siit workflow

Step 1: Open or create a workflow

Navigate to Workflows and either:

• Open an existing workflow (like "Employee Onboarding" or "Access Request")
• Create a new workflow from scratch

Step 2: Add a Slack action

1. In the workflow builder, click the + button where you want to add the action
2. Open the Paths panel on the right
3. Expand the Slack section
4. Select the action you need:
   • Add user to Slack group
   • Add user to public channel
   • Create public channel

1. • Post a message on a Slack channel
     
     

Step 3: Configure the action

Each action has specific fields:

Add user to Slack group:

• Group: Select from slack group dropdown 

Add user to public channel:

• Channel: Select the channels from dropdown

Create public channel:

• Channel name: Define a naming convention using variables (e.g., project-)

Post a message:

• Channel: Target channel
• Message: Compose your message (supports Slack markdown and variables)

Step 4: Add conditions (optional)

Use conditions to control when actions execute:

• Only add users if their role = "Engineering"
• Only archive channels if project status = "Completed"
• Only post messages if approval = "Approved"
• Activate the workflow when ready

Example workflows

• New hire onboarding: Add to 5+ channels based on department
• Project kickoff: Create channel + add team members + post welcome
• Offboarding: Remove from all groups and archive owned channels