Creating Slack shortcuts allows you to automate tasks and improve team efficiency with just a few clicks. Here’s how to set them up:

Step 1: Access Slack Workflow Builder

  • In Slack, click on your workspace name in the top left corner.
  • From the dropdown, select Tools and choose Workflow Builder.

Step 2: Create a New Workflow

  • Click Create Workflow.
  • Choose Start from scratch or use a pre-built template, depending on your needs.
  • Name your workflow (e.g., “Daily Standup” or “Request Approval”).

Step 3: Add a Trigger

  • Choose a trigger for your workflow, such as a specific slash command (e.g., /daily-standup) or when a message is posted in a channel.
  • For example, select Shortcut to allow the workflow to be triggered with a custom slash command.

Step 4: Add Actions to the Workflow

  • After setting the trigger, add actions (e.g., sending a message, creating a form, sending a reminder).
  • You can set up a series of steps to automate tasks like task tracking or notifying team members about important updates.

Step 5: Customize and Publish

  • Customize the action fields (e.g., set message content or form fields).
  • Click Publish when ready to activate your shortcut.

Step 6: Use the Shortcut

  • To use the shortcut, go to any Slack channel and type the slash command you set up.
  • The automated action will trigger immediately, streamlining your workflow.

By creating Slack shortcuts, you can automate repetitive tasks, saving time and enhancing your team’s productivity.