Rebuilding legacy workflows in the new version of Workflow Builder

In July 2023, we released a new version of Workflow Builder with updated steps, connectors and features, designed to allow anyone to build automations in Slack. Starting 26th September 2024, we began deprecating legacy workflows and the legacy version of Workflow Builder. 

Use this guide to learn more about rebuilding your workflows in the new version of Workflow Builder.  


Build a new workflow

  1. From your desktop, hover over   More, then select   Automations.
    An image of a cursor over the More icon in the Slack desktop app.
  2. Click on   New workflow in the top right, then select   Build workflow.

Tip: For more detailed instructions on creating a workflow, review our article on building a workflow that starts in Slack.


Trigger functionality

When building your new workflow, the first step is to decide how it will start. The chart below highlights the key differences between the triggers in the legacy version of Workflow Builder and the new version.

Legacy trigger functionality

New starting step

Shortcuts menu

From a link in Slack

Your workflow started when someone runs it from the shortcuts menu.

Your workflow starts when someone clicks one link that hared in Slack. Follow this guide to learn how to closely replicate the experience of the Shortcuts menu trigger.

New channel member

When a person joins a channel

Your workflow started when someone joined one specific channel.

Your workflow starts when someone joins a channel. You can specify up to 20 channels per workflow.

Emoji reaction

When an emoji reaction is used

Your workflow started when someone used a reaction in a channel that you specified. Up to five emoji could trigger the same workflow.

Up to ten emoji can trigger a workflow, and the reaction(s) can be used in up to 20 different channels.

Scheduled date and time 

On a schedule

Your workflow started at a date and time that you specified. The time zone defaulted to the builder’s local time zone and couldn’t be changed.

Your workflow starts at the date and time that you specify, and you can specify a time zone.

Webhook

From a webhook

Available data types: Text, Slack user email, Slack user ID.

Available data types: Text, Slack user email, Slack user ID, Slack channel ID.

Tip: View a full list of triggers in the new Workflow Builder.


Updated Slack steps

The steps in a workflow determine the actions that it takes. The new version of Workflow Builder offers new built-in steps, as well as some updated classics. 

  Send a form

Legacy step functionality

New step functionality

After creating a form, you could decide where the workflow sent it.

 

Question types:

  • Single line of text
  • Paragraph

  • Drop-down

  • Select a person

  • Select a channel or DM

 

Add the Collect info in a form step to create your form. Then, create a Message step to decide where the workflow sends it.


Question types:

  • Short answer

  • Paragraph

  • Rich text composer

  • Drop-down

  • Multiple choice

  • Tick boxes

  • File upload

  • Slack user

  • Multiple Slack users

  • Slack channel

  • Multiple Slack channels

  • Date

  • Date/time

  • Number

 
Send a message

Legacy step functionality

New step functionality

When your workflow sent a message, you could decide which channel, person or thread would receive it.

With the updated Messages steps, your workflow can:

  • Add a reaction to a message

  • Remove a reaction from a message

  • Reply to a message in thread

  • Send a message to a channel

  • Send a message to a person

  • Send an only visible to you message


New Slack steps

The new version of Workflow Builder offers more steps, and steps that interact with Slack’s latest features (such as canvases and lists!) so you can do more with a workflow. 

  Canvas

  • Create a canvas

  • Create a channel canvas

  • Share a canvas

  • Share canvas in thread

  • Update a canvas

  Channels

  • Add a bookmark

  • Add people to a channel

  • Archive a channel

  • Create a channel

  • Pin a message

  • Update the channel topic

  List

  • Add an item to a list

  • Copy a list

  • Delete a list item

  • Send notification to Activity feed

  • Share a list 

  • Update a list item

  Users

  • Add people to a user group

  • Create a user group

  • Remove someone from a user group

Workflow

  • Delay a workflow


Connect to third-party services

In the legacy version of Workflow Builder, adding steps from apps allowed workflows to interact with third-party services – such as JIRA or PagerDuty. In the new version of Workflow Builder, you can connect workflows to third-party services with connector steps. Review our guide to building a workflow with connector steps to get started.

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