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Slack 工作流程建立工具指南
工作流程建立工具 可協助你在 Slack 工作空間或 Enterprise Grid 組織中自動化例行任務和流程。工作流程的複雜程度可以視你的需求自由調整,甚至還可以與你完成工作所需使用的其他應用程式連接 。
Slack 管理作業:管理 Slack 中的工作流程建立工具
Slack 管理員可透過審查以下工作流程建立工具管理選項,確保成員以符合工作空間或組織政策的方式建立和使用工作流程:
在 Slack 中建立工作流程
預設情況下,任何人都能在 Slack 中建立工作流程,有兩種開始的選項:你可以從範本建立工作流程,或者,如果你需要進一步自訂,可以從頭開始建立。無論使用哪個選項,以下指引將協助你的工作流程啟動並執行,並準備在你的工作空間或組織中使用。
從範本開始使用
如果你是第一次建立工作流程,這些教學將引導你使用範本作為起點來建立工作流程:
從頭開始建立工作流程
針對更進階的工作流程,或是尚未有範本的任務,你可以從頭開始建立工作流程:
新增連接器步驟
無論你是從頭開始還是使用範本,你新增到工作流程中的步驟將完成一項任務。如果你希望工作流程在第三方服務中執行動作,你可以新增連接器步驟 。
這些步驟要求你使用第三方服務驗證帳戶,並且在帳戶可在工作流程中使用之前,可能需要額外核准或設定。如需更多指引,請參閱:
管理現有工作流程
工作流程發布後,建立它的人員和任何工作流程管理者都能:
使用 Slack 中的工作流程
你在工作空間或組織中找到並使用的工作流程是獨特的,專門為貴組織的需求和流程設計。如果你不確定何時使用工作流程,或設計它以完成什麼任務,最好聯絡建立工作流程的人員以取得更多資訊。
發起工作流程
如果工作流程是設計來從一個連結發起,則你需要找到並按一下該連結以使用工作流程。這些連結設計為可在 Slack 的任何地方分享,因此無論你正在哪個頻道或私訊 (DM) 中工作,都能加以發起。
你可以將工作流程連結新增至畫板 ,或在訊息中傳送連結給自己或其他人以點擊。你也可以在 Slack 的以下位置瀏覽以連結發起的工作流程:
工作流程庫 從桌面將游標放在側欄的「 更多 」上,然後按一下「 自動化 」。選取 工作流程 以瀏覽你的工作空間或組織中的所有工作流程。
搜尋 從桌面上按一下搜尋列。輸入工作流程名稱,然後從結果清單中選取工作流程。在行動裝置上點選「搜尋 」,然後點選「工作流程 」。
捷徑功能表 在任何對話中,按一下訊息欄位中的 斜線圖示 ,然後開始輸入工作流程的名稱以從功能表中選取它
設定為依排程發起的工作流程會自動發起。其他工作流程與對話相關聯,並將根據在對話處發生的常見 Slack 動作來發起。你可能採取的一些發起工作流程的動作包括:
若要查看哪些工作流程發起或在特定對話中有步驟發生,請檢視對話詳細資料 。
完成工作流程提示
工作流程開始後,其步驟將自動執行。隨著工作流程完成每個步驟,系統可能會提示你填寫表單、按一下按鈕,或者使用第三方服務驗證 以繼續進行下一步驗。
分享或複製工作流程
如果你的工作空間中有人找不到工作流程,或者你想要傳送工作流程給會覺得有用的人,你可以分享工作流程 。
預設情況下 ,你也可以複製 任何工作流程,以便使用其步驟並視需要加以修改。
誰可以使用此功能?
根據預設,所有成員 都能建立工作流程,而且成員 與訪客 都能使用工作流程
適用於付費方案
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