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Notify Assignees via DM for Private Workflows

When a workflow is posted to a private Slack channel, a user may be assigned to complete a certain step who is not a member of the channel.

This behavior is automatic — no configuration required.

When a workflow step is assigned to someone who isn't a member of the workflow's Slack channel, Wrangle detects this and sends that person a direct message with the step instead of posting it in the channel. This applies to all step types:

  • Approvals — approvers not in the channel receive the approval request via DM

  • Forms — form assignees not in the channel receive the form via DM

  • Task lists — task assignees not in the channel receive the checklist via DM

Subsequent updates to that step thread continue in the same DM.

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