Using a Workflow
Last updated
Was this helpful?
Last updated
Was this helpful?
A Wrangle workflow is a way to manage recurring requests and business processes in Slack. For example, you might have a workflow for onboarding a new employee, or approving an equipment purchase.
Wrangle workflows can be customized for any recurring process that you want to manage in Slack, through our no-code Workflow Designer. Here's what it's like for one of your colleagues to use a Wrangle workflow you've created:
There are a few ways to start a Wrangle workflow in Slack
Type "/wrangle" in any text field in Slack to find our "Start a Workflow with Wrangle"
Open the Slack and search for "Wrangle" to find "Start a Workflow with Wrangle"
Enter "Wrangle" in Slack's to find "Start a Workflow"
Click the "Start Workflow" button in the Wrangle Slack app
Once a user launches Wrangle, we'll populate a list of all the workflows , so they can pick which workflow they want to start (e.g. "Blog Post Publishing").
As soon as the user picks a workflow to start, they're presented with an intake form, because there's always data to collect to provide context for the rest of the workflow.
When you design your workflow's intake form, you specify which fields you want to collect from your users. Here's what an intake form might look like:
They'll then be prompted to fill out the intake form online, just like in Slack.
For example, in a blog post publishing workflow, you might first route the draft post to a manager to review and approve in an approval step. Once approved, you might trigger a task list step to assign the post to get published onto the website and promoted on social media.
Approvals and task lists are posted to a thread in a Slack channel, so your team can make use of all of Slack's collaboration features. They'll get notified like any other message that @-mentions them, and they can chat with each other about the request in the Slack thread.
If for whatever reason an active workflow instance should be withdrawn, either the requester or a workflow admin can cancel it.
As your approval and task list steps get completed, Wrangle will notify the original requester of the workflow's progress. Once all the steps are done, the workflow is done.
You can also to another user to give them a direct link to the workflow you want them to launch.
can also start a workflow from the web, either from the Workflows overview, or from a specific :
Once the intake form is submitted, Wrangle routes the request through a series of , , and form steps in Slack. These steps are customizable for each workflow's use case.
If you'd like to see what it's like to kick off a Wrangle workflow, check out this .
