Slack Workflows
Automate Slack with intelligent workflows for notifications, standup collection, approval processes, and cross-platform integrations. Based on n8n automation patterns.
Overview
This skill covers:
- Automated notifications and alerts
- Daily standup collection
- Approval workflows
- Cross-platform integrations
- Channel management automation
Core Workflows
1. Daily Standup Bot
workflow: "Async Standup"
schedule: "9:00 AM weekdays"
steps:
1. send_prompt:
channel: each team member (DM)
message: |
👋 Good morning! Time for standup.
Please share:
1️⃣ What did you complete yesterday?
2️⃣ What are you working on today?
3️⃣ Any blockers?
Reply in this thread 👇
2. collect_responses:
timeout: 2_hours
reminder: at_1_hour
3. compile_summary:
time: "11:00 AM"
channel: "#team-standup"
format: |
📋 *Daily Standup - {date}*
{for_each_member}
*{name}*
✅ Yesterday: {yesterday}
📌 Today: {today}
🚧 Blockers: {blockers}
---
{end_for}
*Summary:*
• {total} team members responded
• {blockers_count} blockers flagged
4. flag_blockers:
if: blockers_count > 0
notify: manager
action: create_thread_for_discussion
2. Approval Workflow
workflow: "Expense Approval"
trigger: form_submission OR slash_command
steps:
1. receive_request:
data:
- requester
- amount
- category
- description
- receipt_url
2. route_approval:
rules:
- if: amount < 100
approver: direct_manager
- if: amount >= 100 AND amount < 1000
approver: department_head
- if: amount >= 1000
approver: [department_head, finance]
type: sequential
3. send_approval_request:
channel: DM to approver
message: |
📝 *Expense Approval Request*
*From:* {requester}
*Amount:* ${amount}
*Category:* {category}
*Description:* {description}
[View Receipt]({receipt_url})
actions:
- button: "✅ Approve"
action: approve
- button: "❌ Reject"
action: reject
- button: "💬 Ask Question"
action: request_info
4. handle_response:
approved:
- notify_requester: "Your expense was approved! 🎉"
- create_task: in_accounting_system
- log: in_expense_tracker
rejected:
- notify_requester: "Expense not approved. Reason: {reason}"
- log: with_rejection_reason
5. escalate_if_no_response:
timeout: 24_hours
action: remind_approver
final_escalation: 48_hours
3. New Hire Onboarding
workflow: "Employee Onboarding"
trigger: new_employee_added_to_HRIS
timeline:
day_minus_7:
- create_channels:
- "#welcome-{name}"
- add_to: ["#general", "#team-{department}"]
- notify_it: "Set up laptop for {name}"
- notify_manager: "Onboarding starts in 7 days"
day_1:
- morning:
- post_welcome: "#general"
message: |
🎉 Please welcome *{name}* to the team!
Role: {title}
Team: {department}
Location: {office}
Fun fact: {fun_fact}
Say hi and make them feel welcome! 👋
- dm_new_hire:
message: |
Welcome to {Company}! 🚀
Here are your first steps:
1. [Complete HR paperwork]({hr_link})
2. [Set up your accounts]({it_link})
3. [Meet the team]({org_chart})
Your buddy is @{buddy_name} - reach out anytime!
- afternoon:
- schedule_intros: with_key_stakeholders
day_3:
- check_in:
dm: "How's your first week going? Any questions?"
day_7:
- survey:
question: "How was your onboarding experience?"
scale: 1-5
day_30:
- feedback_request:
dm: "You've been here a month! What could we improve?"
4. Incident Response
workflow: "Incident Alert"
trigger: monitoring_alert OR manual
severity_levels:
critical:
- create_channel: "#incident-{timestamp}"
- notify: "@channel in #engineering"
- page: on_call_engineer
- create_war_room: video_link
- start_timer: for_resolution_tracking
high:
- notify: "#engineering-alerts"
- assign: on_call_engineer
- create_ticket: in_jira
medium:
- notify: "#engineering-alerts"
- create_ticket: in_jira
low:
- create_ticket: in_jira
- notify: next_business_day
incident_channel_template: |
🚨 *INCIDENT: {title}*
*Severity:* {severity}
*Status:* Investigating
*Started:* {timestamp}
*Commander:* @{commander}
---
*Affected Systems:*
{systems}
*Customer Impact:*
{impact}
---
📋 *Actions:*
• [ ] Identify root cause
• [ ] Implement fix
• [ ] Verify resolution
• [ ] Communicate to stakeholders
🔗 *Links:*
• [Runbook]({runbook_url})
• [Dashboard]({dashboard_url})
• [Video Room]({video_url})
resolution_flow:
1. commander_declares: "resolved"
2. notify_stakeholders: resolution_message
3. archive_channel: after_24_hours
4. create_postmortem: in_notion
5. schedule_review: in_calendar
5. Cross-Platform Sync
workflow: "CRM to Slack Notifications"
triggers:
hubspot_deal_won:
channel: "#wins"
message: |
🎉 *Deal Closed!*
*Company:* {company}
*Value:* ${amount}
*Rep:* @{sales_rep}
*Product:* {product}
Congrats! 🚀
hubspot_deal_lost:
channel: "#sales-team"
message: |
📊 *Deal Lost*
*Company:* {company}
*Value:* ${amount}
*Reason:* {loss_reason}
*Competitor:* {competitor}
Thread for learnings 👇
github_pr_merged:
channel: "#engineering"
message: |
✅ PR merged: *{pr_title}*
by @{author}
{pr_description_summary}
stripe_payment_failed:
channel: "#revenue-alerts"
message: |
⚠️ *Payment Failed*
*Customer:* {customer_email}
*Amount:* ${amount}
*Reason:* {failure_reason}
[View in Stripe]({stripe_link})
Slash Commands
Custom Commands
slash_commands:
/kudos:
description: "Give recognition to a teammate"
usage: "/kudos @person for [reason]"
action:
- post_to: "#kudos"
- format: |
🌟 *Kudos!*
@{sender} gave kudos to @{recipient}
> {reason}
- track: in_recognition_spreadsheet
/pto:
description: "Request time off"
usage: "/pto [start_date] to [end_date] for [reason]"
action:
- create_approval: pto_approval_flow
- update_calendar: block_dates
- notify_team: if_approved
/standup:
description: "Submit async standup"
usage: "/standup"
action:
- open_modal: standup_form
- collect_responses: yesterday, today, blockers
- post_to: "#team-standup"
/poll:
description: "Create a quick poll"
usage: "/poll 'Question' 'Option 1' 'Option 2' ..."
action:
- create_message: with_reactions
- track_votes: by_reaction_count
- close_poll: after_24h_or_manual
Channel Management
channel_automation:
project_channels:
trigger: jira_project_created
action:
- create_channel: "#proj-{project_key}"
- add_members: project_team
- set_topic: "{project_name} - {project_description}"
- pin_message: project_resources
- archive: when_project_completed
customer_channels:
trigger: deal_closed_won
action:
- create_channel: "#customer-{company}"
- add_members: [csm, sales_rep, support]
- set_purpose: "Support channel for {company}"
- integrate: zendesk_alerts
cleanup:
schedule: monthly
rules:
- archive_if:
no_messages: 90_days
AND:
not_pinned: true
not_customer_channel: true
- notify_before_archive: 7_days
Output Example
Request: "Set up a deal win notification in Slack"
Output:
# Deal Win Notification Setup
## Workflow Configuration
```yaml
trigger: hubspot_deal_stage_changed
condition: new_stage == "Closed Won"
action:
channel: "#wins"
message: see_below
Message Template
🎉 *DEAL CLOSED!*
━━━━━━━━━━━━━━━━━━━━━━
🏢 *Company:* {company_name}
💰 *Value:* ${deal_amount}
👤 *Sales Rep:* @{owner_slack_id}
📦 *Product:* {product_line}
━━━━━━━━━━━━━━━━━━━━━━
*Deal Summary:*
• Sales cycle: {days_in_pipeline} days
• Lead source: {lead_source}
• Industry: {industry}
🎊 Congrats to the team!
n8n Implementation
// HubSpot Trigger → Slack Node
{
"nodes": [
{
"name": "HubSpot Trigger",
"type": "n8n-nodes-base.hubspotTrigger",
"parameters": {
"eventsUi": {
"eventValues": ["deal.propertyChange"]
},
"property": "dealstage",
"value": "closedwon"
}
},
{
"name": "Format Message",
"type": "n8n-nodes-base.set",
"parameters": {
"values": {
"message": "🎉 *DEAL CLOSED!*\n\n🏢 {{$json.company}}\n💰 ${{$json.amount}}"
}
}
},
{
"name": "Slack",
"type": "n8n-nodes-base.slack",
"parameters": {
"channel": "#wins",
"text": "={{$json.message}}"
}
}
]
}
Sample Output
🎉 *DEAL CLOSED!*
━━━━━━━━━━━━━━━━━━━━━━
🏢 *Company:* Acme Corporation
💰 *Value:* $45,000
👤 *Sales Rep:* @alice.chen
📦 *Product:* Enterprise Plan
━━━━━━━━━━━━━━━━━━━━━━
*Deal Summary:*
• Sales cycle: 45 days
• Lead source: Inbound - Website
• Industry: Technology
🎊 Congrats to the team!
---
*Slack Workflows Skill - Part of Claude Office Skills*