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A workflow can post to Slack as a step. Write the message, choose who receives it, and it goes out the moment the workflow reaches that step — a call recap in the account channel, a deal alert to the owner, a morning digest to the team.

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How to use it

  1. Add a Slack message step to your workflow.
  2. Write the message. It accepts variables from earlier steps, so you can drop in the account name, a summary an agent produced, or a field from the triggering record.
  3. Choose the recipients — at least one. A recipient can be a channel, a user, a variable that resolves to a channel or person at run time (for example, the account’s Slack channel), or a channel template.

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Good to know

  • Add a threaded message to post a follow-up in the thread under the main message — useful for keeping detail out of the top-line post.
  • Turn on human review to hold the message for one person’s approval before it posts.
  • A test run never actually posts to Slack — it shows you what the message would be, so you can check a workflow safely before publishing.

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In practice

When an external call ends, run an agent to summarize it, then post the recap to the account’s Slack channel with {{agent-1.output}} in the message — the team sees the summary without anyone writing it up.
  • Run an agent — generate the text the Slack message posts
  • Triggers — start the workflow on the event you want to announce
  • Human review — approve a message before it posts
Questions? We’re here to help at support@clearskies.cc