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

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!

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Slack Workflows Skill - Part of Claude Office Skills