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Guide to Slack Workflow Action in Stack

The Slack Premium Workflow Action in Stack allows you to automate sending messages to Slack channels and users, enhancing communication and collaboration within your team. This feature supports three main actions: sending messages to a user, a private channel, or a public channel.

What is the Slack Premium Action?​

The Slack Premium Workflow Action is a powerful tool designed to automate messaging in Slack, a popular team collaboration platform. With this feature, you can send targeted messages to specific users or channels in your Slack workspace. Its intuitive interface and customizable options ensure effective communication by allowing you to set up and schedule notifications as needed.

Main Events​

  • Sending a message to a user: Choose from four options to send a direct message:

    • Assigned User: Notify the user assigned to a contact.
    • Custom Email: Use a specific email to find the corresponding Slack user.
    • Internal User: Select from users within your Stack account.
    • Slack User: Directly search for users in your Slack workspace.

  • Sending a message to a private channel: Select a private channel in your workspace to send secure messages to a select group of team members.

  • Sending a message to a public channel: Choose a public channel to broadcast messages, making information accessible to all workspace members.

Who is this for?​

The Slack Premium Workflow Action is ideal for teams and organizations using Slack for communication and collaboration. It automates messages and notifications, streamlining information flow. Here are some use cases:

  • Project Management: Automatically notify team members about new tasks, approaching deadlines, or completed tasks.
  • Sales and Marketing: Alert the sales team about new leads or closed deals and notify marketing teams about campaign updates.
  • Customer Support: Send alerts for new, escalated, or resolved support tickets to ensure timely responses.
  • Human Resources: Inform HR and team members about onboarding, training sessions, or policy updates.
  • IT and Development: Notify teams about new bugs, system outages, or software updates to maintain system stability.
  • Company-wide Announcements: Share important news or reminders with the entire organization via public channels.

Key Benefits​

  • Single Inbox: Consolidate system events and notifications in Slack for easy tracking.
  • Increased Accountability: Automated notifications encourage responsibility and improve performance.
  • Real-time Updates: Receive instant alerts for critical events, enabling quick responses and informed decisions.
  • Scalability: Adapt to the needs of a growing organization, ensuring efficient communication as your team expands.

How To Setup Slack Action​

Send Direct Message to a User​

When setting up a direct message, you have four options:

  • Assigned User: Use the email of the user assigned to the contact to find the corresponding Slack user.
  • Custom Email: Enter a specific email to locate the matching Slack user. This is useful when the user isn't predefined.
  • Internal User: Send messages to specific users within your Stack account, such as notifying your finance head about a successful deal.
  • Slack User: Directly message any user in your Slack workspace. For large workspaces, use the "Load More" button to find users beyond the initial list.

Message Content​

Craft your message using the extensive custom variable picker to include contact or CRM-related information. For more formatting options, refer to Slack's documentation.

Send a Public Channel Message​

To send a message to a public channel:

  1. Choose a Public Channel: Select the desired channel. For large workspaces, use the "Load More" button to find channels beyond the initial list.

  2. Message Content: Insert your message, using the custom variable picker to include relevant information.

Send a Private Channel Message​

To send a message to a private channel:

  1. Choose a Private Channel: Select the desired channel. Messages will appear as if sent by the user who set up the Slack integration.

  2. Message Content: Compose your message, utilizing the custom variable picker for additional details.

Frequently Asked Questions​

Q: Will I be charged for every Slack message sent using this action?
Yes, Slack Premium Actions incur charges per execution. However, accounts receive 100 free executions.

Q: What if I can't find my Slack user or channel in the dropdown?
Use the "Load More" button to search further. Workspaces with over 1000 users or channels may require additional loads.

Q: Can I dynamically insert user information into Slack messages?
Yes, use the custom variable picker to insert contact info, deal data, or user details directly into your Slack message.

Q: Will messages sent to a private channel appear as coming from a bot?
No, private channel messages are sent from the user who set up the Slack integration—not from a bot.