Finish the onboarding checklist

Goal

Complete the onboarding checklist on App Home so your workspace can plan, review, and publish from Slack. The checklist tracks first-run milestones: brand basics, taxonomy, connected accounts, cadence, approval routing, and your first draft attempt.

Before you begin

• Open Slash Social App Home from the Slack app list.
• Finish Install Slash Social in Slack if the app is not already in the workspace.
• Block a few minutes for the steps you have not done yet. You can spread them across sessions; resume actions pick up where you left off.

Steps

1. Open App Home and locate the onboarding checklist or setup section. If a guided tour appears, follow it or skip it and return to the checklist when you are ready.
2. Complete brand setup. If you have no brand yet, follow Set up your first brand. Otherwise open Brand Basics from the checklist and confirm name, timezone, and active brand.
3. Open brand kit review when the checklist offers it. Confirm voice, visuals, or other brand kit fields your team needs before generation.
4. Add pillars and topics from the checklist pillar step, or open taxonomy setup directly. See Set up pillars and topics for detail.
5. Connect accounts from the checklist connect step. Link at least one social profile or publishing destination so drafts have a target.
6. Set the approval channel so reviewers see work in the right Slack channel. Choose invite when the checklist prompts you to add teammates who approve or create.
7. Configure cadence from the checklist cadence action. See Choose cadence and approval channels for timezone, windows, and intensity.
8. Create or open a first draft from the checklist draft action. A meaningful attempt counts even if generation is still running or fails; the checklist advances on the attempt, not only when a background job finishes.
9. If the first draft fails, use the recovery paths shown in App Home, Create, or the failure notification. Retry generation from the offered action rather than restarting the whole checklist.
10. Use the checklist overflow or refresh actions if a step looks out of date after you finish work in a modal.

Resume controls on App Home and in Settings route you back to the right step (brand basics, pillar review, media review, cadence, or connect accounts) without losing completed work.

Confirm it worked

• Checklist items you finished show complete or skipped states.
• App Home shows work centers instead of a blocking setup banner when core steps are done.
• The active brand, connected accounts, and approval channel match what you configured in each step.
• A first draft exists, is generating, or failed with a visible retry path; the checklist still credits a first-draft attempt.

If something goes wrong

A checklist button does nothing

Confirm the active brand in App Home matches the brand you are setting up. Invalid checklist actions and brand mismatches are blocked with feedback in the modal or App Home. Switch to the correct brand and try again.

A step stays incomplete after you finished it

Refresh App Home from the checklist refresh action. Some steps mark complete only after submit handlers save settings or after you make a meaningful attempt (for example, opening the draft flow).

You lack permission for a step

Resume and checklist actions check brand access. Ask an org or brand admin to complete the step or grant your role access to brand settings.

Brand kit or pillar review will not open

Return to the prior checklist step, save brand basics, then open review again from the checklist. Permission or missing brand data can block the modal until the brand record is valid.

You want to redo setup without losing published work

Use Restart setup safely instead of deleting the workspace. Restarting reopens setup flows without removing published content or completed approval history.

First draft generation failed

Follow Retry a failed generation. The checklist can still advance because you attempted the first draft.

Next step

When the checklist is complete, create and schedule a post on your normal workflow, or choose cadence and approval channels again if your team’s routing changed.