Support category

Workflows

End-to-end jobs users complete in Slack.

70 articles Customer-facing guides
workflow · how to

Abort, restart, or reopen setup

Follow the abort, restart, or reopen setup workflow in Slack.

workflow · how to

Capture and use ideas

Follow the capture and use ideas workflow in Slack.

workflow · how to

Choose media for a post

Follow the choose media for a post workflow in Slack.

workflow · how to

Configure cadence

Follow the configure cadence workflow in Slack.

workflow · how to

Configure CTA defaults

Follow the configure cta defaults workflow in Slack.

workflow · how to

Configure DM automation and moderation

Follow the configure dm automation and moderation workflow in Slack.

workflow · how to

Configure gamification and kudos

Follow the configure gamification and kudos workflow in Slack.

workflow · how to

Configure learning and optimization

Follow the configure learning and optimization workflow in Slack.

workflow · how to

Configure link in bio and UTM settings

Follow the configure link in bio and utm settings workflow in Slack.

workflow · how to

Configure platforms and integrations

Follow the configure platforms and integrations workflow in Slack.

workflow · how to

Configure SLA and notification preferences

Follow the configure sla and notification preferences workflow in Slack.

workflow · how to

Configure the queue

Follow the configure the queue workflow in Slack.

workflow · how to

Configure workflow rules and routing

Follow the configure workflow rules and routing workflow in Slack.

workflow · how to

Confirm erase or disconnect-all actions

Follow the confirm erase or disconnect-all actions workflow in Slack.

workflow · how to

Connect social accounts

Follow the connect social accounts workflow in Slack.

workflow · how to

Create a brand and finish Brand Basics

Follow the create a brand and finish brand basics workflow in Slack.

workflow · how to

Create and manage approval workflows

Follow the create and manage approval workflows workflow in Slack.

workflow · how to

Create and schedule a post

Follow the create and schedule a post workflow in Slack.

workflow · how to

Create per-account posts

Follow the create per-account posts workflow in Slack.

workflow · how to

DM the bot when the idea is still raw.

Follow the dm the bot when the idea is still raw. workflow in Slack.

workflow · how to

Edit and review a post

Follow the edit and review a post workflow in Slack.

workflow · how to

Edit configuration forms

Follow the edit configuration forms workflow in Slack.

workflow · how to

Edit or reject from threads and inline actions

Follow the edit or reject from threads and inline actions workflow in Slack.

workflow · how to

Fill empty calendar slots

Follow the fill empty calendar slots workflow in Slack.

workflow · how to

Filter and snooze inbox work

Follow the filter and snooze inbox work workflow in Slack.

workflow · how to

Generate a single post

Follow the generate a single post workflow in Slack.

workflow · how to

Generate and schedule client reports

Follow the generate and schedule client reports workflow in Slack.

workflow · how to

Generate plan suggestions

Follow the generate plan suggestions workflow in Slack.

workflow · how to

Give the team one place to start the day.

Follow the give the team one place to start the day. workflow in Slack.

workflow · how to

Import and repurpose content

Follow the import and repurpose content workflow in Slack.

workflow · how to

Knowledge Base

Follow the knowledge base workflow in Slack.

workflow · how to

Link a Slack Canvas to knowledge

Follow the link a slack canvas to knowledge workflow in Slack.

workflow · how to

Manage app admins and failed jobs

Follow the manage app admins and failed jobs workflow in Slack.

workflow · how to

Manage billing and upgrades

Follow the manage billing and upgrades workflow in Slack.

workflow · how to

Manage brands and brand kits

Follow the manage brands and brand kits workflow in Slack.

workflow · how to

Manage hashtag sets and insights

Follow the manage hashtag sets and insights workflow in Slack.

workflow · how to

Manage influencer inputs

Follow the manage influencer inputs workflow in Slack.

workflow · how to

Manage recurring series

Follow the manage recurring series workflow in Slack.

workflow · how to

Manage reply templates and saved replies

Follow the manage reply templates and saved replies workflow in Slack.

workflow · how to

Manage roles, routing, and audit history

Follow the manage roles, routing, and audit history workflow in Slack.

workflow · how to

Manage the Asset Library

Follow the manage the asset library workflow in Slack.

workflow · how to

Match CRM contacts and log touchpoints

Follow the match crm contacts and log touchpoints workflow in Slack.

workflow · how to

Monitor inbox keywords

Follow the monitor inbox keywords workflow in Slack.

workflow · how to

Navigate App Home and work centers

Follow the navigate app home and work centers workflow in Slack.

workflow · how to

Open cadence settings and help modals

Follow the open cadence settings and help modals workflow in Slack.

workflow · how to

Open the Insights dashboard

Follow the open the insights dashboard workflow in Slack.

workflow · how to

Pick pillars and topics during setup

Follow the pick pillars and topics during setup workflow in Slack.

workflow · how to

Plan and reschedule slots

Follow the plan and reschedule slots workflow in Slack.

workflow · how to

Promote replies and ideas into posts

Follow the promote replies and ideas into posts workflow in Slack.

workflow · how to

Put social decisions back in the right channel.

Follow the put social decisions back in the right channel. workflow in Slack.

workflow · how to

Reassign approvals and pipeline work

Follow the reassign approvals and pipeline work workflow in Slack.

workflow · how to

Recover failed jobs

Follow the recover failed jobs workflow in Slack.

workflow · how to

Reply, assign, and resolve conversations

Follow the reply, assign, and resolve conversations workflow in Slack.

workflow · how to

Run a war room session

Follow the run a war room session workflow in Slack.

workflow · how to

Run tasks from the Command Palette

Follow the run tasks from the command palette workflow in Slack.

workflow · how to

Save and reuse library content

Follow the save and reuse library content workflow in Slack.

workflow · how to

Save Slack messages as social content

Follow the save slack messages as social content workflow in Slack.

workflow · how to

Send client approval packs

Follow the send client approval packs workflow in Slack.

workflow · how to

Set posting rhythm and approval channel

Follow the set posting rhythm and approval channel workflow in Slack.

workflow · how to

Set up listening keywords

Follow the set up listening keywords workflow in Slack.

workflow · how to

Start a new draft

Follow the start a new draft workflow in Slack.

workflow · how to

Start the right social workflow from any channel.

Follow the start the right social workflow from any channel. workflow in Slack.

workflow · how to

Submit and review standups

Follow the submit and review standups workflow in Slack.

workflow · how to

Track and respond to competitors

Follow the track and respond to competitors workflow in Slack.

workflow · how to

Track the social pipeline inside Slack.

Follow the track the social pipeline inside slack. workflow in Slack.

workflow · how to

Use and manage templates

Follow the use and manage templates workflow in Slack.

workflow · how to

Use Engage home and the inbox

Follow the use engage home and the inbox workflow in Slack.

workflow · how to

Use Plan home views

Follow the use plan home views workflow in Slack.

workflow · how to

Use Workflow home and approvals inbox

Follow the use workflow home and approvals inbox workflow in Slack.

workflow · how to

Work through the setup checklist

Follow the work through the setup checklist workflow in Slack.