workflow · how to

Work through the setup checklist

Follow the work through the setup checklist workflow in Slack.

Goal

Move through setup jobs from App Home until the activation checklist is complete and the brand is ready to plan and publish from Slack.

When to use this

Use this workflow when:

  • You installed Slash Social and need a guided path from brand creation to first draft.
  • You paused setup and want to pick up where you left off.
  • You are a brand owner helping teammates understand which setup steps remain.

The checklist is the map. Each row opens the right modal or flow so you do not hunt through Settings for the next task.

Before you begin

Slash Social must be installed in your Slack workspace. A brand must exist or you must be in the process of creating one.

Brand owners see setup controls on App Home. Other members may see read-only status for the active brand. If you are not the owner, ask the owner to complete setup or use Reassign Owner from the overflow menu.

Steps

Read the checklist

On App Home, find the Launch checklist:

  1. Set up your brand
  2. Connect your first channel
  3. Pick content pillars
  4. Set posting rhythm
  5. Create your first draft

Each row shows complete or incomplete. The checklist advances when you finish a meaningful step, including a first draft attempt that later fails generation.

Resume where you left off

When setup is incomplete, the owner sees Complete your setup with Resume Setup. That opens the next job based on brand stage:

  • Brand Basics
  • Connect Accounts
  • Content Pillars
  • Posting rhythm

You can also tap an individual checklist row. Rows route to connect accounts, approval channel, invite teammates, cadence, or brand kit review depending on which step you choose.

Optional tour and scanning

During brand kit scanning, choose Continue now when enrichment finishes or when you want to proceed with defaults. You do not need to wait for every scan to finish if you are ready to move on.

You can open the onboarding tour or skip it. Skipping the tour does not reset saved brand data or checklist progress.

Overflow actions

Open the overflow menu on the setup section for:

  • Reassign Owner when another teammate should drive setup
  • Restart Setup when onboarding choices should reset but the brand should stay
  • Abort & Delete Brand when the brand was a mistake and should be removed

Restart and abort are covered in Abort, restart, or reopen setup.

Work each checklist row

Use these workflow articles when you need step detail for a single job:

Connect accounts and first draft open from their checklist rows on App Home. Follow the modals each row opens.

Confirm it worked

Progress percentage on the setup section increases as rows complete.

When setup finishes:

  • App Home shows the brand is ready.
  • Open Calendar appears so you can move into planning.
  • Incomplete setup banners and Complete your setup prompts go away for that brand.

A first draft that fails generation still counts toward Create your first draft on the checklist. Retry generation from Create or App Home if needed.

Troubleshooting

App Home looks stale

Switch to another Slack tab and return to Slash Social. Use Refresh on the setup section when that button appears.

Resume Setup opens the wrong step

Confirm the correct brand is active in the switcher. Resume routes based on brand stage for the selected brand.

Checklist row does not advance

Finish the modal submit for that step. Some rows need saved data, such as timezone in Brand Basics or at least one pillar, before they mark complete.

Modal closed before you finished

Choose Resume Setup or tap the checklist row again to reopen the same job.

Permission denied or brand not found

You may be on the wrong brand or lack owner access. Ask the brand owner to continue setup or reassign owner to you.

You need to undo a setup choice

Use Restart Setup from the overflow menu to reset onboarding progress without deleting published posts. See Abort, restart, or reopen setup.