workflow · how to

Start the right social workflow from any channel.

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

Goal

Start the right Slash Social workflow from any Slack channel without leaving the conversation. Use three public slash commands for common jobs, then search the Command Palette when you need a specific task.

When to use this

Use slash commands when you are already in a channel and want to jump straight into work:

  • A thread discussion should become a new post (/social-create)
  • You need to approve the next waiting item (/social-approve)
  • You know the task name but not which work center owns it (/social)

Commands work from public channels, private channels, and DMs where Slack allows apps. You can also open the Command Palette from App Home or the global shortcut Open Command Palette when Slack shows it in your workspace.

Before you begin

Confirm these items:

  • Slash Social is installed and appears when you type / in Slack
  • You have access to the Create work center for tasks that start in Create
  • An active brand is selected in App Home when your workspace has more than one brand

Some tasks inside /social depend on your role or plan. If a task is missing, check brand, role, and plan access before you assume the command is broken.

Steps

1. Know the three public commands

These commands are registered on the public Slack app manifest:

CommandUse it for
/socialOpen the Command Palette and search for a task
/social-createStart the create flow
/social-approveOpen the next pending approval, or see that nothing is waiting

Additional tasks appear in the Command Palette after you run /social. Open them from App Home or search results instead of typing command names that are not listed above.

2. Run a command from a channel

  1. Click the message box in the channel where you are working.
  2. Type /social, /social-create, or /social-approve.
  3. Press Enter.

/social-create opens the Create modal so you can pick accounts, format, and media.

/social-approve opens the next pending approval with context, or tells you nothing is waiting.

/social opens Command Palette search.

3. Search and run a task from /social

  1. After /social opens the Command Palette, search by work area or task name.
  2. Work areas include Create, Plan, Workflow, Engage, Insights, and Settings.
  3. Select a task from the results.
  4. Choose Run to open the modal, update App Home, or show the command result.

Examples of what Run may open:

  • Create modal for drafting content
  • Plan tools for scheduling and queue work
  • Approval or inbox tools for workflow and engage tasks
  • Insights dashboards or settings modals for configuration

4. Open the Command Palette without a channel command

When you are already in App Home:

  1. Open Slash Social App Home.
  2. Use the Command Palette entry point shown on the home screen.

When Slack exposes the global shortcut:

  1. Open the Slack shortcuts menu.
  2. Choose Open Command Palette if it appears for Slash Social.

These paths reach the same search experience as /social.

Success criteria

You finished this workflow when:

  • A modal opens, App Home updates, or Slack shows the result for the command you ran
  • /social-create shows the Create modal with your active brand context
  • /social-approve shows an approval with context or a clear empty state when nothing is waiting
  • /social Run opens the task you selected without error

Downstream work may end in states such as draft saved, queued, pending approval, or generation failed depending on the task you started.

Troubleshooting

SymptomWhat to checkWhat to do
Slack does not suggest Slash Social commandsApp not installed or outdated manifestReinstall or refresh the app with your workspace admin
Command runs but nothing visibleNo-channel contextCheck App Home or DMs; some results open modals instead of channel messages
Task missing in /social searchBrand, role, or planConfirm active brand in App Home and your permissions
/social-approve shows nothing waitingNo pending approvals for your roleReturn later or check Workflow work center in App Home
/social-create opens wrong brandActive brand selectionSwitch brand in App Home, then run the command again
Palette search returns no resultsTypo or unsupported taskSearch by work area name, or browse App Home work centers
Need the full command listReference docSee Slack slash commands