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:
| Command | Use it for |
|---|---|
/social | Open the Command Palette and search for a task |
/social-create | Start the create flow |
/social-approve | Open 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
- Click the message box in the channel where you are working.
- Type
/social,/social-create, or/social-approve. - 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
- After
/socialopens the Command Palette, search by work area or task name. - Work areas include Create, Plan, Workflow, Engage, Insights, and Settings.
- Select a task from the results.
- 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:
- Open Slash Social App Home.
- Use the Command Palette entry point shown on the home screen.
When Slack exposes the global shortcut:
- Open the Slack shortcuts menu.
- 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-createshows the Create modal with your active brand context/social-approveshows an approval with context or a clear empty state when nothing is waiting/socialRun 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
| Symptom | What to check | What to do |
|---|---|---|
| Slack does not suggest Slash Social commands | App not installed or outdated manifest | Reinstall or refresh the app with your workspace admin |
| Command runs but nothing visible | No-channel context | Check App Home or DMs; some results open modals instead of channel messages |
Task missing in /social search | Brand, role, or plan | Confirm active brand in App Home and your permissions |
/social-approve shows nothing waiting | No pending approvals for your role | Return later or check Workflow work center in App Home |
/social-create opens wrong brand | Active brand selection | Switch brand in App Home, then run the command again |
| Palette search returns no results | Typo or unsupported task | Search by work area name, or browse App Home work centers |
| Need the full command list | Reference doc | See Slack slash commands |