Moving information between tools can be a bit of a hassle. But by adding Fellow's steps to your Slack workflow, you can automate tasks in Slack and send them to Fellow.
This can help automate routine processes - and no coding is required!
For example, if you often manually send the agenda to a Slack channel before your team meeting, then you can use these workflows to get one task off your todo list. (More about that process here, and a downloadable template). Another option would be to set-up recurring action items (full instructions in this article)
But first, in order to access these features you will need to have Fellow + Slack connected. If you are a Slack admin, you can navigate to Slack App Directory --> Fellow. And in Fellow go to User Settings --> Integrations to connect your user account.
How to create a new workflow
First, navigate to the Workflow Builder by clicking on the name or your organization/workspace --> Tools --> Workflow Builder
Note: you will need to use a workspace that is currently on Slack's Standard, Plus, or Enterprise Plans. Ask your Slack admin for more information
Press 'Create' in the upper right hand corner to get started
Or you can import an existing template, like the one here.
Select how you want your workflow to start. This could be when someone is added to a channel, or when a certain emoji is used, and many more things. But essentially this is the action that will trigger the workflow. (Check out Slack's help center for more information on these specific triggers)
Set up the specifics like what channel, what emoji, etc.
Once that is done, you can go ahead and add steps to your workflow
When you click "Add a step", you will see a couple of actions to choose.
We have a few Fellow specific steps like "Add a talking point", "Send editable notes to channel", "Add an action item to a stream", "Add user to a stream"
After you choose one of these steps, the journey is essentially up to you!
Fill out the forms as you go and let us know if you run into any roadblocks.
If you are interested in checking out/setting up specific use cases - check out this article.