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How to take advantage of Fellow steps in Slack workflows
How to take advantage of Fellow steps in Slack workflows

Create your own Fellow <> Slack integration with no coding required!

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Now you can build custom Fellow steps into your Slack workflow to automate some of your processes.

But, you might be thinking, "this feature is cool, but how can I use it?". Well, you're in the right place!

Here are some examples about how you can use:

Emoji reaction --> Add action item to a note

For example, you might have a Slack channel specifically focused on bugs/customer issues. Sometimes these issues can be rather urgent and it's important for the person who created the post to know that someone has read it/acknowledged it/looking into this. A quick way to do this would be by using an emoji reaction like πŸ‘€ , πŸ’­, πŸ‘Œ, or βœ…. Even better is if this becomes an action item to follow-up on.

To build this follow these workflow steps, then customize by selecting "Emoji reaction" and adding a second step to "Add action item to Fellow"

Scheduled date & time --> Send notes to a channel

Say you have a weekly meeting every Tuesday. It's a team meeting and you would like to prompt your team members to add to the agenda. Instead of manually doing this each week, you can automate this. Getting one thing off your todo list :)

Even easier, we have a template for this one to get started even faster. Or here are the steps to build this yourself.

New channel member --> Add to shared note series

When someone new joins your team, it can be hard to remember every place/list they need to be added to. So get two places off your list by combining them. Just by adding a team member to a Slack channel, you can remind someone to add them to the Shared note series as well.

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