In this guide, you'll learn how to:
Add a Slack message action to a workflow.
Choose whether to send the message to a Slack channel or an individual person.
Use dynamic placeholders to personalise your message.
Set a trigger date for when the message is sent.
Before you can send Slack messages through workflows, your company must have an active Slack integration in Humaans. For more, see Enabling integration for Slack.
Creating a Slack message action
Click the top right-hand corner of the Workflow template edit menu, then click Add action. You can also click Add action at the bottom of the menu.
Select Send Slack message, then name the action and press Enter on your keyboard.
Choose a recipient — either a Slack channel or an individual person (see below).
Write your message in the Message body field.
Select a trigger for when the message should be sent.
When ready, navigate away from the window (edits are saved automatically).
Choosing a recipient
When configuring the Slack message, you can choose between two recipient types using the toggle at the top of the recipient section:
Channel
Send the message to a Slack channel. Click the channel field to connect to Slack and select the channel you want the message posted to. Both public and private channels are supported, as long as the Humaans app has been added to the channel.
Person
Send a direct message to an individual in Slack. The following person options are available:
Employee — the person assigned to the workflow.
Manager — the reporting manager of the person assigned to the workflow.
Specific person — a named individual from your Humaans account.
Custom field — a person referenced by a custom field value on the employee's profile.
For direct messages, the recipient must have a work email or personal email in Humaans that matches their Slack account. If no matching Slack user is found, the message will not be delivered.
Adding dynamic placeholders to your message
You can personalise your Slack message using data from Humaans by inserting dynamic placeholders. To do this, click the tag icon in the message body field. The following placeholders are available:
First name
Last name
Full name
Preferred name
Personal email
Work email
Contract type
First working day
Department
Job title
Reporting manager
Placeholders are resolved when the message is sent, so they always reflect the employee's current data at the time of sending.
Message formatting
The message body supports rich text formatting that is automatically converted to Slack's formatting style. You can use:
Bold
Italic
Strikethrough
Code (inline and code blocks)
Links
Bullet and numbered lists
Blockquotes
Trigger types
Like with tasks and emails, you can set a trigger date for when the Slack message will be sent. The available triggers are:
First working day
Last working day
Probation end date
Immediately (sends once the person is added to the workflow)
Manually (you or someone with the correct permissions has to manually send the message)
Custom (select a custom date for the message to send)