Using Slack as a Workflow Output

Slack is now available as an output inside Workflows. This lets you send Slack notifications for specific, highly-targeted visitor activity — and route different workflows to different Slack channels. It's the most precise way to get Slack alerts only for the leads that matter most to each team.

Why use Slack as a workflow output

Knock2 has always supported Slack notifications through Settings → Slack, which is the right choice when you want a broad, ongoing feed of account and contact activity. Workflow-based Slack notifications are an additional, more advanced option designed for precision routing.

Common use cases:

Route by team — send enterprise leads to #sales-enterprise and SMB leads to #sales-smb
Route by region — UK pricing page visitors go to #emea-alerts, US visitors to #us-alerts
Route by intent — pricing page visits trigger #hot-leads, blog visits trigger nothing
Route by product line — visitors to /product-a go to the Product A team's channel
Alert specific stakeholders — named account activity goes to a dedicated channel for that account team

Because each workflow has its own filters, source, and timing, you get full control over exactly when a Slack notification fires and where it lands.

Connecting multiple Slack channels

Before you can route workflows to different Slack channels, each channel needs to be connected to Knock2.

Go to Settings → Slack.
Click Connect and authorize the Slack workspace if you haven't already.
When prompted, select the channel you want to connect.
Repeat the connection step for each additional channel you want to use as a workflow destination.

Once connected, each channel becomes available to select inside any workflow. You can always add more channels later — there's no cap on how many Slack destinations you can have in Knock2.

Adding Slack as a workflow output

Go to the Workflows tab in the left navigation.
Click Create Workflow — or open an existing workflow and click Edit.
Set your Source (Contacts or Accounts), Filters, and Timing as you normally would.
In the Outputs step, select Send Slack Notification.
Choose the Slack channel you want this workflow to post to from the dropdown.
If you want the workflow to do more than just notify Slack — for example, also push the contact to HubSpot — add those additional outputs in the same step.
Review and click Create. The workflow is now live.

What the Slack notification looks like

Slack notifications triggered by a workflow use the same rich card format as global Settings → Slack notifications. Every notification includes:

The contact or account details
CRM owner and deal stage (when available)
A direct link to open the record in Knock2
👍 Qualify and 👎 Disqualify buttons

Qualification decisions made from a workflow-triggered notification are saved on the record exactly the same way — they appear in the dashboard, affect filters, and are visible to your whole team.

Example setups

Route hot leads and enrichment separately

Workflow 1: Source = Contacts, Filter = Lead Score > 70 AND visited /pricing → Slack channel #hot-leads
Workflow 2: Source = Contacts, Filter = Lead Score 30–70 → Slack channel #warm-leads and push to HubSpot

Geographic routing

Workflow 1: Country = United States → #us-sales
Workflow 2: Country = United Kingdom, Ireland → #uk-sales
Workflow 3: All other countries → #intl-sales

Named account alerts

Workflow: Source = Accounts, Filter = Company Domain is one of (your target account list) → #strategic-accounts

Tips

Name workflows clearly — include the destination channel in the workflow name (for example, Hot Leads → #sales-enterprise) so the routing logic is obvious at a glance.
Test with a narrow filter first — when building a new workflow, start with a tight filter so you can confirm the notifications look right before opening the rules up.
Combine outputs — Slack is most powerful when paired with CRM push or sequence enrollment in the same workflow, so the rep gets notified and the record is ready for follow-up.
Watch for duplicate alerts — if you also have Settings → Slack turned on, a single visitor may generate two notifications. Adjust filters on either side to avoid noise.

Need help?

If you'd like help designing your Slack routing setup or connecting additional channels, reach out via the Intercom chat bubble in the dashboard or email support@knock2.ai.