After all, automation has been with us for the past few years. What’s new? Well, everything’s new. Although Slack automation existed before, current automation is ten steps forward. 

With advanced triggers, workflows, and, of course, the use of GPTs, there has never been better automation than now. So, if you feel you are lagging behind in Slack automation, this guide is for you. In this blog, you will have the following key takeaways.

Key Takeaways

• Advanced Slack Automation: Automation in Slack has evolved significantly, incorporating advanced triggers, workflows, and GPTs, making it more powerful than ever.
• Benefits of Slack Automation: Implementing Slack automation can boost productivity, improve team communication, reduce errors, and streamline various processes like customer support and CRM management.
• Top 10 Key Slack Automations: Essential automations include scheduled messaging, CRM notifications, form automation, task management, meeting synchronization, and email marketing data integration.
• Automated Workflow Creation in Slack: Creating automated workflows in Slack is straightforward with the Workflow Builder, allowing customization and integration with other apps for enhanced efficiency.
• Leveraging Worknet's Slack Automation Tool: Worknet Copilot enhances customer support efficiency through smart tagging, conversation summarization, handling data influx, automated responses, and Slack Analytics dashboard integration.

What is Slack Automation?

Slack automation refers to the process of automating repetitive tasks within the Slack interface. You can automate any routine tasks like updating customers/team members, sending bulk messages, scheduling reminders, etc. The aim is to reduce operation time, so the team can focus on more important work. 

Learn More about AI Workflow Automation

What are the Benefits of Using Slack Automation?

Now, let’s see the benefits of Slack automation.

1.Increase productivity & efficiency

We are often unaware of how much time we spend on small tasks. The same is true with Slack. These small tasks, giving reminders and sending updates, can eat up precious time that should have been spent on productive activities. 

This is where Slack automation tools like Worknet’s Slack Analytics Dashboard helps. It provides all the updates on your activities and team activities so they can understand where they are going wrong. This way you can resolve bottlenecks in the process and increase work productivity and efficiency. 

2.Improved team communication & collaboration

Slack is primarily a communication tool. But with all those channels, it can be quite hectic. If you regularly have to provide updates to your team and customers, then Slack automation can help a lot. By automating feedback loops, you can collect feedback automatically. No need to track everything manually. 

3.Reduced errors & inconsistencies

Ever noticed how many times you write the same messages every day? Many times. But one point comes where your mind gets tired, and errors happen. 

With Worknet’s Copilot, you can reduce such errors and inconsistencies by helping you create templates. Whenever needed, you can send these template messages, so you don’t have to type everything from scratch.

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10 Slack Automations to improve your workflow

1.Implement automated Slack messages for efficient communication

How many times will you send the same message again and again? What if there is a way that can handle this repetitive task? The answer is Slack’s Automated messaging feature.  

With Slack message automation, there is no need for your support team to send repetitive messages manually. This frees up their time, letting them focus on more critical tasks.  

Setting up scheduled messages, reminders, and notifications ensures that important updates reach the right people at the right time, preventing frustrated customers.

Moreover, integrating workflows takes it a step further. Slack automation tools like Worknet’s Copilot can automatically respond to common questions, making communication even smoother. This helps enhance collaboration within the team. 

2.Ensure timely follow-up on new opportunities within your CRM

Ever felt like new business opportunities slipped through your fingers like sand? It happens when you don't catch them in time. But what if there's a way to be on top of every chance that comes your way? Making sure you follow up on new opportunities in your CRM is like having a reliable friend in this sea of possibilities.

Slack automation can be your new best friend! Instead of constantly refreshing, get notified about hot leads the moment they appear. This means you can respond quickly, close deals faster, and stay ahead of the competition. It's like having a helpful colleague by your side, pointing out new opportunities, and making your CRM info super easy to use. Ditch the stress, embrace the efficiency, and watch your business boom

3.Stay instantly informed and take action on new form entries

Ever felt like you're always late to the party when a new notification is released, or some important communication is happening? What if there's a simple way to stay on top of everything? Enter Slack's form Automation.

Whenever a customer fills a new form, you can instantly get notified so you can take the required actions. No more checking and rechecking – everything happens right in Slack. You're in the loop and can act on new form entries without extra effort.

It's like having your personal notification system, ensuring you never miss any significant lead again.

4.Set up notifications and emails for new leads to stay ahead

Many times, you might not get notified or miss significant updates as they get lost in the sea of messages. This is where Slack notifications can be a game changer. 

With a minimal setup, you get instant alerts and emails for new messages. It acts like your personal assistant and keeps you in the loop. When a new lead comes in, you know about it immediately. It's a time-saving tool that ensures you respond quickly, making the most out of every opportunity. Slack's notification setup ensures you are always informed and ready to act on new leads.

5.Seamlessly Slack Integration with CRM and payment apps

What if you can connect Slack with your existing CRM and payment tools? This integration will help you stop switching from one tab to another and manually updating information. Yes, it's possible with Worknet’s Slack integration. You can get updates from your CRM, apps and Slack channels within your Slack interface, thus keeping everyone informed without any extra work. 

This will keep your team stays on top of CRM activities and payment transactions in real time, making the workspace more responsive and connected. 

No more delays in tracking customer interactions or checking transactions. Slack integration ensures all the necessary info is right there, letting your team make quick and informed decisions.

6.Stay alerted about New tickets

How often have you wished you could catch new customer questions or issues right as they come in? With Worknet.ai Slack automation, you can set up a ticket alert system to get instant notification when a new ticket arises. It will keep your support team on the bell.

No more worries about tickets slipping through the cracks or slow response complaints. This system ensures your team knows about new tickets right away so they can quickly assist customers. Moreover, Worknet.ai automatically resolves common tickets using the power of artificial intelligence, thus helping your team resolve queries at a faster rate. 

It will help you provide speedy and efficient support and ensure your customers get timely help, leading to a smooth user experience. 

7.Manage tasks directly within the Slack platform for enhanced productivity

How many tabs do you switch during rush hours? Uncountable right. An average digital worker switches between messaging platforms, email, and project management software multiple times within the day. The problem here is constant switching of tabs increases cognitive load. Your brain struggles to refocus each time you switch, leading to errors. Moreover, finding information and switching between tools can easily consume your time. 

That’s where Slack automation tools like Worknet.ai, integrated directly within Slack, can help you. With Worknet.ai, you can directly manage tasks inside the Slack platform and track your activities without leaving the Slack interface. 

8.Sync your meetings seamlessly across various applications

Imagine if you could sync your meetings across different apps right from Slack. Isn't that a handy feature while managing a team? Yes, it is. With this feature, you get notifications before meetings; you can respond to invites and even start meetings on platforms like Gmeet or Zoom without leaving Slack.

And there is cooler -  adding your calendar app to Slack to schedule meetings and inviting others too. No more switching between tabs and apps. It's like having a meeting hub where everything is before you, making teamwork strong. 

9.Integrate Slack for receiving email marketing data

What if your email marketing updates could land where you and your team chat – in Slack? No more searching through emails or waiting for reports. With Worknet’s Slack integration, all the essential info flows into your Slack channels, like how your campaigns are performing and what your subscribers are doing.

Now, your team stays current without checking emails. It's like having a dedicated space where all your email marketing insights gather. Whether it's checking open rates, click-through rates, or how engaged your subscribers are, Slack becomes the ultimate place for all the details.

Slack integration for email marketing data simplifies things by reducing constant email tracking. Your team can concentrate on refining strategies and achieving better results without the extra effort.

10.Enable chat with team members outside of slack

What if you could chat with customers who are not even on Slack? 

Is this even possible? Yes, it is. Worknet.ai's Slack feature turns this 'what if' into reality, reshaping how you collaborate. Your support agents can chat with customers even if they are not using Slack. 

It is making your workspace more open and connected. With this feature, you are not boxed into one platform; you are free to connect and collaborate with everyone, making your work simpler. 

Step-by-Step guide to Slack Automation: How to Create a Workflow in Slack?

Now, how do you create an automated workflow inside Slack? It's easier than you think. In this section, we will help you build a workflow step by step. Jump in. 

Step 1: Go to the main menu in your Slack workspace and select "Tools" → "Workflow Builder."

Step 2: Click "Create Workflow" in the top-right corner.

Step 3: Choose how your workflow will start through the list. Then, fill in details when needed. 

Step 4:. Add steps to your workflow. Steps allow you to send messages, collect information using forms, or integrate with other apps.

Step 5: Once you've finished setting up your workflow, click "Finish Up," give your workflow a name, and click "Next."

Step 6: Add workflow managers, edit permissions if needed, and click "Publish."

What if you want to use a template? Well, there’s a way. Here’s how:

Step 1: Firstly, go to the Workflow Gallery by hovering over "More" in the sidebar, selecting "Automation," and choosing "Workflows."

Step 2:. Browse the available templates, click "Use Template," and follow the prompts to customize the template according to your needs.

Stop drowning in repetitive tasks. Let Worknet's Slack automation handle them while you focus on strategic work.Book a Demo

Leveraging Worknet’s Slack Copilot to Get More Benefits

Worknet Copilot is an AI-powered software that can be used in Slack to improve customer support efficiency. Here’s how. 

1.Smart Tagging

Your customer support team can categorize the chat into different categories. This makes it easy to find the right chat at the right time. 

2.Summarize conversations

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Many times, conversations are too long. Your team doesn’t just have time to read everything. Our Copilot summarizes the entire conversation, so customer support can take swift action. This is also helpful when you receive queries about old conversations you might have long forgotten. 

3.Handling Data Influx

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Worknet Copilot has access to Virtual Machines, which allows it to handle high amounts of network traffic and initialize Virtual Machine (VM) instances accordingly. This gives it robust protection against DoS attacks from malicious users.

4.Generating automating responses

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Copilot can automatically generate responses through available data and help your customers find the answers to their problems. This saves agents time as they do not have to attend to each and every query. 

5.Slack Bi Dashboard

Slack Analytics dashboard helps you track essential metrics like first response time, average response rate, and other metrics so you can get a 360-degree view of the work process. 

Conclusion 

While Slack has long been a valuable tool for collaboration, 2024's advanced automation capabilities elevate it to a whole new level, offering significant competitive advantages. Slack automation tools like Worknet.ai break down communication silos and ensure everyone is on the same page through automated notifications, feedback loops, and document sharing. This fosters a more collaborative and engaged work environment.

See the difference automation can make! Schedule a free demo and experience Worknet's Slack integration firsthand Book a Demo