Template Automate messages and updates

Learn how to schedule recurring messages in a chat or channel so you can send reminders to your team, set up daily stand-ups, and more! 

Try it! Start with a template 

Open Workflows from any entry point.  

Open the templates page. 

Select the template Automate weekly reminders and updates in a channel. 

Step 1: Set up the schedule of your message 

  1. Choose how often you want the message to send. The template is defaulted to send the message every week.

    Tip: To change the frequency of how often the message is sent out put a 2 to send the message every other week, put a 3 to send it out every 3 weeks and so on. 

  2. Choose a start date for when the messages will start being sent out.

  3. Edit the day and time you want the message to be sent out.

Trigger - Choose the schedule for the workflow

Step 2: Set up where to send your message 

  1. Choose what team and channel to send your message to.

  2. Add your customized message that will be sent out.

Action - Automate messages and updates

Step 3: Complete your workflow 

  1. When you're done, select Save to create your workflow. ​​​​​​​

    Tip: After your workflow is created you will land on the details page for the workflow. Here you can change the name, add co-owners, and more.  

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