Creating Your First Workflow

A complete step-by-step guide to building your first Threadly workflow. Pick a trigger, configure actions, name and publish — includes a full welcome-message example you can follow along with.

This guide walks you through creating a workflow from start to finish.

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Step 1: Start a New Workflow

From the Workflows home screen, click Create Workflow in the top right corner.

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Step 2: Choose Your Trigger

You'll be asked to select what event should start your workflow. Choose from:

• On a Schedule — Run at specific times on specific days

• User Joins Channel — Triggered when someone joins selected channels

• Channel Meets Criteria — Triggered when you're added to channels matching certain rules

• Form Submission — Triggered when someone submits a specific Threadly form

• Message Posted — Triggered when messages are posted in selected channels

Important: Triggers cannot be changed after you create the workflow. Choose carefully!

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Step 3: Configure Your Trigger

Click Edit Trigger to set up the specifics. What you see depends on the trigger type:

Trigger Type	What You'll Configure
On a Schedule	Days of the week, time, timezone
User Joins Channel	Which channels to monitor
Channel Meets Criteria	Filter rules (name starts with, contains, etc.)
Form Submission	Which form, optional field-based filters
Message Posted	Channels to monitor, optional keywords

For detailed configuration options, see Workflow Triggers.

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Step 4: Add Actions

Once your trigger is configured, add the steps that should happen when it fires:

1. Click Add Step

2. Select an action type (Send Message, Add Delay, Send Webhook, etc.)

3. Configure the action details

4. Repeat to add more steps as needed

Actions execute in order from top to bottom.

For all available actions, see Workflow Steps.

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Step 5: Name and Publish

1. Give your workflow a descriptive name via Workflow Settings

2. Review your trigger and steps

3. Click Publish to make it active

Your workflow is now live and will trigger automatically!

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Example: Welcome Message Workflow

Let's create a simple workflow that welcomes new members to your #general channel.

1. Create the workflow

Click Create Workflow from the Workflows home screen.

2. Select the trigger

Choose User Joins Channel.

3. Configure the trigger

Click Edit Trigger and select the #general channel.

4. Add a Send Message action

• Click Add Step

• Select Send Message

• Set destination to User who triggered workflow

• Write your welcome message:

Hey {{user}}! Welcome to the team!

Here are some helpful resources to get you started:
• Check out #announcements for company updates
• Introduce yourself in #introductions
• Questions? Ask in #help

Happy to have you here!

5. Publish

Click Publish to activate your workflow.

Now, whenever someone joins #general, they'll automatically receive this welcome DM!

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Next Steps

• Workflow Triggers — Learn about all trigger types

• Workflow Steps — Explore all available actions

• Advanced Workflow Settings — Fine-tune workflow behavior