Creating Your First Workflow
This guide walks you through creating a workflow from start to finish.
Step 1: Start a New Workflow
From the Workflows home screen, click Create Workflow in the top right corner.
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!
Step 3: Configure Your Trigger
Click Edit Trigger to set up the specifics. What you see depends on the trigger type:
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.
Step 4: Add Actions
Once your trigger is configured, add the steps that should happen when it fires:
Click Add Step
Select an action type (Send Message, Add Delay, Send Webhook, etc.)
Configure the action details
Repeat to add more steps as needed
Actions execute in order from top to bottom.
For all available actions, see Workflow Actions.
Step 5: Name and Publish
Give your workflow a descriptive name via Workflow Settings
Review your trigger and steps
Click Publish to make it active
Your workflow is now live and will trigger automatically!
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:
5. Publish
Click Publish to activate your workflow.
Now, whenever someone joins #general, they'll automatically receive this welcome DM!
Next Steps
Workflow Triggers — Learn about all trigger types
Workflow Actions — Explore all available actions
Advanced Workflow Settings — Fine-tune workflow behavior
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