This article shows you how to use Slack workflows to create a feedback loop to capture requests for new Collections or new content that your users want to see in Guru. This kind of workflow could be useful to add to a Slack channel dedicated to Guru support and/or your Guru Knowledge Council.
Whomever manages Guru at your company could be the one to set these requests in motion, or they could delegate them to another Guru pro (with the appropriate Guru permissions, of course) to handle them.
Using Slack Workflows to Collect Knowledge Input
Slack-enabled companies can leverage Slack Workflows to create fill-in-the-blank style forms for users to complete. Here’s one method for how to build a Slack Workflow to collect knowledge requests from your Guru users:
1. Click the lightning bolt on the bottom left corner of your new slack message field.
2. Select Open Workflow Builder.
3. We suggest starting with the “A way to triage requests” Template. Click the Set Up button.
4. Select the channel where this Workflow will live and enter a name for the Workflow.
5. You’ll be brought to the Workflow Builder where you can edit the template to suit your needs.
- Name the Form and edit the Open a Form option. You can use these example question and answer pairs:
- Click the up and down arrows to easily resequence the Questions.
- Click the pencil icon to adjust the type of answer you’re expecting, ie “short answer” or “pick from list”. You can edit the dropdown list options and even mark questions as required.
6. Next, you can edit the Send Message T options to send a message to the channel where the Workflow originated and/or directly to the user who initiated the Workflow.
- You can use emojis in the message sent to the Channel. To insert the variables collected from the Workflow, click the Insert a variable link at the bottom. These will appear in shaded boxes, as shown here:
- Sending a message to the user directly is not required, especially if the message to the channel includes all the relevant details. However, the template defaults to a “Thank you” message that you can adjust to suit your needs.
7. Once you’ve tested your Workflow to make sure it operates as you’d like, we recommend that the person responsible for acting on these requests react to each one with 👀 to indicate that they’re looking into the request, and ✔️ when it has been completed. This keeps everyone on the same page. The end result might look something like this:
The form to fill out a request can look something like this:
The message sent back to Slack when a form is filled out by a user: