To create a new workflow, you will need to open Workflow Builder. You can open Workflow Builder using one of the following methods.

Option 1: Use the message box

In any channel, write: /workflow and select Create a new workflow

Option 2: Use the sidebar

1. Navigate to the left sidebar and click More > Automations > Workflows
   
2. Click +New Workflow > Build Workflow

Every workflow starts with a trigger. For this workflow, it may make sense to have it scheduled for each work day at a specific time. However, for testing, it’s easier to start with a link you can copy and paste into a channel. 

1. Under Start the workflow… click Choose an event

2. Click From a link in Slack

3. Click Continue

When a team member kicks off the workflow, the next step is to gather their current work status. We’ll use a form to capture their updates. A form can collect many different types of input, including short answers (one to two sentences), formatted text (rich text composer), choosing from a list of values (dropdown), dates, and many more.

1. Under the list of available steps, select Forms and then click Collect info in a form
   
2. Change the Form title to “Stand Up Form” and then click + Add Question
   
3. Update Question 1 with the following:
   1. Update Your question to “What did you work on yesterday?”
   2. Change the Question type to Rich text composer
   3. Make sure Make this required is checked
   4. Click Add Another Question
      
4. Update Question 2 with the following:
   1. Update Your question to “What will you work on today?”
   2. Change the Question type to Rich text composer
   3. Make sure Make this required is checked
   4. Click Add Another Question
5. Update Question 3 with the following:
   1. Update Your question to “Does your work have any blockers?”
   2. Change the Question type to Dropdown
   3. Make sure Make this required is checked
   4. Update List item 1 to “Yes” and click + Add Option
   5. Update List item 2 to “No”
   6. Click Add Another Question
      
6. Update Question 4 with the following:
   1. Update Your question to “What is your estimated date of completion for this task?”
   2. Change the Question type to Date
   3. Uncheck Make this required (optional question)
   4. Click Add Another Question
7. Update Question 5 with the following:
   1. Update Your question to “Comments”
   2. Change the Question type to Short Answer
   3. Uncheck Make this required (optional question)
   4. Click Done
8. Click Preview form and verify the form looks correct
9. Close the preview and click Save
   

Workflow Builder can integrate many third-party applications like Google Calendar, Dropbox, or Zoom using connectors. In this step, you will use the Google Sheet connector to create and update a spreadsheet.

1. Under the list of Steps, click on the Google Sheet connector
2. Click Add to spreadsheet
3. If not already connected, connect to your Google Account and grant permissions to the Google Sheet connector
4. Under Spreadsheet, choose Create a spreadsheet from a form > Stand Up Form
   
5. Click Next
   
6. Review the Columns and Values automatically configured for the new spreadsheet and click Save
   

After the values are saved to the spreadsheet, your workflow will post the information to the channel where the workflow was used.

1. Under Steps click on Messages, then click Send a message to a channel
2. Under Select a channel, ensure that Channel where the workflow was used is selected
3. Click {} Insert a variable and click Person who submitted the form
4. Click {} Insert a variable again and click Insert all form responses
   
   
5. Modify the first line in Add a message text box value to read, “✅{} Person who submitted the form sent their Stand Up check in ✅” (feel free to customize)
6. Click Save
   

Next, we’ll make this workflow available in your workspace. But first, give it a name that’s so clear, even your coffee-deprived teammate at 8 a.m. will know exactly what it’s for.

1. Click Finish Up
2. Change the Name to “Team Stand Up Tool” and change the Description to, “Collects team stand up status”
   
3. Click Publish

The last step is to test your new Team Stand Up workflow!

1. Click Copy Link and click Done
   
2. Go to your team’s channel (or your personal DM) and paste the link
3. Click Start Workflow
4. Complete the form and click Submit
   
5. Verify the form responses have been published in the channel and saved to the spreadsheet
   

Now that we’ve tested and verified the workflow, uh… works, let’s schedule it so it appears in the team’s channel every day at a specific time. 

Once a workflow has been published, the type of trigger that starts the workflow cannot be changed. So, we will need to duplicate the workflow and edit the copy instead.

1. Click the More button in the left navigation bar and click Automations
2. Click Managed by you
3. Next to the Team Stand Up Tool click the three dots and choose Duplicate workflow
   
4. Give the new workflow a unique name such as “Scheduled Team Stand Up Tool” and click Copy
   
5. (Optional) To avoid potential confusion, click the three dots next to the original workflow and click Unpublish workflow
   
6. Next to the new workflow click the Edit workflow icon
   
7. Under Start the workflow… click the Edit icon
   
8. Click the drop down that currently reads From a link in Slack and select On a schedule
   
9. Change the Starts on to the desired date and time, change the Frequency to Every weekday, and click Save
   
10. Now click Channel Message to update the message that will be sent to the team channel when the scheduled workflow is triggered
    
11. Under Select a channel choose your team’s channel, under Add a message enter a message such as, “Time to enter your daily stand up status!” and click Save
    
12. Click Add to spreadsheet to configure the spreadsheet to collect the form submission
    
13. Click Resolve
    
14. Click Select a spreadsheet and choose “Stand Up Form” under Create a spreadsheet from a form
    
15. Verify the default Columns and Value settings and click Save
    
16. Next to Sends a message to a channel click the Edit icon
    
17. Verify the team’s channel is selected and click Save
    
18. Click Finish Up and Publish to publish the workflow

When the date and time of the scheduled trigger comes around, you should see the workflow post a message in the team’s channel. 

TIP: Although you can’t change the type of trigger after a workflow is published, you can change a scheduled trigger’s time after it is published.