Slack Message

Task type: Slack Message

Use Slack Message to post a concise, actionable message to Slack from a workflow.

Run behavior

• Side effects: This task can change data or call an external system. Test with safe records and be careful when rerunning.
• Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

• Alert a team when a high-value account needs attention.
• Post a workflow summary after enrichment or scoring completes.
• Notify RevOps about failures or records requiring review.

Setup tips

• Use a test channel first.
• Keep messages short and include the record or next action.
• Confirm channel names or ids before publishing.

Examples

Notify on high-intent account

Post account name, reason, and suggested next step when a propensity score crosses a threshold.

Outputs

• Slack send result metadata.

Common pitfalls

• Posting to a production channel during testing.
• Sending long raw AI output to Slack.
• Rerunning failed batches without checking whether Slack messages already posted.

Related guides

• Send Slack or email notifications

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• channel
• message

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• channel
• message

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• channel
• message

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Confirm side effects. Include only actionable summary content in the message.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Slack Message",
  "outputKey": "slack_message",
  "taskType": "Slack Message",
  "description": "",
  "channel": "",
  "message": ""
}