How Create Slack Channel Works

Automatically create dedicated Slack channels for specific customers or projects. This action creates the channel and can immediately add team members and send invitations to external users.

Configuration

Inputs

Slack Team
string
required
The Slack team/workspace where the channel will be created.
Invite Type
enum
required
The type of invitations to send: slack_connect or guest invitation.
Channel Name
string
required
The name of the channel to create. Supports dynamic variables for personalization.
Channel Private
boolean
required
Whether to create a private channel (true) or public channel (false).
Flywheel is not able to create events for messages in private channels to to limitations in the Slack API.
Add Team Members
string[]
required
Array of team member IDs to add to the channel immediately after creation.
Invite Org Users
string[]
Array of users to invite to the newly created channel.

Outputs

slack_channel_id
string
required
The ID of the newly created Slack channel.
slack_channel_name
string
required
The name of the newly created Slack channel.
slack_team_id
string
required
The ID of the Slack team where the channel was created.
invite_sent_to_emails
string[]
required
Array of email addresses that invitations were sent to.
invite_sent_to_org_user_ids
string[]
required
Array of Flywheel user IDs that invitations were sent to.
added_csm_user_ids
string[]
required
Array of CSM user IDs that were added to the channel.
added_csm_user_slack_ids
string[]
required
Array of Slack user IDs for the CSM users that were added.
invite_type
enum
required
The type of invitation that was sent to external users.

Use Cases

Enterprise Customer Onboarding
Channel Name: "customer-{{company.slug}}"
Type: Private
Add CSM Users: [assigned_csm, customer_success_manager]
Invite Org Users: [customer_admin, customer_technical_lead]
Invite Type: slack_connect
Project Coordination
Channel Name: "project-{{project.id}}"
Type: Public
Add CSM Users: [project_manager, technical_lead]
Invite Org Users: [client_stakeholder_1, client_stakeholder_2]
Invite Type: guest
Support Escalation Channel
Channel Name: "support-{{user.company_slug}}-urgent"
Type: Private
Add CSM Users: [senior_support_agent, customer_success_manager]
Invite Org Users: [customer_admin]
Invite Type: slack_connect
Feature Development Collaboration
Channel Name: "feature-{{feature.name}}-{{customer.slug}}"
Type: Private
Add CSM Users: [product_manager, engineering_lead, customer_success]
Invite Org Users: [customer_product_owner]
Invite Type: slack_connect

Best Practices

Channel Naming
  • Use consistent naming conventions for easy identification
  • Include relevant identifiers (customer name, project ID, etc.)
  • Keep names descriptive but concise
Privacy Settings
  • Use private channels for customer-specific conversations
  • Use public channels for internal coordination that benefits from transparency
  • Consider your organization’s Slack usage patterns
Initial Setup
  • Add relevant team members immediately during creation
  • Send invitations to external stakeholders as needed
  • Set appropriate channel topics and descriptions after creation
Channel Management
  • Monitor channel usage and archive inactive channels
  • Establish clear guidelines for channel purpose and usage
  • Consider channel lifecycle management for project-based channels