Manage requests for marketing help

Lots of teams ask marketing for help: sales might want a specific collateral, HR may want help with a job posting, or the product team might want to advertise a new product. This workflow organizes those requests, prompts managers to approve, and then routes to someone to complete the work.

How this Template Works

1.

Start a request for marketing help with a Slack Shortcut

In the marketing team's channel, other teams can click on a shortcut to start the workflow to ask for help.

2.

Gather context with a form

As soon as the shortcut is clicked, the requester is prompted with a form in Slack where they can detail their request. The form makes sure all of the important context, like timeframe and specific requirements, is gathered. You can customize this form for your team's needs.

3.

Post an approval to a channel

The details from the form are automatically posted to a threaded message in the team channel, and reviewers are notified. The reviewers get clear Approve/Deny buttons and they can request changes or ask questions in the thread. Once they're satisfied, they click Approve. This step is powered by Wrangle.

4.

Assign follow-up tasks

Once approval has been given, you can assign members of the marketing team to do the work requested by the other team. These tasks are posted in a message into the same thread as the approval, and everyone can follow along as they are completed. This step is powered by Wrangle.

Next Steps

This workflow file can be imported when you're creating a new workflow in Slack Workflow Builder.

Download Workflow Template

Slack Workflow Builder Example