Overview
Many nonprofit teams collaborate in Slack every day. But, it’s often underused as a tool for streamlining work.
That’s why I delivered a hands-on workshop with TechSoup Connect Canada. Create and Optimize Nonprofit Workflows in Slack was designed for nonprofit professionals working at small and mid-sized organizations who already use Slack and want to reduce repetitive administrative work using tools they already have.
Here’s a quick overview. Below, I’ve included the recording, slide deck, and a helpful automation checklist in case you’d like to participate after-the-fact.
In this session, you’ll learn how to use Slack’s no-code Workflow Builder to automate common nonprofit workflows, improve visibility, and keep work moving – all within the tools your teams already know.
Webinar Recording
Who is This Workshop For?
This workshop is ideal for:
- Nonprofit staff who already use Slack as part of their daily work
- Program managers, operations staff, and communications teams
- Fundraising and development professionals
- Executive directors and team leads at small and mid-sized organizations
- Anyone curious about automation, no coding experience required
What You’ll Learn
This workshop covers how nonprofit teams can use Slack Workflows to:
- Decide when Slack Workflows are the right automation tool
- Capture structured information using Slack forms
- Route requests, approvals, and updates automatically
- Reduce reliance on email and ad-hoc messages
- Apply best practices for designing and maintaining workflows
All examples are grounded in real nonprofit use cases that teams can adapt immediately.
Workflow Use Cases
The materials include walkthroughs and examples including:
- Automated Team Check-Ins – Collect asynchronous updates without needing a meeting.
- Tech Helpdesk Ticketing System – Centralize support requests in a shared Slack channel.
- Staff Onboarding Tracker – Coordinate onboarding tasks across teams and roles.
- Team Gratitude & Recognition Workflow – Encourage appreciation using forms and emoji triggers.
- Content Review Requests – Route drafts or links to the right reviewers automatically, using only an emoji!
Additional workflows are included in the slide deck.
Resources
Workshop recording – Watch the full session, including live demos and
Slide deck – Including extra examples and integration strategy advice in the appendix
Blog post from The Digital Nonprofit – With additional insights
About the Presenter
Stephen Lavery is a nonprofit technology consultant, facilitator, and practitioner supporting organizations across the United States and Canada.
He partners with nonprofits and grantmakers to strengthen their operations and amplify their impact through smart, human-centered technology and data practices.
Interested in applying these insights and practices in your own organization? Get in touch!