Slack Automation with Make.com: Step-by-Step Guide

Automating Slack with make.com lets you replace manual updates, reminders, and notifications with smart workflows that run in the background, so your team can focus on real work instead of repetitive tasks.

This how-to article walks you through using ready-made solutions, customizing templates, and building your own Slack automations based on the official make.com Slack automation guide.

Why Use Make.com for Slack Automation

Slack is where conversations happen, but without automation it quickly fills with noise and missed messages. Make.com connects Slack to your other apps so information moves automatically and in a structured way.

With Make.com you can:

Post automatic updates into channels from your CRM, help desk, or project tools.
Turn Slack messages into tasks, tickets, or records.
Send alerts and summaries to the right people at the right time.
Standardize workflows across teams without writing code.

Getting Started with Make.com and Slack

Before building any workflow, you need a clear connection between Slack and make.com.

Step 1: Create or Access Your Make.com Account

Go to the make.com homepage.
Sign up or log in to your workspace.
Familiarize yourself with the scenario editor where you will build Slack automations.

Step 2: Connect Slack to Make.com

In your make.com dashboard, create a new scenario.
Add Slack as a module in the scenario editor.
When prompted, authorize access to your Slack workspace.
Grant the required permissions so make.com can read, post, and manage content based on your chosen modules.

Once connected, you can use Slack as a trigger (something happens in Slack) or as an action (make.com sends something to Slack).

Popular Slack Automation Use Cases in Make.com

The official Slack automation solutions on make.com highlight real-world scenarios that save time and reduce errors. Below are common use cases you can implement quickly.

1. Automatically Post Updates into Slack Channels

Use make.com to centralize updates from multiple tools into organized Slack channels.

Typical examples include:

New support tickets from your help desk tool posted into #support.
New leads from your CRM shared with the sales channel.
Deployment or incident notifications posted into engineering channels.

In make.com, you can set up triggers from tools like CRM systems, ticketing platforms, or form builders, and then send structured messages into Slack with details, links, and tags.

2. Turn Slack Messages into Tasks or Tickets

Instead of manually copying information out of Slack, make.com helps you convert important messages into trackable items.

Examples:

Create tasks in project tools when someone reacts with a specific emoji.
Open a support ticket when a message is posted in a dedicated help channel.
Log product feedback from Slack into your database or spreadsheet.

By building a scenario in make.com that listens for Slack events, you avoid losing requests or ideas in long conversation threads.

3. Send Automated Alerts and Reminders in Slack

Make.com can push time-based or event-based reminders into Slack so teams stay on top of deadlines and KPIs.

Daily or weekly summaries of metrics sent to leadership channels.
Deadline reminders for owners of tasks or deals.
Alerts when thresholds are met, such as high ticket volume or low inventory.

Using scheduler modules together with Slack modules in make.com makes these reminders consistent and reliable.

How to Use Ready-Made Make.com Slack Templates

The Slack automation solutions provided by make.com include prebuilt scenarios that you can clone and customize.

Find and Select a Slack Automation Template

From your make.com dashboard, open the template or “how-to” section.
Filter for Slack-related templates or browse the Slack automation solutions category.
Select a template that matches your use case, such as incident alerts, task creation, or CRM notifications.

Customize the Template in Make.com

Open the template in the scenario editor.
Replace placeholder connections with your own Slack, CRM, or support tool accounts.
Adjust filters and conditions so only relevant events trigger the Slack message.
Edit the text of Slack messages to reflect your tone, channels, and required details.
Run the scenario once manually to test, then enable scheduling or real-time execution.

Because the core logic is already configured, these make.com templates dramatically reduce setup time while still giving you flexibility.

Best Practices for Slack Automation with Make.com

Well-designed automations keep Slack useful instead of noisy. When working with make.com, follow these guidelines:

Be selective with triggers: Avoid sending every update. Filter for important changes like status transitions, priority updates, or specific labels.
Standardize message formats: Use clear titles, bullet points, and links in your Slack messages so people can scan quickly.
Use dedicated channels: Post automation messages into channels like #ops-updates or #alerts instead of general chat channels.
Test with a small group first: Build and test scenarios in a private channel before rolling them out across the workspace.
Monitor and refine: Review which automations are actually used and adjust frequency, content, or triggers accordingly.

Advanced Tips: Scaling Slack Workflows in Make.com

As you expand your use of make.com for Slack, you can create more advanced workflows that orchestrate multiple tools.

Combine Multiple Apps in One Scenario

For example, a scenario in make.com could:

Listen for a form submission.
Create a deal in your CRM.
Open a ticket in your help desk.
Post a summary of all records into a Slack channel.

This multi-step design keeps all stakeholders informed in Slack while ensuring data is correctly logged in your core systems.

Use Filters, Routers, and Error Handling

Within the make.com scenario editor, filters and routers let you route Slack messages based on content, priority, or user. Error-handling steps can send alerts to an admin channel if a connected app fails, so you are immediately aware of issues.

Where to Learn More About Make.com Slack Automation

To go deeper into templates, examples, and best practices, reference the official Slack automation solutions page on make.com. It showcases real scenarios you can adapt to your workflows.

If you need implementation help or strategy support with automation and integrations, you can also work with specialists such as Consultevo, who focus on building efficient, scalable workflows.

Conclusion: Build Smarter Slack Workflows with Make.com

By connecting Slack to your core business tools through make.com, you can centralize updates, automate routine tasks, and ensure critical information reaches the right people at the right time.

Start with the ready-made Slack automation solutions on make.com, customize them for your team, and then expand into multi-step workflows that fully support your collaboration and operations.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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