Setup guide

Set up your first social workflow in Slack.

Use this guide before you add Slash Social to Slack. It helps you begin with the right workspace, brand, roles, and first workflow.

Checklist

Start with the workflow your team can adopt this week.

You can prepare Slash Social without waiting on a meeting. Gather the workspace, brand, role, and account details first, then use the product flow when your workspace is ready.

01

Choose the Slack workspace

Start with the workspace where social planning, reviews, and client conversations already happen. Confirm an admin can approve app installation.

02

Create the first brand

Name the brand, choose its timezone, and decide which channels should receive planning, approval, publishing, inbox, and reporting updates.

03

Assign the first roles

Pick one owner, at least one creator, and the people who can approve content. Add client approvers only after the internal route works.

04

Connect accounts

Connect the social accounts that need scheduling, recovery, inbox, or reporting support. Keep account owners available for reconnect prompts.

05

Run one workflow first

Begin with approvals or weekly planning. Add inbox, reporting, saved replies, and multi-brand operations once the first route feels stable.

Readiness

What to have ready before the first setup run.

A small amount of upfront clarity keeps the first workflow clean. If you can name these five details, you can start without a kickoff meeting.

Ready when your team is

Ready to bring the first workflow into Slack?

Start with one brand, one route, and the team members who already own the work.