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To run daily reports in Slack, create a recurring message in a dedicated channel to prompt updates, then choose how people should submit them: reply in the thread for a lightweight check-in, or use a Workflow Builder form connected to a List for structured entries and status tracking. A scheduled prompt reminds people; it does not collect, verify, or guarantee a response.
Choose the reporting format before setting up the prompt
Start by deciding what the team needs to read and do with each update. Slack offers three useful patterns: a recurring channel message for conversation, a form connected to a List for structured tracking, or a form that creates a Canvas when each report should look like a document.
| Approach | Best fit | What it provides | Availability notes |
|---|---|---|---|
| Scheduled channel message | A team that needs a visible reminder and lightweight updates | A recurring prompt in the chosen channel | Slack documents this as a workflow template. See Slack’s scheduled-message workflow guide. |
| Form connected to a List | Updates need consistent fields, assignment, status tracking, or follow-up | Form responses become List entries. Members can prioritize entries, update status, and discuss an entry in its thread. | Slack labels List automations as available on paid plans. See Slack’s List workflow guide. |
| Form that creates a Canvas | Each submission should become a document-like report | Form answers replace variables in a new Canvas copy. | The documented Canvas form-response automation is Enterprise-plan only. See Slack’s Canvas workflow guide. |
Consider four things together: how standardized reports must be, whether entries need owners or status, whether the team’s final view should be a conversation, List, or document, and which features the workspace plan and administrators permit.
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- Choose a channel. Use a team channel where updates will be easy to find and relevant colleagues can see them.
- Open the workflow templates. In Slack, go to Agents & tools and open the workflow templates. Some workspaces label this sidebar area Automations. Choose Send a scheduled message. See Slack’s setup instructions.
- Set the schedule. Choose a start date, time, and recurrence frequency. Confirm the workspace time zone and reporting time with the team; Slack’s guide does not prescribe a universal time.
- Choose the destination and write the prompt. Select the reporting channel and tell contributors when to respond and how. For example:
Daily update — [date] Completed: Working on today: Blocked by / need help with: Next milestone: - Agree on where responses go. For a conversational check-in, ask people to reply in the prompt’s thread. If updates need structured fields or tracking, use a form and List instead.
- Publish and confirm management permissions. Check who can manage or edit the workflow so the right people can maintain it.
The example format is a practical team convention, not a Slack-required template. Keep the fields focused on information the team will actually use.
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Use a List when reports need follow-up
A scheduled prompt is suited to reminding people; a List is better when the team must track the resulting work. Slack’s List workflow can collect information through a form and add each response to a List. Members can prioritize entries, update status, and discuss an item in its thread. Slack also documents List automations for channel notifications when fields change, due-date notifications, and summaries. Those automations are listed as available on paid plans. See Slack’s instructions for collecting information in a List.
This is a useful distinction for reports that include blockers or requests: the form captures consistent information, and the List gives the team a place to assign and follow up on it. Configure only the fields and notifications needed for your process.
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Use Canvas for document-style submissions
If every submission should be rendered as a document, Slack documents a workflow that uses variables in a Canvas as form questions and replaces those variables in a new Canvas copy after submission. The specific form-to-Canvas workflow in Slack’s guide is Enterprise-plan only. See Slack’s Canvas workflow instructions.
Use reminders only for simple nudges
For a short, simple team reminder, Slack supports the command /remind [#channel] [what] [when]. Slack recommends a scheduled-message workflow when the channel message is more complex than a basic reminder. See Slack’s reminder guide.
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A reminder or scheduled message prompts the team; it does not validate report content or establish that anyone has responded. The team still needs a submission convention and a way to follow up.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Check plan access and workspace controls
Slack’s Workflow Builder guide describes workflow creation as available on paid plans by default, while noting that administrators can restrict access. Slack’s workflow creation page also says that, by default, anyone on a paid plan can create workflows. List automations are separately described as a paid-plan feature, and the documented Canvas form-response automation is Enterprise-plan only. These are feature-specific availability statements, not a guarantee that every reporting feature is included in every plan. Before designing the process around an automation, check the workspace’s plan and admin settings. See Slack’s Workflow Builder guide, Slack’s workflow creation page, and Slack’s workspace workflow settings guide.
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