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Slack

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If an approval still lives in email, Slack's August update is for you. Start there.

By Shivanath DevinarayananPublished 13 min read
Written forCOO or operations lead whose work crosses teams, partners and systems“Your team chases every decision across WhatsApp, email and Excel.”

The short answer

Of everything Slack shipped in July and August 2026, what should an operations lead switch on first?

Slack listed 20 changes for July and August 2026. For an operations lead, Salesforce approvals in Slack come first: reviewers approve, reject or comment where they already work, with the history kept on the record. It needs Enterprise or Unlimited with Flow Approval Processes or Advanced Approvals. At Mindcat, we start with one approval flow.

Brass levers on a harbour master's desk, one lit gold, above a lamplit harbour: switch on approvals first

Takeaways

  1. 01Slack lists 20 changes for July and August 2026. Slack alone describes most, and we have not tested them.
  2. 02Salesforce approvals in Slack suit an operations lead first: approve, reject and comment in Slack, with Approval Trace keeping the history.
  3. 03Classic approvals in Slack allow approve or reject only, no comments, and four fields. Flow-based approvals are the newer route.
  4. 04The Repeat step runs one workflow step for every user, channel or item in a collection, which removes copy-and-paste builds.

What did Slack ship in July and August?

If an approval in your business still lives in WhatsApp, email or Excel, one of Slack's July and August changes is for you: Salesforce approvals in Slack. Slack lists twenty changes on its What's new page. This is the one to act on this month. The rest matter less to an operations lead, and the ones worth knowing are covered below.

It has conditions: Enterprise, Unlimited or Developer edition with Flow Approval Processes or Advanced Approvals, and the approval has to run through Salesforce. If it lives in email today, the first job is to move that one approval into Salesforce, and that is the real first step, not the Slack part. For our own approvals, working out the process took days and building it took about a day each, as set out below. Yours will differ. That is the job we take on: our Slack work sets up Slack with Salesforce so that decisions made in Slack are written back to the record.

Four groups in Slack's July and August 2026 updates: approvals, workflows, Slackbot, and agents
What is in the two drops.

Two cautions before the list. First, almost every description below is Slack's own wording from that page. We have not tested these features in a workspace, so we say "Slack says" where that is all we have. Second, Slack's page says some updates appear gradually depending on your subscription, region or admin settings, and some need admin permission. Check each one in your own workspace before you plan around it.

If approvals in your team still live in a chat nobody can find, our discount and quote approvals use case shows what the Slack version looks like and who owns it.

Why should approvals come first?

Because an approval is a decision with a name on it, and the new route keeps the name. Slack lists "Salesforce approvals in Slack" for August: approvals "routed straight into Slack", powered by Salesforce flow orchestration, so approvers see insights from both Slack and Salesforce in one place.

Slack screenshot: an approval request in Slack with Approve and Reject buttons and an approval progress panel
The approval request, as Slack shows it. Image: Slack, from its What's new page.

Salesforce's release notes say what it takes. Reviewers can approve or reject requests and add comments in Slack, and submitters get notifications when a request is submitted and reviewed. The Approval Trace component on the related record keeps the status and history. It applies to Lightning Experience in Enterprise, Unlimited and Developer editions with Advanced Approvals or Flow Approval Processes.

NeedWhat Salesforce says
EditionEnterprise, Unlimited or Developer, in Lightning Experience
FeatureAdvanced Approvals or Flow Approval Processes
ConnectionSlack workspace connected to Salesforce
PermissionConnect Salesforce with Slack user permission
Reviewer and submitter accessRead access on the Approval Submission object
SettingsIn Approval Settings, turn on Notify Reviewers in Slack and Notify Submitters in Slack
Five steps: connect Slack to Salesforce, two Approval Settings, Read access, approve or comment in Slack, Approval Trace
How approvals reach Slack.

Three questions the release notes do not answer, so put them to Salesforce or Slack before you plan: whether an approver outside your company, such as a partner or vendor, needs a Slack seat to act; how it behaves for your region and data setup (for UAE or India workspaces we confirm per plan before you sign, and we have not checked); and what happens if some of your approvers sit in Microsoft Teams. Our Slack work never starts from replacing Teams: if you run it, keep it. Then check which kind of approval you run. Salesforce's help for Classic Approval Processes in Slack lists limits: the only actions are Approve and Reject, users can respond only without comments, a notification shows up to four fields, the Slack app connects to one Salesforce org, and an approver who must pick the next approver has to finish in Salesforce. It also says that enabling it turns it on for all users, and recommends Flow Approval Processes as the more flexible route. The belief to break: "approvals are in Slack now" is one sentence, but four fields and no comments is a different process from approve, reject and comment with a trace. The receipt is Salesforce's own page.

Classic approvals in Slack: approve or reject only, no comments, four fields. Flow-based: comments and Approval Trace
Two kinds of approval, two sets of limits.

So choose the four fields an approver needs before you switch it on. For a discount, that might be the account, the list price, the discount and the margin. Everything else stays on the record, one tap away.

What does the Repeat step change?

It removes the copy-and-paste build. In Workflow Builder, Slack says business users and ops teams can now build object collections of users, channels or text, filter and select items from a List, and run any step across a whole collection or user group with the new Repeat step. Slack's examples: one message to a list of channels, or the same onboarding steps for every new employee in a group. Slack also lists a radio button field, private-channel support for Summarise Channels and shorter delay options.

Slack screenshot: a Filter a list dialog in Workflow Builder filtering a Slack List by issue name and due date
Filtering a List inside a workflow. Image: Slack, from its What's new page.
Before: one message to one channel by hand. After: one step runs for every channel, user or item in a collection
What the Repeat step changes.

For an operations lead the use is plain. A weekly reminder to every owner of an open approval, or a handoff checklist for each new partner, no longer needs one workflow per person.

What do the Slackbot changes add?

Three things, all described by Slack and none tested by us. Deep research: Slack says Slackbot can dig across your org's data and the web on open-ended questions and reason through what it finds. Big mode: a full-screen home for Slackbot, built for longer research, writing, analysis and file generation. Skill sets: Slack says related skills can be bundled and deployed as one package.

Slack screenshot: Slackbot researching an account, with steps and a summary of pain points, news and roadmap fit
Deep research, as Slack shows it. Image: Slack, from its What's new page.
Slack screenshot: Slackbot's full-screen home with a prompt box and suggested items
Big mode. Image: Slack, from its What's new page.
Slack screenshot: a Sales skill set in Slackbot with skills templates and a bundle panel
A skill set. Image: Slack, from its What's new page.

Skill sets are the one to watch, because they are where a team writes down how it works. A skill is an instruction, and a bundle is a set of them. Whoever owns the bundle owns how Slackbot behaves for the team. Before you deploy one, write down who edits it, who approves a change to it, and who can switch it off.

What is for engineers and agents?

Two items. Slack Code: Slack says coding agents can work with the whole team in dedicated code channels, where everyone can see the conversation, code diffs and live previews. You tag in a coding agent from a conversation, and it creates a channel to build, review and launch together. And MCP tools for Slack Lists: Slack says agents connected through its MCP server can search, create and update Lists, adding records and pulling full lists into their work.

Slack screenshot: a code channel started from an incident alert, with an agent working on a dark-mode bug
Slack Code. Image: Slack, from its What's new page.

Both belong to the engineering side, but the Lists item matters outside it. A List is where many teams keep exceptions and handoffs, so an agent that can write to one needs a named owner and a human gate on the write, the same rule as any other system of record.

What can wait?

Most of the rest. Slack also lists a Seismic enterprise search source, a comment-only role for canvases, and a sales tracker for teams already on Slack CRM, which Slack says is backfill-only with nothing to set up. They are useful where they fit.

Slack screenshot: search results for a competitive positioning question with Seismic documents listed as a source
Seismic as a search source. Image: Slack, from its What's new page.
Slack screenshot: a Share this canvas dialog with the Can comment option selected
Comment-only canvas access. Image: Slack, from its What's new page.
Slack screenshot: a Sales Tracker pipeline board with New, Contacted and Qualified columns
The sales tracker. Image: Slack, from its What's new page.

Comment-only canvas access is the one to use early, for a different reason: a reviewer who can comment but not edit is a small approval control for any document that is not in Salesforce.

What do approvals in Slack look like when we run them?

Like a long list of named flows, with a different person at the end of each. At Mindcat, we run these in Slack: expense approvals, bank transfers, vendor payments, intercompany transfers, new software purchases, hiring and new employee onboarding requests, vendor onboarding requests, cash flow management, reminders on statutory compliance dates, lead acceptance rates, and SLA violations on the sales side. Our agents also ask a person to approve before they act. Department heads, individual contributors, external vendors, compliance and finance all take part. That is our own desk, and we set it up for clients the way we use it ourselves.

We sort them into three kinds. That grouping is ours, not Slack's.

KindWhat the person doesFlows we run
ApproveSays yes or noExpense approvals, bank transfers, vendor payments, intercompany transfers, new software purchases, hiring and new employee onboarding requests, vendor onboarding requests, an agent's request before it acts
WatchSees a number cross a line and actsCash flow management, lead acceptance rates, SLA violations on the sales side
RemindDoes something by a dateStatutory compliance dates
Three kinds of flow Mindcat runs in Slack: approve, watch, remind, with examples of each
Three kinds of flow we run in Slack.

Here is one of them traced, in our own words. Our approvals are multiple steps: the submitter's immediate manager, then the department head, and if the request is budget-related, then finance and the CEO. The approver sees four things: the request, who submitted it, the reason, and the impact in cash. While the approval is open it lives in a Slack List. When it is completely done, it writes back to Salesforce. We have not said here which Slack or Salesforce feature carries ours, so treat it as an example of the process, not as a test of Slack's new approvals feature. A few flows run the other way. For certain hiring requests, the request starts in Salesforce and lives in Salesforce, and only the approvals come back into Slack.

StepWhoWhere it lives
1The submitter's immediate managerA Slack List while the approval is open
2The department headThe same Slack List
3Finance and the CEO, only if the request is budget-relatedThe same Slack List
DoneNobody: the approval is completeWritten back to Salesforce
One Mindcat approval: submitter, immediate manager, department head, then finance and the CEO if budget-related
One of our approvals, traced.

What went wrong is the part worth copying. We had to document and clarify the process, the exceptions and the scenarios before we automated any of it, and we did not do that fully at first. Contractors, external approvals, external reviews and auditing were not in the first version. We built them in after the fact. If you write one page before you build, put those four on it.

Three things follow from the list as a whole, and they are our reading, not a measured result. First, most of the list is not an approval. A team that hears "approvals in Slack" and plans only for the first row misses the second and third, which are the ones that stop a month-end or a filing date. Second, the people take part in different ways. Department heads, individual contributors, external vendors, compliance and finance are all in the list above, so each flow needs to say which of them decides, which only sees it, and which sits outside the company. The fields and the comment rule should be chosen per flow, which is the same split as Classic versus flow-based above. Third, an agent's request for approval is only as good as what the approver can see. We wrote about the failure that happens when it is not: a $20 approval ran as $2,000 in an agent test.

Each of those flows was set up its own way, and the split in time is the useful part. Framing the process took days of discussion: who decides, who only sees it, what the approver needs on the screen, who owns the exception. Building it took us about a day on each, with our AI agents doing the building. That is our own timing on our own flows, not a promise for yours, and a client's flow may take more or less. But it says where the work is. The build is the short part. The framing is the long part, and it is the part no feature from Slack or Salesforce does for you.

We are not sharing other numbers for our own flows here, because we have not published any. If a post like this ever quotes one, it will say where it came from.

What would we do first?

One approval flow, end to end. We are not Slack and we do not resell it, so your contract is with Slack and Salesforce. Our order is below, and it is our judgement, not Slack's.

Our order: approvals, Repeat step, Skill sets, Slack Code for engineers, everything else can wait
Our order, our judgement.

Pick the approval that hurts most, and spend your time on the framing before the build. For a sales lead that is a discount agreed in a personal chat. For an operations lead it is often a vendor or partner sign-off that lives in email. Write four things: the approver, the four fields they see, where the history lives, and who owns the exception. Then switch it on for that one flow. For the support side of the same workspace, see what changes on 27 October.

Next step: use the form at /contact/run-on-slack and tell us, in a few lines, the one approval or handoff that leaks between desks. You hear back within 24 hours from the person who signs the work, and what you get is a written note, not a demo. The note is the framing step, written down, so the build that follows can be short. It is the same note as our Pick your ten: the ten Slack use cases that fit your work, what to build first and what to leave alone.

A keeper sorts signal flags into labelled boxes beside a lantern and logbook at a harbour signal tower at dawn
Sort the changes before you switch any on.

Related reading: Run the Work in Slack, Slack security, and Slack or Microsoft Teams.

Filed under

Slackslackbot skillsslack codeslack workflow builderslack listsslack ai features
Useful to someone on your team?

FAQ

Questions teams ask next

What do Salesforce approvals in Slack need?
Salesforce's release notes say Lightning Experience in Enterprise, Unlimited or Developer edition with Advanced Approvals or Flow Approval Processes. Your Slack workspace must be connected to Salesforce, a user needs the Connect Salesforce with Slack permission, and reviewers and submitters need Read access to the Approval Submission object. Then turn on two Approval Settings.
Can approvers add comments in Slack?
For flow-based approvals, Salesforce says reviewers can approve or reject and add comments in Slack. For Classic Approval Processes in Slack, Salesforce's help says users can respond only without comments, the actions are Approve and Reject only, and a notification shows up to four fields. Check which kind you run.
Are the new Slack features on for every workspace?
Slack says most updates roll out automatically, but some appear gradually depending on your subscription, region or admin settings, and some need admin permission. Slack also says some advanced features are limited to paid subscriptions. Check each feature in your own workspace before you plan around it.
Does Mindcat resell Slack?
No. Mindcat does not resell Slack, and your Slack contract is with Slack and Salesforce. We help teams decide which workflows belong in Slack, who owns each, and what to build first, from the process outward. The first read is a written note on the ten Slack use cases that fit your work.

Sources

  1. 01Slack: What's new (July and August 2026 feature drops)Accessed 08 Oct 2026
  2. 02Salesforce Help: Keep Approvals Moving in Slack (release notes)Accessed 08 Oct 2026
  3. 03Salesforce Help: Let Users Respond to Approvals Requests from Classic Approval Processes in SlackAccessed 08 Oct 2026
  4. 04Salesforce Help: Considerations for Classic Approval Processes in SlackAccessed 08 Oct 2026
Shivanath Devinarayanan, founder of Mindcat

Written by

Shivanath Devinarayanan

Founder, Mindcat Consulting · Salesforce MVP Hall of Fame

Runs 200+ agents in production. Reads every brief that comes in and signs the work that goes out.

About Shivanath

Run the Work in Slack · the written assessment

We work in real estate and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Real estate. Leads from portals and WhatsApp. Follow-up has no owner. An agent on a named process. A reviewer on the exceptions. From: /blog/slack-feature-drop-approvals.