> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notification steps

> Send Slack messages, create channels, and email your team from a workflow.

Notification steps keep your team in the loop: post to Slack, spin up a channel, or email
internal users when something happens in a workflow.

<Note>
  Add a step in the **Workflows** builder with **Add Node**. Slack steps need the Slack
  integration connected under **Settings → Integrations**. In a message field, type `{{` to
  insert data from an earlier step, or `@` to mention a person, group, or channel in Slack.
</Note>

## Send Slack message

Posts a message to a channel, to people as direct messages, or both.

| Field             | What it does              | How to use it                                                                                  |
| ----------------- | ------------------------- | ---------------------------------------------------------------------------------------------- |
| **Slack channel** | The channel to post to.   | Optional. Pick a channel, for example `#sales-alerts`.                                         |
| **Recipients**    | People to direct-message. | Optional. Pick mapped Default users or Slack user groups (a group expands to a DM per member). |
| **Message**       | The message to send.      | Write the message. You can `@` mention recipients and insert workflow data with `{{`.          |

Set at least one of **Slack channel** or **Recipients**. Messages over Slack's 4000-character
limit are shortened automatically.

## Send internal email

Emails people on your team.

<Warning>
  This step emails **internal Default users only**. It cannot email an external address such
  as a lead. To email a lead, use an outside system through the
  [Send to Webhook](/workflows/steps-actions) step or your sequencing tool.
</Warning>

| Field               | What it does                  | How to use it                                                        |
| ------------------- | ----------------------------- | -------------------------------------------------------------------- |
| **Recipients**      | The internal users to email.  | Pick one or more Default users.                                      |
| **Subject line**    | The email subject.            | Enter a subject, for example `New enterprise lead`.                  |
| **Message**         | The email body.               | Write the message; insert workflow data with `{{`.                   |
| **Action URL**      | A button link in the email.   | Optional. Enter a URL to link a call-to-action button.               |
| **CTA text**        | The button label.             | Optional. Defaults to **Open in Default** when an Action URL is set. |
| **Supporting text** | Extra text below the message. | Optional.                                                            |

## Create Slack channel

Creates a Slack channel, optionally posting a first message.

| Field                     | What it does                    | How to use it                                                                                                           |
| ------------------------- | ------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| **Channel Name**          | The channel to create.          | Enter a name; it is lowercased automatically. Insert data with `{{`, for example `deal-` plus the account name.         |
| **Description**           | The channel description.        | Optional, up to 250 characters.                                                                                         |
| **Topic**                 | The channel topic.              | Optional, up to 250 characters.                                                                                         |
| **Make Channel Private?** | Whether the channel is private. | Toggle on for a channel only invited members can see.                                                                   |
| **Message**               | A first message to post.        | Optional. Posted by the bot when the channel is created. You can `@` mention people and insert workflow data with `{{`. |

The new channel's ID and name are available to later steps, for example to add members.

## Add member to Slack channel

Adds people, bots, or guests to a channel.

| Field                | What it does                                      | How to use it                                                                                                                                                                                                                     |
| -------------------- | ------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Slack Channel**    | The channel to add to.                            | Pick a channel, or use one created earlier in the workflow.                                                                                                                                                                       |
| **Internal Members** | People inside your workspace to add.              | Pick mapped Default users, workspace Slack users, or a CRM owner (such as an account or CSM owner) resolved from an earlier match, create, or update step. Default converts a CRM owner to their mapped Slack user automatically. |
| **Slack bots**       | Apps or bots to add.                              | Optional. Pick installed Slack apps.                                                                                                                                                                                              |
| **External Members** | Guests outside your workspace to invite by email. | Optional. Type an email, or pick an email resolved from an earlier step (for example a CRM owner or a form field mapped to email). Each is invited as a guest member.                                                             |

Add at least one member, bot, or external email.

{/* verified against product:
   notification node labels + the internal-only email restriction
     → apps/default-api/.../workflows/registry/nodes/send-notification/{send-slack-message,send-email,create-slack-channel,add-member-to-slack-channel}.ts
   NOTE: send-email display label is "Send Internal Email"; heading kept as sentence case
     ("Send internal email") to match this page's existing convention.
   "Add Member to Slack Channel" heading matches display.label exactly (ADD_MEMBER_LABEL).
   Field label corrections verified against add-member-to-slack-channel.ts:
     - "Slack members" → "Internal Members" (key: members)
     - "External emails" → "External Members" (key: externalEmails), and the field is a
       combobox that accepts an upstream reference or a typed email (not literally "one
       email per line" as the prior draft said).
   `{{` vs `@` global correction confirmed via:
     - apps/default-api/.../workflows/registry/config.ts AI_PROMPT_INPUT_MODE placeholder
       "Type {{ to insert a data reference..."
     - create-slack-channel.ts field description "Insert data references with {{."
     - create-slack-channel.ts / send-slack-message.ts comments: the Message field supports
       Slack `@`-mentions (slackRecipientMentions: true) alongside the `{{` data-reference
       picker, so both triggers are real in Slack message/channel-creation-message fields.
   NOTE: registry-driven labels may false-flag in the lint. */}