Most teams start with a vague idea that AI could help with “stuff in Slack.” That is not a plan. The teams that get real value pick specific workflows, test them, and expand from there.
These are five workflows that work well with an AI assistant in Slack. Not hypothetical. These are the patterns we see teams actually using with Palfred day after day.
Answering repeat questions from team docs
Every team has a set of questions that come up over and over. What is our refund policy? Where is the brand guide? How do I request PTO?
Someone asks in a channel. Someone else digs through Notion or Google Drive to find the answer. Fifteen minutes later, the same answer that was given last month gets typed out again.
With Palfred, you mention @Palfred with the question and it pulls the answer from your connected docs. The answer shows up in the thread where everyone can see it. Next time someone searches for the same thing, the thread is already there.
Summarizing long threads
Slack threads get long. A 40-message standup thread, a product debate that spans two days, an incident channel with 80 updates. Nobody is reading all of that.
Ask @Palfred to summarize the thread. You get the key decisions, open questions, and action items in a few sentences. Leadership can stay in the loop without reading every message. New people joining the channel can catch up in seconds.
Drafting customer-facing updates
Your support team resolves an issue internally. Now someone has to write the customer update. It is usually the same person, and it takes longer than it should because they are translating internal shorthand into something a customer should actually read.
Ask @Palfred to draft a customer update based on the thread. The draft lands right in Slack where the team can review and adjust before sending. The whole loop stays in one place.
@Palfred where's the onboarding checklist? Starting week two and want to make sure I haven't missed anything
Found it in Confluence — here's your checklist:
✓ Dev environment setup (Day 1)
✓ Security training (Day 2)
✓ Meet your onboarding buddy (Week 1)
○ Shadow a team lead (Week 2)
○ Complete first project (Week 2)
You're right on track. I've taken the liberty of checking — your team lead has Thursday afternoon open for a shadow session. Would you like me to book it?
@Palfred send the product update email to the Q1 launch segment
Ready to send. I've pulled the segment from HubSpot — just need your go-ahead:
Good morning. I've noticed something worth your attention on the Acme Corp account:
I've drafted a check-in email for their account manager. Would you like to review it before I send?
good catch — send it. Also loop in @james before the renewal call
@Palfred what are users asking for most right now?
I've reviewed Intercom conversations and matched them against your Linear roadmap:
1. CSV export for reports · 34 mentions
● On roadmap — Sprint 14
2. Slack notifications for form submissions · 21 mentions
⚠ Not on roadmap
3. Team-level permissions · 18 mentions
● On roadmap — Q2
If it helps, I can put together a one-pager for the next prioritization meeting.
@Palfred we're getting a spike in tickets about the export feature — what's going on?
Checked Zendesk — 12 tickets in the last 6 hours about CSV exports timing out.
I can have a Jira issue raised and the on-call engineer notified in a moment.
Pulling context from connected tools
A sales rep is in a Slack channel and needs the status of a deal in Salesforce. An engineer wants to check if a bug was already filed in Linear. A support lead wants to see open tickets in Zendesk.
Instead of switching to another app, searching, and copying the information back, you ask @Palfred. It pulls the data from the connected integration and drops it into the conversation. The context stays where the decision is being made.
Triaging support requests
Support channels move fast. Messages come in, some are urgent, some are questions that have been answered before, and sorting through them takes time every single day.
An AI assistant can help by surfacing relevant documentation and drafting first responses. The support team still reviews and sends everything, but the triage step that used to take minutes per message now takes seconds.
None of these workflows are complicated. That is the point. The value comes from doing simple things faster, in the place where your team already works. Start with one workflow and one team. You will know within a week whether it sticks.