Configure a workflows channel

Before you can design a workflow, you need to configure a workflows channel. Channels let you dispatch actions or messages to your users.

To create a new channel, go to workflows > Channels tab > click + New channel, and select the channel you want to configure:

• Email
• Slack
• Twilio

Email is the default workflows channel in PostHog.

You can use it to send drip campaigns, transactional messages, or announcements directly from the workflow builder.

To configure the channel, you need to provide the following details:

• Enter your from name (e.g. PostHog Team).
• Enter your from email (e.g. team@yourdomain.com).

This is the address that recipients will see in their inbox.

To maximize deliverability and avoid spam folders, you must verify your domain.

1. After adding your email address, PostHog shows DNS records for SPF and DKIM.
2. Copy these into your domain host (e.g. Cloudflare, GoDaddy).
3. Verification may take a few minutes to propagate.

Once verified, you'll see a green check mark in your settings.

If you plan to send email messages, you can create a template to reuse across your workflows. If you only plan to send Slack and SMS messages, you do not need to create a template.

Navigate to Workflows > Library tab > click New template.

• Give your template a name.
• Write your subject line and body content (HTML and text versions are supported).
• Use variables like {{ person.name }} to personalize your message. See the template builder documentation for more information on available variables.

Save your template — you'll be able to select it later when you design a workflow.

You'll still be able to edit the message directly in the workflow builder.

Once your channel is created, you can use it in a workflow to deliver messages to your users.