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The Message step sends automated messages to specific recipients as part of your track. Use it for welcome notes, reminders, manager updates, team announcements, and more. Messages support Slack formatting and personalization with placeholders.

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⚙️ Configuration

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Message Content

Write your message using Slack’s rich text editor. You can use formatting like bold, italic, bullet points, links, and emojis.

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Placeholders

Personalize messages with dynamic placeholders. Click a chip below the message editor to insert one at the cursor, and it appears as a pill in the text.
{{cohortChannel}} becomes a clickable channel mention in Slack, or the plain channel name (like #cohort-channel) in an email step, since email can’t link a Slack channel. If the cohort has no onboarding channel, or one hasn’t been created yet, the reference is simply left out and the rest of the message sends as written, never a raw {{cohortChannel}} token or a dead link.
Example:

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Images

Put a picture inside the message itself: paste one from your clipboard, drag an image file onto the message, or use the image button in the formatting toolbar. It lands at your cursor, or wherever you drop it. Inserting one mid-sentence splits the text above and below the image.
  • Up to 10 images per message
  • PNG, JPG, GIF, or WebP, up to 25MB each
  • Alt text is taken from the filename; there’s no separate caption field
  • Renders full width, matching how Slack displays an image block; the editor caps its height so a tall image doesn’t take over the step
While an image is uploading, everyone else editing the track sees a loading placeholder in the same spot, and you can’t save or publish the track until every upload finishes — or you remove the image. A message step sent by email shows the image inline too.
Duplicating a track copies its images, so the copy is fully independent: deleting one track’s images never touches the other’s. Deleting a track deletes its images with it; archiving a track does not. An image that was part of a published version is kept even after you remove it from the draft, so editing the track doesn’t break a message that already went out.

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Attachments

Attach files to a message step separately from the body. Click Attach files below the message to add up to 10 files. Slack delivers them as a list of links straight after the message, rather than inside it. Give a file an optional description and Slack uses that as the link text, falling back to the filename; drag to reorder them. Links stay available for 30 days after the message is sent. Accepted file types: PDF, Word, Excel, PowerPoint, CSV, plain text, and images (PNG, JPG, GIF, WebP), up to 25MB each.
Use Images for a picture that belongs in the message itself, like a screenshot or diagram. Use Attachments for something the recipient needs to open or download, like a policy PDF or a spreadsheet.

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📍 Destination

Choose where the message will be sent:

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🙋 Posted by

Choose whose name and profile picture a channel message posts under:
Posted by appears only on steps that post to a Slack channel: a picked channel, or the cohort channel on a cohort track. It’s hidden for direct-message destinations (User, Manager, Mentor, and the rest) and for email, where carrying someone else’s name would mislead.
The message still carries Slack’s APP badge: this is Doozy posting under a chosen name and profile picture, not a message sent from that person’s own Slack account. Replies land in the channel as normal and don’t reach that person any differently, and their name on the message isn’t a link to their Slack profile.
Posted by never blocks delivery. The step still sends, as Doozy, when the workspace hasn’t granted the Slack permission, the chosen person has left or isn’t connected to Slack, their Slack display name is just their email address, they have no display name or profile picture, or a role doesn’t resolve to anyone. Workspaces connected before Doozy added this feature can’t use Posted by yet: the control is shown but disabled, with a warning icon beside it. Admins can click that icon to update Slack, which enables it. See Slack permissions.
Test runs deliver every step to you as a DM, so they always come from Doozy. The test message names who a live run would post as: “In a live run, this step would be posted by the user’s manager.”

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⏰ Schedule Settings

Control when the message is sent:
  • Immediate: Leave blank to send when the step is triggered
  • Scheduled: Select a specific time (e.g., 9:00 AM), based on recipient’s timezone

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⭐ Best Practices

  1. Start with a greeting: Use {{user}} to personalize
  2. Be concise: Get to the point; respect people’s time
  3. Bold action items: Make it clear what they need to do
  4. Add warmth: Emojis help automated messages feel human
  5. End with next steps: Tell them what to expect
See Track Examples for complete track templates using messages.

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🎯 Common Use Cases

  • Onboarding Welcome: Greet new team members on day 1
  • Manager Updates: Keep managers informed about their reports’ progress
  • Milestone Celebrations: Celebrate 30, 60, 90-day completions
  • Team Announcements: Announce new hires to channels
  • Pre-Survey Context: Explain why a survey is coming

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🔗 Related Steps