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A recent webinar with Byrne Reese showcased Workflow Builder and we wanted to share a quick intro with all the information you need to use the tool to streamline processes and boost productivity as the product rolls out to more RingCentral customers.


What is Workflow Builder?

Workflow Builder is an automation tool that helps RingCentral Admins & end users save time and get more done. It provides a number of turn-key solutions to common automatable tasks, as well as enabling users to build custom workflows that cater to a company’s more unique requirements—all without needing to code.
 

You read that right: it’s all the power of automation with NO CODING KNOWLEDGE required!

 

Workflow Builder is a great tool to:

  • Automate notifications of key communications, e.g. SMS, fax, or phone calls.
  • Scheduling team reminders
  • Automate SMS messages, like out-of-office and other auto-replies

 

Watch this overview of the features and benefits of Workflow Builder:

 


Get Started

To help you get going with Workflow Builder, we'd like to invite you to join us in the Workflow Builder community! Get guides on how to utilize Workflow Builder based on a variety of use cases, the latest updates, and connect with the community to share best practices.

 

Join us here: https://community.ringcentral.com/groups/workflow-builder-23

We’ve compiled a list of links that will help in your journey:

 

Missed Byrne’s webinar, or want to review it again? 

 

The future of Workflow Builder is bright, and our vision is a tool that will let RingCentral customers automate just about any task. What would you like to automate? Let us know in the comments!

 

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