We are thrilled to welcome you to the beta version of our Workflow Builder! Here's a guide to help you get started and maximize your experience with this innovative product.
How to Access Workflow Builder
- Desktop Application: Workflow Builder is available under the "Workflows" tab in the RingCentral desktop app.
- Web Application: You can also access Workflow Builder via the web-version of our desktop application at https://app.ringcentral.com/workflows.
If you don't see the Workflows tab, please try the following:
- Ensure you have signed up for the beta so we can enable it for your account.
- If you've signed up and received a welcome email, you might need to quit and restart the RingCentral desktop app.
- The Workflows tab may also reside under the "More" tab. Customize your tabs if you want the Workflows tab to be visible at all times.
For Automator Users
- Migrating Automations: You can easily transition your existing automations to Workflow Builder by exporting them in Automator and importing them into Workflow Builder.
- When Workflow Builder officially launches, we will automatically migrate all of your existing Automator automations for you.
- Your current Automator automations will continue to operate. Be mindful when creating workflows that duplicate existing Automator functionalities you have implemented.
Important Information
- Documentation may still refer to "Automator," but it is relevant to Workflow Builder as well. We will update the documentation for Workflow Builder in the coming weeks.
- You might encounter bugs or other issues while using Workflow Builder. Please report any problems via the Workflow Builder Community so that we can assist you and improve the product.
Thank you for participating in the beta. We look forward to having you as a valuable member of the community and working together to make Workflow Builder an exceptional product!
If you have any questions or need assistance, please feel free to comment on this post.