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Community Webinar�Unleashing the power of Workflow Builder �with Byrne Reese

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Agenda

What is Workflow Builder?

What can it do for me?

The future of Workflow Builder

Q&A

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Meet Our Expert

Byrne Reese

Group Product Manager, Platform

My likes:

Innovation
Builders and makers
Hiking
Beer gardens
Fried chicken sandwiches
My dog

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Workflow Builder began its journey as a �RingCentral Labs project called Automator

Within a couple of months we knew we were onto something…

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“Using RingCentral’s SMS text automations means we can respond to most of the typical customer questions we receive throughout the day – like how to sign up for a training session – in just a few seconds, with helpful answers. That has made a huge improvement both for our customer experience and for our business’s bottom line.”

– Dan Alexander, Owner and Instructor

Saving Lives Society

50%

increase in customer sessions booked since implementation

80%

reduction in time spent manually answering customers’ questions

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Workflow Builder is a no-code solution that enables customers to quickly implement common workflows

Much of Automator’s success is the result of workflow templates, making workflows easy to understand and setup.

Templates make common workflows accessible to everyone

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Workflow Builder empowers everyone to automate repetitive tasks easily using a low-code designer

Workflow Builder’s full potential is unlocked through custom workflows that can be tailored to exact needs.

A visual, drag-and-drop interface means anyone can build a workflow from scratch.

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Administrators have access to exclusive workflow management capabilities

Empowering administrators with tools to efficiently oversee company-wide workflows and support team operations.

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Workflows are easily exported and shared with others in your company and across the community

Learn from and contribute to an active community of users sharing workflows and recipes to help you automate any task

Users can easily export and share workflows with each other

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Workflow Builder will power features across the RingCentral ecosystem

In the months and years to come Workflow Builder will be used to deliver features like SMS auto-replies, system notifications, AI automations and more.

Workflow Builder is a platform in-and-of itself

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Workflow Builder’s full potential is unlocked through custom workflows that can be tailored to exact needs.

Workflow Builder’s early focus on SMS automation resulted in robust auto-reply workflow solutions

Out-of-office SMS auto-replies�Turn on/off auto-replies when you are on vacation

After hours SMS auto-replies�Let customers know you received their message, even if received outside work hours

SMS auto-replies based on keywords�Reply to messages based on message content

Automatically send SMS for a missed call�Let people who call you know you will call them back

Automatically send SMS for DnD�Respond to SMS messages based on your current status

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New templates will soon expand Workflow Builder’s turn-key solutions

Blanket SMS auto-reply

Reply to all incoming SMS with a simple auto-reply

Send weekly �team reminders

On a weekly basis, send a reminder to a chat to perform some action

Fax sent �notification

Inform a receptionist when a fax is sent successfully

Fax received notification

Post to a chat whenever a fax is received by the company

Call summary notifications

Send call summaries to a chat for greater transparency

“Where are you located” auto-reply

Send a link to your company’s office when someone asks for directions

Team �birthdays

Send a TBD message to someone every year on their birthday

Create tasks �from AI notes

Alert a team if certain keywords are mentioned in a phone call

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2025 is going �to be a big year

Workflow Builder Sneak Peak

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Workflows can be scheduled to run in the future, or on recurring basis.

USE CASES

Team reminders: weekly reports, submit expenses
Birthday announcements, work anniversaries
Nightly call log downloads

Scheduled triggers will enable workflows to be run on a recurring basis

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Incoming webhook triggers will let external systems trigger workflows

The webhook payload will be parsed and be made available to the workflow.

USE CASES

Appointment reminders
Zapier and IPaaS integrations
CRM integrations

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Workflows can take action off of AI artifacts.

USE CASES

Convert AI action items into tasks
Setup keyword alerts from transcripts
Send call summaries to a team

RingSense triggers will enable workflows based on call summaries and transcripts

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New triggers and actions will create new automation and interaction possibilities

USE CASES

Wait until business hours before sending a response
Add a delay to give appearance of a human response
Post a faxed PDF to a team when a fax is received
Let someone know when a fax failed to send properly

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LiquidJS support will supercharge your messages with customizable content

LiquidJS is a templating language for advanced text formatting and manipulation

String substitution
Looping constructs
If statements + other conditionals
Simple math
Date formatters
And much more

Message text

{% if message contains "help" %}

If you are in need of immediate assistance, please call 911.

{% else %}

Thank you for contacting us...

{% endif %}

{ }

Tips: type “#” to insert variables directly

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AI is going to expand �the possible of �Workflow Builder

Conversations can be automated with AI that can detect intent

Automate faster with �an AI assistant that generates workflows �for you

Use cases will expand dramatically with AI-generated actions �for 3rd-party APIs

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Confidential

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Learn about App Connect

SIGN-UP FOR OUR NEXT WEBINAR – APRIL 10, 2025

App Connect is a CRM integration framework that helps companies connect their line of business systems to RingCentral.

App Connect currently supports:

Coming soon:

and more…

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Documentation and Links

Workflow Builder�Documentation�https://ringcentral.github.io/ringcentral-automator-docs/

RingCentral Community�Website�https://community.ringcentral.com/�https://community.ringcentral.com/groups/workflow-builder-23�Email�community.support@ringcentral.com�Ideas Portal�https://ideas.ringcentral.com/��RingCentral University�https://university.ringcentral.com��Technical Support�Contact Number USA: 1 (888) 898-4591, Option 3�Full Number List: https://support.ringcentral.com/contact-numbers.html�Support Site: https://support.ringcentral.com

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Thank you!

Stay tuned for upcoming webinars and updates by visiting the RingCentral Community at: https://community.ringcentral.com

�Or contact us via email at: community.support@ringcentral.com

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Getting started with Workflow Builder