Getting Started

Quick Start Guide

Get your first riogentix workflow running in under 10 minutes.

Prerequisites

Before you begin, make sure you have:

• A riogentix account (invite link from your admin, or sign up at riogentix.com)
• Access to your team workspace
• Credentials for at least one external service you want to connect

Step 1 — Log In to Your Workspace

1. Open your workspace URL: https://<your-tenant>.riogentix.com
2. Enter your email and password on the riogentix login page (or use SSO if configured)
3. On first login, you may be asked to set up MFA — follow the on-screen prompts

Tip: If you forgot your password, click Forgot Password on the login screen. A reset link will be sent to your registered email.

Step 2 — Explore the Dashboard

After login, you land on the Dashboard:

• Workflows — your saved automations
• Executions — live and historical run logs
• Credentials — securely stored API keys & OAuth tokens
• Workspaces — switch between team environments
• Settings — tenant configuration

Step 3 — Create a New Workflow

1. Click + New Workflow in the top-right corner
2. Give your workflow a descriptive name (e.g. *Customer Welcome Email*)
3. The Canvas opens — this is your visual builder

Step 4 — Add Your First Node

1. Click anywhere on the canvas to open the Node Picker
2. Search for a trigger — try Webhook or Schedule
3. Click the node to add it to the canvas
4. Configure it in the right-hand Properties Panel

Step 5 — Connect a Second Node

1. Hover over your first node — a + connector appears
2. Click it to open the Node Picker again
3. Add an action node (e.g. HTTP Request, Send Email, or an AI Agent)
4. Map input fields from the previous node using {{ $json.fieldName }} syntax

Step 6 — Test and Save

1. Click Test Workflow to run a single execution
2. Inspect the output of each node in the Execution Inspector
3. Fix any errors, then click Save
4. Toggle Active to start the workflow on live data

Congratulations — you have a running automation! Next, learn how to [Create Your First Workflow](/docs/first-workflow) with a real-world example.