RelayMeetings create work.
Relay captures the decision, prepares the follow-up, updates the right records, and creates the next task.
Executing AI for real work
AI that does the work, not just the talking.
Relay works across your inbox, calendar, meetings, browser, Slack, and CRM. It handles routine work, prepares the important work, and asks before anything consequential.
Keep your CRMStart smallApprove what matters
Relay BriefingThursday · 8:42 AM
Good morning, Chris
Three decisions need you. Fourteen items moved.
Relay separated completed work, prepared work, and the actions that need your judgment.
✓
Done · NorthstarReply received. Follow-up paused.Gmail + workflow policy
Receipt02
Prepared · VelaTuesday's renewal brief is readyCalendar + meetings + usage
03
Approval · Acme LabsSend revised terms and update two CRM fieldsMeeting + Gmail + HubSpot
✓
Completed14 items · activity saved
◉
Meeting endedFollow-through prepared
Works with the tools you already use
Google Workspace
Microsoft 365 + Teams
HubSpot✣SlackzZoom
Google WorkspaceMicrosoft 365 + TeamsHubSpot✣SlackzZoomThe work between the tools
The meeting ends. The follow-up begins. Then the day gets in the way.
Customer promises live in meeting notes. Next steps wait in inboxes. CRM records fall behind because no single tool owns what happens next.
Your inbox changes the plan.
When a customer replies, Relay pauses the sequence, updates the context, and routes the next step.
Important actions wait for you.
Review the exact message, record change, purchase, or publication before Relay acts.
The Relay loop
From signal to finished work.
Click through one customer moment to see how Relay turns scattered context into accountable execution.
Signal detected
The renewal call ended.
Relay Listener keeps the transcript, your notes, calendar context, and CRM history separate, then identifies the work the conversation created.
Listener · 2:42 PMRenewal call completed
Evidence readyCustomer signal
“If we can add the analytics package, we’re ready to renew for another year.”
Transcript · 41:08 · Speaker: Maya ChenGmailRenewal follow-up
DraftHi Maya, thanks for the clear direction today. I have included the analytics package and updated renewal terms...
CRM adapterUpdate renewal
PreparedARR$84K → $102K
Next stepSend revised terms
Approval requiredSend 1 email and update 2 CRM fields?
✓ Email sent✓ CRM updated✓ Task created
Receipt
RLY-84A1-77C23 actions · Chris Barcus · 2:46 PMNo nodes. No canvases. No automation project.
Explain the job once. Relay turns it into a controlled workflow.
Describe what starts the work, what a good result looks like, which tools are involved, and when Relay should ask. It creates a draft you can inspect and test before anything runs.
- 01Show it a real exampleUse work your team already knows.
- 02Choose the approval boundaryDecide what can run and what must wait.
- 03Test and expand trustReview the result before giving Relay more room.
Teach RelayDesigning a workflow · draft only
Ask firstI will gather the renewal record, recent meetings, open commitments, billing issues, and account owner. Should I prepare the brief automatically and ask before creating follow-up tasks?
Draft workflowUpcoming renewal → gather evidence → rank risk → prepare brief → request task approval
5 sources 1 approval boundary Activity saved
Autonomy that earns trust
You decide what Relay can do alone.
Start with recommendations. Move repeatable work into preparation or execution only after the results prove the boundary is right.
Recommend
Relay suggests the next step and shows its reasoning.
Human-ledPrepare
Relay creates the draft or action for your review.
Review firstAct and notify
Relay completes an approved class of work and tells you what happened.
Visible executionAct automatically
Relay handles routine work within the limits you define.
Bounded autonomyConsequential actions can always wait.
External messages, publishing, purchases, deletion, and sensitive changes can require approval with the exact action and source visible.
See the approval flow →Your CRM, your choice
Keep the CRM you have. Or start with ours.
Relay connects to the customer system your team already uses. For smaller businesses without one, Relay Revenue adds a simple native CRM inside the same workspace.
- 01Start without a migrationConnect only what the first workflow needs.
- 02Use the same approval modelPrepared changes wait no matter which CRM holds the record.
- 03Add Relay Revenue only if it helpsCompanies, deals, subscriptions, renewals, and customer work stay together.
Relayexecuting AI
HHubSpotOAuth readySSalesforceContract readyRelay RevenueOptional Relay CRM
✓
One approval experiencePrepared changes and completed work stay visible.
Start small
What is the first job you want off your plate?
Connect only the tools that job needs. Set the approval boundary. See the result before expanding.