RelayNotice
A reply arrives, a meeting ends, a renewal approaches, a record changes, or a schedule begins the job.
How Relay works
From something happening to something getting done.
Relay notices the moments that create work, prepares the next step with the right context, asks when judgment matters, and completes the action within the boundaries you set.
Keep your CRMStart with one jobApprove what matters
Prepare
Relay gathers the connected context, follows your instructions, and creates the next best action.
Ask
When the action needs judgment, Relay shows the source, consequence, and exact change before proceeding.
Execute
Approved or policy-safe work completes across the connected system, browser, or paired desktop.
Record
The result, failure, provider response, and recovery path return to one activity history.
One customer moment
A meeting can become finished work without becoming a scavenger hunt.
Relay keeps the transcript, notes, customer record, message draft, approval decision, and completed actions connected from beginning to end.
Explore Meeting IntelligenceRenewal follow-throughAcme Labs · Completed
✓- 1Meeting endedTranscript and notes attached
- 2Follow-up preparedEmail, quote, and two CRM changes
- 3Chris approvedExact action reviewed at 2:45 PM
- 4Work completedEmail sent, CRM updated, task assigned
Your first workflow
You bring the job. Relay helps define the boundary.
A useful first workflow has a recognizable trigger, a repeatable result, a small set of connected systems, and a clear moment where a person should decide.
Show Relay one real example of the work.
Choose what Relay prepares and what it may complete.
Run a controlled test and review the activity history.
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.