The meeting ends. Relay handles the follow-through.

Capture what was said, connect it to the right customer, prepare the next steps, and keep every commitment from disappearing into notes.

Start with one workflow See Relay handle a follow-up ↓

Keep your CRMStart with one jobApprove what matters

Before the meeting

Prepare a brief from the calendar event, customer history, open work, recent messages, and the next decision.

During the meeting

Use visible recording controls and preserve transcript timestamps, participants, notes, and source context.

After the meeting

Prepare the recap, CRM changes, tasks, and next actions, then ask before anything leaves Relay.

The useful part

A summary is not the finish line.

Listener keeps transcripts, personal notes, CRM facts, and Relay recommendations distinct. That source trail lets the next action carry the evidence behind it.

✓Visible, ask-first meeting capture
✓Timestamped evidence and participant context
✓Prepared follow-up tied to the correct customer record

Start with one workflow See connected tools

Relay meeting intelligence and sourced customer activity

Real workflows

See the trigger, action, boundary, and result.

Relay is easiest to understand through the complete job, not a list of features.

Sales call follow-through

Trigger: A prospect meeting ends.
Relay: Extract commitments, draft the recap, prepare deal updates, and create the next task.
Approval: Ask before the email is sent or commercial fields change.
Result: The follow-up and CRM record tell the same story.

Customer commitment tracking

Trigger: A customer promise or team commitment is detected.
Relay: Connect the source timestamp, owner, due date, and related customer work.
Approval: Ask when ownership or a customer-facing promise is ambiguous.
Result: Every commitment has an owner, source, and next step.

Renewal signal capture

Trigger: A renewal, risk, or expansion topic appears in a meeting.
Relay: Update the renewal brief and prepare the appropriate task or record change.
Approval: Commercial changes remain prepared until approved.
Result: The account plan reflects what the customer actually said.

A controlled first week

Start with one job. Earn the next one.

Choose one recurring job and a real example.

Connect only the systems that job needs.

Set the approval boundary and run a controlled test.

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.

Start with one workflow Talk to a human