What is Relay?
Relay is a workflow automation platform that lets users build custom AI agents and automations to manage tasks across apps. Users can create automated workflows triggered by events like a new email, calendar invite, or CRM update. Relay enables instant actions, data processing, or human approvals. It is used to simplify repetitive tasks, improve data workflows, and create AI-driven processes without writing code. The workflow automation platform supports a wide range of triggers, AI models, and integrations.
Relay Features
- AI agent creation – Build AI agents with custom skills and improve performance over time with feedback.
- Instant triggers – Start automations immediately when a trigger event happens in another app.
- Batch processing – Run workflows in bulk for multiple items like spreadsheet rows or open tickets.
- Flow branching – Route workflows based on conditions, AI input, or manual decisions.
- Live data syncing – Always use the most current data in workflows, without refetching.
- Linked object browsing – Access and automate data linked to selected objects like CRM contacts or companies.
- Human-in-the-loop steps – Add approvals, manual tasks, and path selections for flexible automation.
- Webhooks – Trigger workflows or wait for incoming data using HTTP requests.
- Custom HTTP requests – Send data or make API calls to external services from within workflows.
- AI-powered actions – Summarize, extract, or generate content using AI models like GPT, Claude, or Gemini.
- Mini AI agents – Create AI agents that trigger actions autonomously for tasks like lead research or support.
- Iterators – Perform actions for each item in a list, such as adding multiple guests to a CRM.
- Wait steps – Delay workflow actions based on time or rule-based triggers.
- Workflow linking – Start additional workflows at the end of a process to chain automations.
- Role-based actions – Assign tasks to dynamic user roles across workflow runs.
- Collaboration tools – Use shared workspaces, permission controls, and live editing.
- Workflow documentation – Add headers, folders, and notes for clarity and organization.
- Activity logs – View automation history, run outputs, and edit history.
Real-world applications
Marketing teams may use Relay to automate social media content creation with AI. When a new YouTube video is published, Relay can generate promotional posts for LinkedIn, X, and Bluesky using AI prompts, and publish them instantly. This reduces manual work and keeps brand messaging consistent.
Sales professionals can automate lead research workflows by creating agents that scan LinkedIn profiles and company websites. These agents can enrich CRM entries, qualify demo requests, and keep track of prospect activity, saving hours of research time while maintaining accurate sales data.
Recruiters might use Relay’s workflow automation to build resume review systems. With built-in AI, Relay can score applicants based on resume content, extract key details, and send summarized feedback to hiring teams. Manual steps can be added to collect human decisions for final shortlists.
Customer support teams can create AI support agents that detect ticket updates and trigger appropriate responses. Relay enables workflows that wait for an email reply, update CRM records, and send follow-ups only if a support issue remains unresolved after a set period.
