BUILT AROUND THE HANDOFF
Move the work. Keep the judgment.
Follow one request from its first signal to an owned next step. Try the flow. Make the call.
Find your workflow ↗
A sample website inquiry enters the workflow. No real request is sent.
Ready when you are.
A handoff is more than a notification.
01
Carry the context.
The original request, the customer record and the reason for the handoff belong together. Make the next step understandable without another round of messages.
02
Make the pause useful.
Give the reviewer a proposed owner and a clear decision. Keep incomplete or unexpected requests visible so a person can resolve them.
03
Finish with an owner.
A workflow ends with responsibility, not just an alert. Define who receives the outcome, where it lives and what should happen next.
A LITTLE CLARITY
Good questions. Clear next steps.
A few useful answers before you connect the dots.
Explore the guides ↗
Start with one repeatable handoff: a demo inquiry, a support escalation or a new customer checklist. Define the trigger, the owner and what a successful next step looks like before adding more branches.
Place a review before an action that needs judgment. In the interactive example, the run pauses at the approval step and continues only when you choose Approve handoff.
Give incomplete records a clear exception path. Ask for the missing context or route the item to a person; do not let a confident-looking automation invent an answer.
Design around the tools your team already uses. The integration directory shows example roles for a CRM, helpdesk, team workspace and data source. Actual connections depend on your automation service and its permissions.
Use representative sample data, include an incomplete request, check who can approve and inspect the final destination. Begin with a small scope before enabling real actions.
No. Relay is a fictional product demonstration. The interactive scenes run locally, the examples do not connect to external accounts, and no requests are sent by the workflow simulator.
Good work.
Keep it moving.
Find your next workflow ↗
Relay is a fictional automation product. Workflows and integrations are illustrative; no real actions run in this demo.
A template by ErinTech Labs ↗