The workflow library
Find your next
better handoff.
Practical recipes for sales, support and operations. Start with a familiar task, then make the process your own.
All workflows
Sales
Give every demo request an owner
Turn an incoming inquiry into a reviewed sales handoff.
Support
Bring urgent support into focus
Classify incoming tickets and route exceptions to a teammate.
Operations
Make the first handoff feel personal
Create an onboarding checklist when a deal becomes a customer.
Marketing
Move a draft through approval
Keep editorial review and publishing responsibilities clear.
Sales
Prepare for the next renewal
Bring account context together before the renewal conversation.
Operations
Trade scattered updates for one digest
Collect approved project updates into a readable weekly summary.
Sales
Connect partners with the right person
Separate partnership inquiries from the sales inbox.
Support
Turn feedback into a follow-up
Link customer feedback to a tracked product decision.
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 ↗