All workflows ↗
Connect partners with the right person
Separate partnership inquiries from the sales inbox.
Sales
Separate partnership inquiries from the sales inbox.
This recipe is an illustrative planning example. Configure and test the actual connections in your automation product before using it with real requests.
STARTS WHEN
A partnership inquiry arrives
FINISHES WITH
An assigned inquiry with a reviewed first-response draft.
Before you begin
Explicit partnership categories, a fallback owner and a contact source.
Follow the handoff
Ask for the essentials
Capture partnership type, organization and a short proposal.
Route by purpose
Use explicit categories to select the responsible team. Keep an other category with a real owner.
Confirm the handoff
Record the assignment and let a teammate review the first response.
Talk through this workflow ↗
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 ↗