Save CSMs time, ensure consistent quality, and uplevel your team’s operations.

Empower your customer success team with Relay

Automate setup tasks with the right data from your CRM, easily add a personalized touch to key customer interactions, and streamline the handoff from Sales to CS.

Onboard new customers faster

Kick off the renewal process at the right time with the right data. Create templated materials automatically–decks, emails, meeting invitations. Keep the process on track with assisted followups.

Close more renewals sooner

Automatically create the right materials–decks, emails, meeting invitations–at the right time. Follow up quickly on action items. Run your playbook consistently, quarter after quarter.

Run more efficient QBRs

See how customer onboarding is easier with Relay

Relay can help across the whole CS life cycle

Onboard new customers

Onboarding

Renew customer contracts

Renewals

Plan and run QBRs

QBRs

Expand customer engagements

Expansions

Set up a process for handling pricing changes

Pricing changes

Set up a process for handling customer escalations

Escalations

Set up a process for handling usage issues

Usage issues

Set up a process for handling support tickets

Support issues

Upsell customer enagements

Upsells

Integrated with your team’s tools

Our team can help you set up your first Customer Success playbook.

Customer success

Relay applied to Customer success

Do you have dozens of awesome candidates begging to join your company? If so, awesome! If not, you’re going to need to put a lot of effort into outreach to find your perfect candidates. While it seems simple to just “write an outreach email,” it can be a lot of work to do it right.

Candidate outreach

Create a Relay playbook for “Candidate Outreach.”

Set the playbook to trigger whenever you add a new candidate you want to contact (commonly via Google Sheets, Notion, Airtable, or your ATS).

Set up an outreach section of your playbook that sends them a sequence of messages over email (if you have their email) or LinkedIn (if you don’t).

In each outreach message, make sure review is required so you can personalize each message before it gets sent.

Track all of your outreach in your Relay dashboard and see which candidates you need to nudge.

If the candidate is ready to talk, move forward to your interview Relay playbook.

Add a status variable in Relay so you can track the candidate's status. If the candidate isn't ready to move forward, update their status to “Keep Warm,” set a date for when you want to reach out next, and add any notes you want to keep in mind–use a Relay form to easily fill all this out via Slack and export the information to your tracking system automatically.

Step-by-step guide

How to use Relay to manage candidate outreach

Candidate Outreach

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Collaboratively build playbooks to automate and assist your team's repeated workflows.

Automated playbooks that put people at the center

Automation made simple

Relay makes complex, collaborative workflows feel effortless. Onboard customers, welcome new hires, and plan successful launches. Relay makes it easy to keep your team involved in workflows that need a human touch.

Spend less time on routine tasks so you can focus on what matters. With Relay’s rich integration library, you can automate flows across the tools you already use.

Automate your busy work

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It's a fact of business that team members sometimes need to move on to new things. When it happens, it's important to handle all of the logistics carefully to ensure the transition goes smoothly. But it can be hard to remember exactly what those offboarding steps are so that they can be done in a timely manner. Relay can help you check each thing off the list on time so your team can keep moving.

Offboarding employees

Create a playbook for “Employee Offboarding” and assign a role for each team member with responsibilities in the process.

Assign a section of knowledge transfer tasks to the offboarding employee to summarize their work and transfer ownership of data, events, and assets. Add due dates before their last day.

Confirm the final payroll and benefit details. Make sure outstanding hours have been paid and stock has vested.

Remove all of their software accounts like Google, Gusto, Vanta, Figma, Github, Notion, and anything else your organization and their team uses.

Conduct an exit interview. Set up the interview, remind the employee of the offboarding requirements, ask final questions, or make requests. If you want, you can automatically create a copy of a template Google Doc for this conversation.

How to use Relay to manage offboarding employees

Offboarding Employees

Interviewing a candidate sounds like one simple step: Hop on Zoom and conduct the interview. But it’s more than that. You need to coordinate a time to meet, prepare questions, conduct the interview, compile notes for your hiring committee, and follow up... for each interview conducted by a team member with the candidate. It’s hard to keep track of these steps for one candidate, and exponentially more for dozens. It’s an extensive process, but luckily Relay can help you be organized end to end.

Interviewing candidates

Create a Relay playbook for the “Interview Process.” Set it to trigger automatically whenever you have a new candidate beginning the interview process (commonly through Google Sheets, Notion, Airtable, or your ATS).

Make a section for the initial screen. During this phase, you'll pull together all of the information to conduct the first interview.

Designate someone to fill in basic information about the candidate, which you can do using a connected Google Form.

Set up an automation to have the candidate’s information added to your recruiting spreadsheet.

Write a role expectations document for the role, or create a copy of a template doc if you already have one. Autopopulate the candidate's information in this template.

Create a copy of an interview notes document template for interviewers using a Google Docs or Notion automation.

Autopopulate the notes document with the candidate’s name, email, and LinkedIn profile using {{placeholders}} tags and the fill-in-placeholder automation.

Assign a task to review the candidate’s resume and add notes to the right notes document.

Send an email to schedule the meeting. You can set up an email template that pulls the values of variables like their name from your previously created form or document. Then ensure review is required to the assignee can ensure the information is correct before the automated email goes out.

After the initial screen, determine if you are moving them to a full interview. You can capture this yes-or-no response in a simple form that is automatically sent, which will trigger the next section if the answer is yes.

Make a section for the full interview series.

Send an email connecting each team member who will interview the candidate to the candidate. You can assign who these people are in Relay. The email will populate with your pre-existing variables like the candidate's first or full name.

Automatically send each team member the notes doc you created in the previous step and remind them to use it for notetaking purposes.

Conduct the interviews. Decide if the candidate should move forward to the next steps. Capture this in a form that automatically triggers the next phase if they will be moving forward, or a polite personalized decline email.

Create a section for any further steps in your process.

Perhaps you want the candidate to provide a sample of their work.

Whatever these steps may be, you can create a section to manage the steps in Relay!

If the answer is not to hire, you can trigger a polite, personalizable rejection email to be sent.

If the answer is hire, move onto your Relay process for closing the candidate!

How to use Relay to manage interviewing candidates

Interviewing Candidates

Save time, ensure consistent quality, and uplevel operations with Relay, a collaborative workflow automation tool.

Supercharge your company's operations with Relay

Use Relay to stay on top of critical processes with your customers through the entire lifecycle. Make playbooks for sales outreach, customer onboarding, customer engagement, and more.

Manage the customer lifecycle

Your people are your most important asset. Use Relay to keep team ops running smoothly. Create playbooks for recruiting, employee onboarding, performance reviews, and more. 

Stay on top of HR processes

Make sure your business critical functions keep moving forward. Manage product development cycles, stay on top of bookkeeping, facilitate investor and team updates, and more with Relay.

Keep product dev and biz ops moving

See how the Relay founding team uses Relay

Relay can help across your entire business

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Build a Relay for any key process

And more...

Get started for free and create playbooks for your business's most important workflows.

Relay for Founders

Automate your workflow with Relay and the help of Slack

Slack + Relay.app

Get notified in Slack about tasks assigned to you. Mark them as done right from Slack.

Complete tasks from Slack

Some automated messages benefit from a personal touch. Get notified about reviewing, editing, and approving automated messages before they get sent.

Personalize automated messages

Collect information easily with Relay forms in Slack. Use the data you gather to power other Relay tasks.

Fill out Relay forms

Integrated with your team's tools

We take privacy very seriously, you can trust your data is safe with us. Read more about our 

Collaborative workflow automation with the simplicity of a checklist, integrated with Slack

Slack

Relay and Slack

Your people are your most important asset. Use Relay to keep team ops running smoothly.

How founders can use Relay for HR

Popular use cases

Reaching out to candidates requires a ton of work. For every candidate, you need to send a message, follow up, schedule calls, keep them warm, and more. Relay can help you automate and stay on top of the outreach process.

Interviewing candidates is more complicated than it seems–you need to find a time, prepare questions, conduct the interview, compile notes, and follow up. It’s easy for steps to slip through the cracks. Relay can help you manage the process!

When the time comes to close candidates, it’s crucial that you get it right. From counter offers to getting cold feet, there are so many ways things can fall apart. Relay can help you close candidates more effectively by keeping things on track.

Closing candidates

A new team member–exciting! But with this comes all of the HR processes like setting up their email, getting a laptop, connecting them to all of the systems they’ll need, and more. Relay can help you manage all of these steps so your employees are up and running in no time!

Onboarding new team members

When a team member moves on, it’s important to manage the offboarding process so the transition goes well. From paperwork, to transferring knowledge, to removing account access, it’s a lot to remember. Relay can help you check each thing off the list to keep things moving.

Offboarding team members

There will come a day when it’s time to start conducting performance reviews. It’s no small feat to manage–from collecting self-evaluations, to gathering manager feedback, to collating it all into a review. Relay helps you stay on top of the entire process from end to end.

Managing performance reviews

HR for founders

You’ve sourced the candidate, you’ve gone through the entire interview process, and you’ve given the offer. So you’re done, right? Far from it. From counter offers from their current employer, to exciting new offers from other companies, to getting cold feet, there are many ways things can fall apart, so it’s of the utmost importance to stay on top of each step to close your candidate.

Create a playbook for Closing Candidates.

Assign a role for each person involved in the interview process.

Add a human-in-the-loop automation to remind each person who met the candidate to send a personalized email encouraging the candidate to join.

Create a task to send a personalized gift to the candidate.

Create a conditional task to ask for an introduction to the candidate’s family or partner to talk to them about the opportunity if they wish.

Create an email automation for each role to follow up with the candidate. Include instructions on how to personalize their note.

Create an email automation for a message to your investors or supporters. Fill in the template of what you want them to send to the candidate.

Create an email automation to send a closing email to the candidate two days later and to ask for a final meeting.

How to use Relay to manage closing candidates

Closing Candidates

Read on to learn the basics of Relay.

Relay 101

What is Relay?

Relay is a workflow automation tool for running and automating recurring operational playbooks. With Relay, you can make sure that things get done well and on time, every time.

Relay integrates with the tools you’re already using to automate repetitive tasks, meaning less work for your team, and more consistent results.

What makes Relay different?

Relay brings together the power of automations and integrations with the simplicity of a familiar checklist. Build a playbook in minutes, and layer on automations.

Powerful automations as simple as a checklist

Most complex team processes shouldn’t be fully automated. Relay assists with manual tasks by automating reminders and approvals, and by making automated communications personalizable so they’re more likely to be replied to.

Your team stays in the loop

Anyone can use Relay. Relay works seamlessly with the tools your team is already using, and you don’t need an IT department or engineering team to start automating. No coding required.

No IT or engineering needed

Learn about playbooks and runs

The two most important concepts to understand in Relay are 

The playbook is the blueprint that describes a workflow.

 It outlines all the steps that need to happen over and over again when the playbook is run.

Runs can be started manually or triggered automatically. Tasks and automations can be assigned to different people in every run.

: You have a “Customer Onboarding” playbook that outlines all the manual and automated steps that need to happen to fully onboard a new customer to your service. The playbook is triggered automatically every time a new customer is added to your CRM. There is one run for every new customer.

Build your workflow

Automations

Human approvals

Tasks

Forms

A new team member – exciting! But now commence the many HR processes that follow: Setting up their email, getting them a laptop, connecting them to all of the systems they’ll need, making sure their payroll information is in place, and more – this can be as many as 50 steps for each employee!

New hire onboarding

Create a Relay Playbook for “Employee Onboarding.”

Make a section for the most important first steps, like the verbal offer, NDA, and background check.

Start by sending them an NDA via DocuSign or your preferred provider.