SmartSuite is a comprehensive work management platform that allows teams to align, organize, and collaborate on complex processes across their operations. Teams can streamline workflows, manage projects, and centralize data using SmartSuite’s flexible system. Relay enhances SmartSuite by automating tasks like record creation and updates, bridging gaps between SmartSuite and the suite of tools teams use daily. Create synchronizations without manual entry and bring AI into play for data enrichment and decision-making.
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Do more with SmartSuite and Relay
Dynamic project tracking
With Relay's integration, any new record created in SmartSuite can automatically initiate a sequence of tasks in other systems. For example, when a new project is initiated and a record is created, Relay can simultaneously kick off time tracking in your time management software, send an announcement via Slack, or create a new folder in your cloud storage. This ensures all relevant systems are updated in real time as your project progresses.
AI-enriched record management
Relay can enrich the process of updating records in SmartSuite with AI insights. When a record is changed—such as when a sales deal progresses to a new stage—AI can generate follow-up actions, like drafting personalized emails or summarizing the deal changes for management. Relay's AI capabilities can also classify feedback or support tickets into SmartSuite records for seamless team access.
Streamlined collaboration and handoffs
Ensure that cross-team collaboration is seamless using Relay's automation with SmartSuite. Set up triggers in SmartSuite that, when a record reaches a certain stage, Relay will notify the next team or team member to take over. This can include automated task assignments in project management tools, sprint planning in Agile development tools, or notifying finance for invoicing when a project reaches completion.