Add Provider to Mailing List and Monthly Meetings

Relay.app screenshot of: Add Provider to Mailing List and Monthly Meetings
Relay.app screenshot of: Add Provider to Mailing List and Monthly MeetingsRelay.app screenshot of: Add Provider to Mailing List and Monthly MeetingsRelay.app screenshot of: Add Provider to Mailing List and Monthly Meetings
Dymir Tatem
Dymir Tatem
CEO

Add medical provider to mailing list and monthly supervision meetings

Steps in this workflow

1
SmartSuite logo
Record changed
Behavioral Assistant
Master Level IIC
Path rules
2
Mailchimp logo
Add subscriber to list
Author picture (Dymir Tatem)

As CEO of a mental health agency, I use Relay.app to help me automate a lot of things. When we started, we were using Relay.app for our hiring process. Now we also use it to communicate with and support our providers.

This automation shows how we onboard new providers to our mailing list and to monthly supervision meetings.

I like that Relay.app is very user friendly. It's easy to test each automation at every step of the way as opposed to waiting.

Also, every other day the Relay.app team is releasing some cool new feature.

Dymir Tatem
CEO

Discover other inspiring workflows

search

AI Customer Research

Use the latest AI tools from Google's Gemini to automatically search the web and do research on a new customer.
Google Sheets integrationsGoogle Sheets
OpenAI integrationsOpenAI
Google AI Studio integrationsGoogle AI Studio
Relay.app workflow screenshot: AI Customer Research

Article Summarizer

Summarize articles that I email to myself.
OpenAI integrationsOpenAI
Gmail integrationsGmail
Google Sheets integrationsGoogle Sheets
Google Docs integrationsGoogle Docs
Relay.app workflow screenshot: Article Summarizer

Extract action items from meetings notes and add them to Todoist

Automatically extract action items assigned to you from the meeting notes and add them as a task to Todoist.
AI
Meetings
Google Calendar integrationsGoogle Calendar
Google Docs integrationsGoogle Docs
OpenAI integrationsOpenAI
Todoist integrationsTodoist
Relay.app workflow screenshot: Extract action items from meetings notes and add them to Todoist

Extract information from invoices and add this to a spreadsheet.

Every time a receipt of invoice has been added to a Drive folder, extract the relevant information and add this as a new row to a spreadsheet.
AI
Google Drive integrationsGoogle Drive
OpenAI integrationsOpenAI
Google Sheets integrationsGoogle Sheets
Relay.app workflow screenshot: Extract information from invoices and add this to a spreadsheet.

Automatically summarize new posts from an RSS feed

Every time a new post is added to an RSS feed, scrape the web page to summarize the post in a few bullets and send it along over email.
AI
OpenAI integrationsOpenAI
Gmail integrationsGmail
Relay.app workflow screenshot: Automatically summarize new posts from an RSS feed

Parse new order email into calendar event using AI

Use AI to parse an automated email with a new order confirmation into a detailed custom calendar event.
OpenAI integrationsOpenAI
Gmail integrationsGmail
Google Sheets integrationsGoogle Sheets
Google Calendar integrationsGoogle Calendar
Relay.app workflow screenshot: Parse new order email into calendar event using AI

New Client Onboarding as a Freelancer or Solopreneur

This is how I save time and money onboarding new clients.
ClickUp integrationsClickUp
Fillout integrationsFillout
Google Sheets integrationsGoogle Sheets
Google Drive integrationsGoogle Drive
Relay.app workflow screenshot: New Client Onboarding as a Freelancer or Solopreneur

Automatic Resume Parsing

Automatically parse resumes from emails and video recordings.
Salesforce integrationsSalesforce
OpenAI integrationsOpenAI
Google Docs integrationsGoogle Docs
Gmail integrationsGmail
Relay.app workflow screenshot: Automatic Resume Parsing

Calendly Discovery to CRM Process

Enrich Calendly data with LinkedIn profile information via Relevance.ai.
CRM
Calendly integrationsCalendly
Notion integrationsNotion
OpenAI integrationsOpenAI
Slack integrationsSlack
Pipedrive integrationsPipedrive
Airtable integrationsAirtable
Relay.app workflow screenshot: Calendly Discovery to CRM Process

Automate Email Outreach Follow-up

Automate follow-ups for email outreach.
Google Sheets integrationsGoogle Sheets
Gmail integrationsGmail
Relay.app workflow screenshot: Automate Email Outreach Follow-up

Notion CRM with Automations for Real Estate

Notion is the CRM for my Real Estate business. I use Relay.app to create custom automations on top of Notion. Here's a sneak preview of our 186 step workflow...
AI
Human-in-the-Loop
Notion integrationsNotion
OpenAI integrationsOpenAI
Loops integrationsLoops
Google Calendar integrationsGoogle Calendar
Relay.app workflow screenshot: Notion CRM with Automations for Real Estate

Track Expenses in QuickBooks from Spreadsheet

I use Relay.app with QuickBooks and Google Sheets to track my business expenses.
QuickBooks Online integrationsQuickBooks Online
Google Sheets integrationsGoogle Sheets
Relay.app workflow screenshot: Track Expenses in QuickBooks from Spreadsheet

Create Daily HubSpot Task

Create HubSpot task that recurs at a daily cadence.
HubSpot integrationsHubSpot
Relay.app workflow screenshot: Create Daily HubSpot Task

Summarize meeting transcripts with custom prompts

Summarize meeting transcripts from SmartSuite with custom prompts based on meeting type.
SmartSuite integrationsSmartSuite
OpenAI integrationsOpenAI
Google Drive integrationsGoogle Drive
Relay.app workflow screenshot: Summarize meeting transcripts with custom prompts

Sync time tracking to Linear and Notion

Track time for a Linear project and update in Notion.
Linear integrationsLinear
Notion integrationsNotion
OpenAI integrationsOpenAI
Relay.app workflow screenshot: Sync time tracking to Linear and Notion

Draft Follow-up Email from Call Summary

Draft Follow-up Email from BuildBetter.ai Call Summary.
Gmail integrationsGmail
OpenAI integrationsOpenAI
Anthropic integrationsAnthropic
Relay.app workflow screenshot: Draft Follow-up Email from Call Summary

Create HubSpot Task from Form Submission

When a prospect submits a form, create a new task in HubSpot.
HubSpot integrationsHubSpot
Relay.app workflow screenshot: Create HubSpot Task from Form Submission

Extract data from PDFs into Notion

Do you often work with PDFs and need a quick way to extract structured data from them? The solution is simple: use AI to pull the raw data directly from the PDF, and seamlessly store it in a structured format in your Notion database.
AI
Google Drive integrationsGoogle Drive
Notion integrationsNotion
OpenAI integrationsOpenAI
Relay.app workflow screenshot: Extract data from PDFs into Notion

Dynamically run automations using other team members' accounts

This powerful workflow uses the 'Assign a Role' action to dynamically fetch the Account Manager for a closed Deal in HubSpot, so that a welcome email to the new customer will be sent using their Gmail account. Before the email is sent, the assigned Account Manager will first get a Human-in-the-Loop approval step where they have the opportunity to give the final go-ahead.
Human-in-the-Loop
Marketing
Email
HubSpot integrationsHubSpot
Gmail integrationsGmail
Relay.app workflow screenshot: Dynamically run automations using other team members' accounts

Forward Emails Automatically

Every time you receive a certain type of email (like an invoice or receipt), automatically forward it to the right address.
Email
Gmail integrationsGmail
Relay.app workflow screenshot: Forward Emails Automatically