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Human-in-the-Loop AI Email Meetings CRM Marketing

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

HubSpot

Gmail

Relay.app workflow screenshot: Dynamically run automations using other team members' accounts

Invoice Payments

Every time an email with an invoice arrives, extract key information from it and assign a manual task to pay the invoice to a different person depending on the amount

User study preparations

Every time someone signs up for a user study via our Calendly link, this workflow kicks in to set up a notes document based on a template and prepares the interviewer for the interview.

Once the meeting has ended, notes are shared with the team and a thank you message is sent to the participant.