Google Slides

HubSpot

Google Play Store

Gmail

Pipedrive

Greenhouse

Jira

Calendly

Intercom

Google Groups

Google Docs

Slack

Zendesk

Reply.io

Salesforce

Linear

Tempo

Lever

Webflow

Apollo

Google Forms

Affinity

CallRail

Zoom

Google Tasks

Tremendous

Chargebee

Fireflies.ai

Google Calendar

Ashby

Google Drive

Notion

Airtable

Google Sheets

OpenAI

App Store

Trello

Asana

Tally

Confluence

HelpScout

GitHub

Typeform

Relay

This recipe lets you send a Slack message to a channel for every new row that's added to a Google Sheet.

Tip: change out the trigger from Google Sheets to e.g. Airtable to unlock a wealth of other use cases

Send a Slack message for every new row in a spreadsheet

Google Sheets → Slack

This playbook triggers automatically when a Google Form is submitted for a swag request, and kicks off an approval and follow up flow, all the way to closing the loop with the requestor of the swag.

Automatically deal with new swag orders via a Google Form

Process Swag orders

A simple playbook that triggers someone requests a demo by scheduling time with you on Calendly (e.g. via a button on your website). The playbook helps you prepare for the demo by creating a notes doc and also helps you follow up and circle back after the meeting

Prepare and follow up for "request a demo" meetings

Inbound Demo Request

This playbook provides a step-by-step guide for conducting post-mortem meetings, enabling you to identify the root cause of incidents and derive action items to prevent their recurrence in the future.

Follow up on production incidents

Incident post-mortem

This short playbook helps teams prepare and send monthly internal newsletters with department updates

Prepare & send monthly internal newsletters

Internal Newsletter

This playbook triggers every time your app in the App Store gets a new user review. It will help you share the review with the team and respond to your users.

Featuring ChatGPT-generated draft replies

Triage & respond to App Store reviews

This recipe lets you add a new row to a spreadsheet whenever a new calendly event has been scheduled.
Tip: Add more steps so you can organise the lifecycle of the meeting (e.g. notify a Slack channel, create and share a Google Docs notes document based on a template before the meeting, share the notes document after the meeting, etc).

Add newly scheduled Calendly event details to a spreadsheet

Calendly → Google Sheets

https://www.relay.app/blog/op-excellence-founders-hr

Interviewing Candidates

A playbook to streamline your customer support process - from triaging to assigning followed by closing the loop with the customer.
Tip: Replace the Gmail trigger with other support tools like HelpScout, and replace ticket filing tool from Jira to Linear/Zendesk/Salesforce to unlock more powers.

Triage and respond to customer support tickets

Customer Support

Make every meeting more productive by immediately following up with the other attendees about next steps, what you learned, or just to thank them for their time.

Follow up after every meeting to get the most out of it!

Meeting Follow Up

When a Calendly event is scheduled, automatically update the Apollo Contact stage. This is especially useful if you have multiple Calendly events or you have different accounts on Calendly and Apollo, as this is not something that Apollo natively supports.

Update Apollo Contact stage when a Calendly event is scheduled.

Calendly -> Apollo

Employee Onboarding 

This playbook helps you prepare notes for upcoming user studies that are scheduled via Calendly

Prepare notes for upcoming user studies that are scheduled via Calendly

Prepare User Studies

This playbook triggers every time your app in the Google Play Store gets a new user review. It will help you share the review with the team and respond to your users.

Triage & respond to Play Store reviews

Streamline your interview scheduling process using Relay. Set up this playbook template in minutes to integrate Calendly with Lever & unlock the power of automated scheduling. Effortlessly coordinate interviews, save time, and find your ideal candidates faster!

Schedule Lever Interviews from Calendly

https://www.relay.app/blog/op-excellence-cs-1

From AE to CSM to a happy customer

Sales-to-Success handoff

Candidate Outreach

This playbook serves as a guide for establishing an efficient incident response team and communication channel. It provides step-by-step instructions for effective incident remediation, ensuring thorough follow-up actions to mitigate future risks.

Respond to production incidents fast and with confidence

Incident response

Welcome users to your product via a short personalized drip campaign. Trigger this playbook via an inbound webhook call made by your product

Short personalized drip campaign triggered by a webhook from your product

New User Welcome Campaign

Automatically create a HubSppot ticket with the right associated Company and Contacts when a new Jira issue is created.

Create a HubSpot ticket when a new Jira issue is created

Jira -> HubSpot

Automatically add newly received emails to Google Sheets

Gmail → Sheets

Collect new form responses in a Notion database

Google Forms -> Notion

This demo playbook is a slightly more enhanced customer onboarding playbook to get a sense of how to use Google Slides and Gmail automations, forms, and roles in a playbook.
Anyone can use and run this playbook, all you need to do is simply connect Google Slides

Minimalist playbook demonstrating basic Google Slides and Gmail automations

Customer onboarding

Employee Offboarding

This playbook helps Customer Success teams prepare in a timely manner for QBRs with customers

Prepare QBRs with customers in a timely manner

QBR Preparations

Create an issue when a deal is won

Pipedrive -> Jira

Do you get tons of unsolicited emails every day trying to sell you something? With this simple Relay workflow, you can save time by making it easy to handle cold emails with one click or in bulk.

Reply and archive automatically when you label a cold email

Quickly handle cold emails in Gmail

Google Forms --> Google Drive

Automatically add AI-generated meeting notes from Fireflies.ai to a contact in Affinity

Automatically add AI-generated meeting notes to a contact

Fireflies.ai → Affinity

This template triggers for every new form submission in Formspark.io. The playbook is triggered via a Webhook trigger, which is a generic way of integrating with any other app or system by making a HTTP request to Relay

Send Formspark.io submissions to Slack

Formspark.io → Slack (Webhook trigger)

Capture Webflow form submissions in Hubspot

Webflow -> Hubspot

Automatically create a Pipedrive organization and person when a new Contact is created in Apollo.

Create Pipedrive person when a new contact is created in Apollo.

Apollo -> Pipedrive

Streamline your interview scheduling process using Relay. Set up this playbook template in minutes to integrate Calendly with Ashby & unlock the power of automated scheduling. Effortlessly coordinate interviews, save time, and find your ideal candidates faster!

Playbook templates