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Workflow templates

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Featured Sales templates

Meeting Briefing Generator

Automatically generate comprehensive briefings for meetings with external guests
LinkedIn logo
OpenAI logo
Gmail logo
Google Calendar logo
Meetings
Relay.app workflow screenshot: Meeting Briefing Generator

Monthly Competitor Report

Automatically generate and email monthly competitive intelligence reports
Marketing
Relay.app workflow screenshot: Monthly Competitor Report
Created by the Relay.app community

Slack Bot for Company research

Research companies mentioned in Slack messages and send personalized outreach emails based on revenue
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Slack logo
Google Gemini logo
Airtable logo
Perplexity logo
Sales
Relay.app workflow screenshot: Slack Bot for Company research

Weekly LinkedIn Competitive Content Analysis

Analyze competitor LinkedIn strategies to improve your social media engagement and content performance
LinkedIn logo
Anthropic logo
Notion logo
Sales
Relay.app workflow screenshot: Weekly LinkedIn Competitive Content Analysis

Lead followup from Ads

Automatically qualify Facebook ad leads and send personalized follow-up emails
Facebook Lead Ads logo
LinkedIn logo
Google Gemini logo
OpenAI logo
Gmail logo
Marketing
Relay.app workflow screenshot: Lead followup from Ads
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Demo Request Qualifier

Automatically qualify sales demo requests based on prospect information and AI analysis.
HubSpot logo
LinkedIn logo
OpenAI logo
Gmail logo
Slack logo
Sales
Relay.app workflow screenshot: Demo Request Qualifier

Competitor pricing tracker

Monitor competitor pricing changes by automatically scraping web pages, analyzing price plans, and alerting your team to significant updates.
Slack logo
Google Sheets logo
OpenAI logo
Sales
Relay.app workflow screenshot: Competitor pricing tracker

Zero-Touch Client Onboarding System (Form → Folder → Email)

Automatically create all client resources when onboarding form is submitted
Gmail logo
Slack logo
Google Forms logo
Google Drive logo
Airtable logo
ClickUp logo
AI
Relay.app workflow screenshot: Zero-Touch Client Onboarding System (Form → Folder → Email)

Create Hyper Personalized Sales Scripts When Someone Submit a Form

Transform form submissions into tailored sales scripts using LinkedIn profile analysis.
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LinkedIn logo
Anthropic logo
Notion logo
Marketing
Relay.app workflow screenshot: Create Hyper Personalized Sales Scripts When Someone Submit a Form
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