Automate deal pipeline reporting
Turn your CRM into a Monday-morning sales digest your team will actually read.
Reporting on the sales pipeline by hand means pulling deals from the CRM and chasing reps for context — and it's stale by the time the digest ships.
Relay.app builds the report so no one pulls deals or chases reps by hand: every Monday at 8 AM it pulls open deals from HubSpot, Claude flags the ones slipping, the sales manager gives a quick approval, and the digest lands in #sales-pipeline with owners @-mentioned — fresh, before stand-up.
Here's how it works, step by step
Every Monday at 8 AM, the pipeline report runs itself
- Every Monday at 8 AM in your team's timezone, before stand-up, the workflow kicks off on its own.
- No one has to remember to chase numbers or block Sunday night to prep them.
Pull the data and let AI flag what's slipping
- Relay.app connects to HubSpot and pulls every open deal — stage, amount, close date, owner, and last activity.
- Claude flags what sales leaders care about: no activity in 14+ days, close dates that have slipped twice, and deals missing a defined next step.
Draft, review, and post the digest
- Claude turns the analysis into a Slack-ready digest — pipeline total, week-over-week movement, the top 3 deals to watch, and owners to chase.
- Before it lands, Relay.app DMs the sales manager for a quick edit or sign-off.
- Once approved, the digest posts to #sales-pipeline with deal owners @-mentioned, so follow-ups have a clear home.
Archive a copy for the team's record
- The same digest is appended to a running "Pipeline Review" doc in Google Docs.
- Anyone can scroll back twelve weeks at quarter-end and see how pipeline health trended.
Make it yours in Relay.app
Start from this template — describe what you want in plain English and Relay.app's copilot builds it for you, then swap any app, change the AI model, or tweak any step until it fits your team.
Customer Health Monitoring
Spot at-risk accounts weeks before renewal — not the day the call goes wrong.
Customer SuccessSalesCustomer Support
Triage every ticket and route to the right path — bugs to engineering, billing to Stripe, feature requests to the roadmap.
SupportEmail Triage
Claude reads every email and decides what it needs from you — a reply, a task, a meeting, or the archive.
OperationsLeadershipEmployee Onboarding
Connect your ATS, chat, calendar, and docs — Relay.app runs the whole onboarding workflow, and you swap any step for the apps you already use.
PeopleITHiring Pipeline
Relay.app screens and rates every application the moment it lands, so recruiters spend their time on the candidates worth talking to.
PeopleRecruitingLead Qualification
Qualify inbound leads the moment they arrive.
SalesMarketingMeeting Briefing Generator
Walk into every call already up to speed — without spending the hour beforehand digging through tabs.
SalesCustomer SuccessMeeting Follow-Ups
Every call ends with the recap sent and the action items already tracked — not a transcript you'll get to later.
SalesCustomer SuccessOrder Fulfillment
From new Shopify order to shipped, invoiced, and confirmed — or held for ops, or cancelled — without anyone copy-pasting.
OperationsFinancePayment Processing
Keep finance, customers, and account owners in sync.
OperationsFinancePerformance Reviews
Every review cycle runs itself — 360 feedback gathered, a fair draft synthesized, the 1:1 booked — with the manager owning the final call.
PeopleLeadershipReddit Lead Generator
Find buying-intent posts on Reddit before your competitors do.
SalesSales Quoting
From the quote stage to a signed proposal — drafted, approved, and sent, without a rep rebuilding a template each time.
SalesFinanceTicket Backlog Reporting
A clear backlog digest in #support every morning — SLA breaches, aging tickets, and who's overloaded — before anyone opens Zendesk.
SupportLeadership
