Automate email triage
Claude reads every email and decides what it needs from you — a reply, a task, a meeting, or the archive.
Triaging your inbox by hand — deciding what needs a reply, what's a task, and what's just noise — eats the start of every day.
Relay.app triages the inbox for you, so sorting it never eats your morning again: Claude reads each new email in Gmail and decides what it needs — a reply gets drafted for your review, a follow-up becomes a task in Todoist with a due date, a scheduling request gets time options from your calendar, and the noise is archived.
Here's how it works, step by step
It runs on every new email that hits your inbox
- A new message lands in your Gmail inbox and the workflow fires in seconds.
- Relay.app reads the sender, subject, and full body so Claude has everything it needs to triage.
AI triages every email by what it needs from you
- Claude sorts each email by the action it needs — a reply, a follow-up task, a scheduling response, or nothing at all.
- It also pulls a one-line summary of what the sender wants and any deadline, so a real ask doesn't get buried under newsletters.
Route each email to a reply, a task, or your calendar
- Needs a reply: Claude drafts a response, you review it in Gmail, and it sends from your inbox.
- Needs a follow-up: the action becomes a task in Todoist with a due date, so it doesn't get lost in the thread.
- Needs scheduling: Relay.app checks your Google Calendar and drafts a reply with open time slots for you to approve.
- FYI: the message is archived and labelled in Gmail — no action, no clutter. Click any tab above to see what runs.
Everything you triaged lands in a daily inbox digest
- Every triaged email gets a line in your daily inbox log in Notion — what came in, what was done, and what's still waiting on you.
- By the end of the day it's a single digest of what needed you, instead of re-scanning the whole inbox.
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.
SupportDeal Pipeline Reporting
Turn your CRM into a Monday-morning sales digest your team will actually read.
SalesLeadershipEmployee 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
