Automate payment processing
Keep finance, customers, and account owners in sync.
Processing a payment by hand means checking Stripe, matching the customer, writing a receipt, logging it to a sheet, and pinging the owner — for every single charge.
Relay.app handles all of it the moment a charge succeeds, so finance never babysits the Stripe dashboard: it looks up the customer in HubSpot, Claude drafts a clean receipt, finance ops approves in one click, Gmail sends it, the transaction lands in your revenue ledger, and the account owner gets a Slack ping.
Here's how it works, step by step
Incoming payments trigger the workflow
- The moment Stripe marks a charge as succeeded, Relay.app picks it up — no polling, no cron, no one watching the dashboard.
- The full payload comes with it: amount, currency, line items, customer email, and invoice ID — enough context for everything downstream.
Match the charge to a customer, then let Claude write the receipt
- Stripe knows the email; HubSpot knows the rest — Relay.app pulls the matching contact's company, deal owner, and plan tier.
- Claude writes a receipt that reads like a human wrote it: first name, plain-English description, and the deal owner's name in the signature.
Finance ops gets one click to approve, then Gmail sends
- Money-related email is the last place you want a hallucinated number or wrong name, so the draft lands in Slack for whoever's on finance ops.
- They see the full email, the matched customer, and the amount, hit approve — about ten seconds per charge — and Gmail sends it.
Land the transaction in the ledger and ping the account owner
- Relay.app appends a row to the "Revenue Ledger" Google Sheet — date, customer, amount, invoice number, and deal owner — so finance has a queryable source of truth that doesn't depend on Stripe exports.
- Then it posts to #revenue in Slack and @-mentions the deal owner from HubSpot.
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.
SalesLeadershipEmail 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.
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
