Relay.app

?? We’ve launched 'Create or Update' steps for Notion, Airtable, HubSpot, Salesforce, Attio, and more! No need for complex Paths to check records—just create new ones or update existing ones automatically. ?? This makes your workflows simpler, less error-prone, and faster! ?? #automation #NoCode #workflow

?? Iterators let you perform actions for each item inside a List. For example, you may use them to save all attachments from an email to Google Drive, or send an email to all associated Contacts for a Company in your CRM. There are two ways you can get Lists in your workflow: 1. ?? Explicitly, by fetching them with 'Find' steps – for example 'Find contacts(s)' or 'Find record(s)' 2. ?? Implicitly, because they are embedded in the output of another step. For example, every Email has a list of Attachments, and every Event has a list of Guests Learn more about Iterators here: https://lnkd.in/d-n93Rxd

???? Did you know that Relay.app has super powerful Human-in-the-Loop steps? They can be included to add checkpoints for human approvals or data input anywhere in your workflow, especially useful when not everything can be automated! Relay.app supports the following Human-in-the-Loop steps: ?? Approvals - Request approval from an assignee to continue the run. Perfect for double checking data or generated content and approve it before continuing the run. ? Data input - Request data for use in other steps in the run. Perfect to pull in data that colleagues might know, such as a go-live date or an personal assessment of a situation. ? Task - Assigns a task to an assignee. Pauses the run until the task has been marked as complete. Perfect for things that need to happen 'in the real world' outside of the automated process. ?? Manual path - Request an assignee to make a decision what path to take. Perfect to have an expert make a decision when the path criteria aren't that clear or specific knowledge is required. Read more about Relay.app's Human-in-the-Loop steps here: https://lnkd.in/gNzYPVrY

Adding steps after Paths merge: it feels so natural, but have you ever tried doing this in other automation tools? ?? ?? Did you know: data objects of the same type that are created, updated or fetched across all paths are available as the "output" of the Paths in steps after they join together ??

??Ever wondered how AI costs vary between models? In our latest video, we compare invoice extraction using OpenAI & Anthropic models to see which model performs best and which one provides the best value! ???? Watch the video here: https://lnkd.in/dz4kw7z9

?? We offer a uniquely powerful concept called Roles. In essence, Roles are 'variables for people' and can be used to: 1. ?? Assign Human-in-the-Loop steps like Approvals dynamically to people across runs of the same workflow 2. ?? Dynamically run automations using another person's account/credentials (with their permission), e.g. sending an email via their Gmail account --- ???? Example: ? Let's say you create a Role named 'Account Manager'. ? You may dynamically assign that Role to a person in your team based on e.g. the email address of the 'Deal Owner' for a closed Deal that's stored in your CRM. ? Now you can use that Role to assign a human Approval step and use it to run a Gmail automation. ?? Check out this workflow to see how you set it up! https://lnkd.in/e_xRB99F

? Did you know that the Free plan in Relay.app comes with 500 monthly AI credits that you can use to automate: ?Up to 400 data extractions from emails ???? ?Up to 50 data extractions from websites ???? ?Up to 45 minutes of audio transcription ???? ?Up to 20 pages of text-to-speech conversion ???? And tons of other automated AI actions! #AI #Automation #nocode

????? Recurring batch triggers let you automate standard operating procedures in a breeze! Whether it's kicking off a workflow for open sales opportunities at the start of a month ??, or a daily escalation routine for p0 customer issues ??, you'll set up a workflow in just a few clicks. Head over to Relay.app to start using this incredibly powerful trigger today! #automation #nocode

??? Using AI to extract information from emails cannot be easier! To see how automation consultant Amit S. built this simple workflow to extract lead details from emails, head over to our Inspiration Gallery: https://lnkd.in/ed5kNP48

?? Did you know that data objects in Relay.app give instant access to infinite levels of linked data for all our integrations? Unlike in other automation tools ??, there's no need to add additional complex lookup steps just to use data that's linked or nested ?? Whether it's a grabbing a Contact ???? that's associated with a Company ?? that's associated with a Deal ?? in your CRM that triggered the workflow, or simply updating a linked Database Page from Notion. #nocode #automation