Inspiration gallery

Check out our gallery of real-world workflows that help people run their businesses with Relay.app.

Created by Relay.app
Created by the community
Category

AI LinkedIn Coach

This AI workflow will run weekly and give you an analysis of your own posts as well as an analysis of the posts from top LinkedIn creators that you can handpick. Start with this spreadsheet as a template and customize it from there!
Slack integrationsSlack
Google Sheets integrationsGoogle Sheets
OpenAI integrationsOpenAI
Anthropic integrationsAnthropic
Relay.app workflow screenshot: AI LinkedIn Coach

Weekly Insights from Coaching Calls

If you have lots of meetings, this AI workflow gives you an easy way to create synthesized takeaways. Every week, it will look up all of the meeting notes from Fathom, create a summary report, and send it to you over Slack.
AI
Meetings
Gmail integrationsGmail
Slack integrationsSlack
OpenAI integrationsOpenAI
Relay.app workflow screenshot: Weekly Insights from Coaching Calls

AI Competitive Research Reports

Build your own AI Researcher that will send you high quality reports on your competitors every month. Start with a Google Sheet from this template that includes the names and LinkedIn profiles of your competitors, and let the AI do the rest.
Gmail integrationsGmail
Google Sheets integrationsGoogle Sheets
OpenAI integrationsOpenAI
Perplexity integrationsPerplexity
Relay.app workflow screenshot: AI Competitive Research Reports

Weekly Competitive Research Reports

This AI workflow makes it easy to stay on the pulse of what your competitors are doing. You create a spreadsheet with a list of competitors and it will update it every week and send you an email with a new research report that includes updates on: - Positioning and messaging - Product and feature launches - Pricing - Customers and Partnerships
Gmail integrationsGmail
Google Sheets integrationsGoogle Sheets
Perplexity integrationsPerplexity
Relay.app workflow screenshot: Weekly Competitive Research Reports

LinkedIn Profile Finder

This AI workflow automatically looks up LinkedIn profile URLs based on whatever information you have: first name, last name, email, company, location, or anything else. If the AI isn't sure, it will ask you for help to choose between options.
Google Sheets integrationsGoogle Sheets
OpenAI integrationsOpenAI
Relay.app workflow screenshot: LinkedIn Profile Finder

AI Meeting Prep

Use AI to prepare for your meetings! Automatically get a Slack notification before every meeting that includes not just the meeting details, but also a professional bio of every external attendee.
Slack integrationsSlack
Google Calendar integrationsGoogle Calendar
Perplexity integrationsPerplexity
Relay.app workflow screenshot: AI Meeting Prep

Enrich CRM contacts with LinkedIn data

Every time a meeting is scheduled via Calendly, this workflow gets profile data from LinkedIn uses this to create a new contact in our HubSpot (or enrich an existing contact if it exists)
CRM
Social
Sales
HubSpot integrationsHubSpot
Calendly integrationsCalendly
Relay.app workflow screenshot: Enrich CRM contacts with LinkedIn data

Send Custom Email Reminders Before Subscription Renews

Email customer a few days before subscription is renewing.
Gmail integrationsGmail
Stripe integrationsStripe
Relay.app workflow screenshot: Send Custom Email Reminders Before Subscription Renews

Track Bluesky post engagement metrics

This simple workflow tracks the engagement with posts from our @relay.app account on Bluesky, 24 hours after a post is made. We first share the stats thus far with the team over Slack, and track the numbers in a spreadsheet so we can analyze our reach across multiple posts.
Social
Marketing
Bluesky integrationsBluesky
Slack integrationsSlack
Google Sheets integrationsGoogle Sheets
Relay.app workflow screenshot: Track Bluesky post engagement metrics

Monitor a Bluesky profile for new posts

Automatically post a message to a Slack channel when a Bluesky profile makes a new post
Social
Marketing
Bluesky integrationsBluesky
Slack integrationsSlack
Relay.app workflow screenshot: Monitor a Bluesky profile for new posts

Listen for @profile mentions on Bluesky

Every time our @profile on Bluesky is mentioned, we send a Slack message to the team so we can engage with the post.
Social
Marketing
Bluesky integrationsBluesky
Slack integrationsSlack
Relay.app workflow screenshot: Listen for @profile mentions on Bluesky

Promote new blog posts on Bluesky

Every time one of our team members makes a new post on our blog, this workflow uses AI to write a Bluesky post based off of the blog, and also picks a hero image to go along with the Bluesky post. Before posting it, it pings me over Slack or email to approve the Bluesky post contents before it goes out.
Social
Marketing
Human-in-the-Loop
Bluesky integrationsBluesky
OpenAI integrationsOpenAI
Relay.app workflow screenshot: Promote new blog posts on Bluesky

Extract action items from meetings notes and add them to Todoist

Automatically extract action items assigned to you from the meeting notes and add them as a task to Todoist.
AI
Meetings
Google Calendar integrationsGoogle Calendar
Google Docs integrationsGoogle Docs
OpenAI integrationsOpenAI
Todoist integrationsTodoist
Relay.app workflow screenshot: Extract action items from meetings notes and add them to Todoist

Extract information from invoices and add this to a spreadsheet.

Every time a receipt of invoice has been added to a Drive folder, extract the relevant information and add this as a new row to a spreadsheet.
AI
Google Drive integrationsGoogle Drive
OpenAI integrationsOpenAI
Google Sheets integrationsGoogle Sheets
Relay.app workflow screenshot: Extract information from invoices and add this to a spreadsheet.

Automatically summarize new posts from an RSS feed

Every time a new post is added to an RSS feed, scrape the web page to summarize the post in a few bullets and send it along over email.
AI
OpenAI integrationsOpenAI
Gmail integrationsGmail
Relay.app workflow screenshot: Automatically summarize new posts from an RSS feed

Dynamically run automations using other team members' accounts

This powerful workflow uses the 'Assign a Role' action to dynamically fetch the Account Manager for a closed Deal in HubSpot, so that a welcome email to the new customer will be sent using their Gmail account. Before the email is sent, the assigned Account Manager will first get a Human-in-the-Loop approval step where they have the opportunity to give the final go-ahead.
Human-in-the-Loop
Marketing
Email
HubSpot integrationsHubSpot
Gmail integrationsGmail
Relay.app workflow screenshot: Dynamically run automations using other team members' accounts

Forward Emails Automatically

Every time you receive a certain type of email (like an invoice or receipt), automatically forward it to the right address.
Email
Gmail integrationsGmail
Relay.app workflow screenshot: Forward Emails Automatically

AI Agent to process meeting notes

Whenever an email with meeting notes is received, this AI Agent files tasks in Asana for every action item assigned to me. Additionally, it'll share a summary of the meeting notes over Slack with the team.
AI
Meetings
Gmail integrationsGmail
Asana integrationsAsana
Slack integrationsSlack
OpenAI integrationsOpenAI
Relay.app workflow screenshot: AI Agent to process meeting notes

Invoice Payments

Every time an email with an invoice arrives, extract key information from it and assign a manual task to pay the invoice to a different person depending on the amount
Human-in-the-Loop
AI
Gmail integrationsGmail
OpenAI integrationsOpenAI
Google Sheets integrationsGoogle Sheets
Relay.app workflow screenshot: Invoice Payments

AI Extract from email

A very short automation to automatically extract key details from invoice emails (vendor name, amount, due date) and add it to an accounting spreadsheet
AI
Gmail integrationsGmail
OpenAI integrationsOpenAI
Google Sheets integrationsGoogle Sheets
Relay.app workflow screenshot: AI Extract from email