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Human-in-the-Loop AI Email Meetings CRM Marketing

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

HubSpot

Gmail

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.

Gmail

Relay.app workflow screenshot: Forward Emails Automatically

Parse labeled emails to extract unstructured data using AI

For some lead sources, you get leads information only via email. In such cases, adding lead information to your CRM can be a chore. This workflow checks for new emails with a specific label, extracts the required data points from the email body using AI, and dumps the extracted data in a spreadsheet in a structured format. You can send the data directly to a CRM of your choice or connect the Google Sheets workbook to your CRM of choice.

Triaging support emails with AI and a Human in the Loop

Every time a support email is received, an AI model is prompted to classify the message as either (A) a feature request, (B) praise, or (C) something else.

Depending on the type of email, an issue is filed in Linear or a team member is asked over Slack for input on a personalized thank you note to the customer.