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

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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

Relay.app workflow screenshot: Dynamically run automations using other team members' accounts

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.

Relay.app workflow screenshot: Parse labeled emails to extract unstructured data using AI