Keep your team in the know
Not everyone on a team is always able to pay close attention to customer interactions. Use Relay to keep your whole team in the loop by sending automated communications about specific updates to new or existing customers in Attio—like when a deal is closed (or lost). You can also lean on Relay to remind you to send Attio reports to interested stakeholders on a regular basis.
Kick off automated workflows based on customer status
Some customer milestones—like new customer onboarding, renewals, and expansion campaigns—require many steps across multiple tools. Whether you need to create and share files, request e-signatures, or send personalized communications, Relay automates workflows across your tools to keep your customer processes on track. When a customer's status changes in Attio, Relay kicks off actions in other tools and notifies responsible individuals to ensure the process runs smoothly and timely.
Send personalized communications
If your Attio customer workflows require sending important communications to your customers, Relay can help you add a personal touch efficiently. With Relay’s OpenAI-powered AI Autofill, you can use Attio as a source to draft personalized messages. Easily insert an AI-drafted summary of recent meeting notes or summarize their status—all without writing a prompt. To review the content and add a final personal touch before sending, just turn on double check.
