We've made a ton of improvements to Relay this month, including new ways to pull in data from external sources, flexible webhooks to interact with other tools, and lots of new integrations (Asana, JIRA, Salesforce, Reply.io). Here's a brief update.

: a single place to manage variables and data used across the playbook. We’ve also made significant enhancements to the data model for each playbook. You can now define default values for variables, turn variables into required playbook inputs, and last but not least, easily link and import data from external sources.

 experience. With webhooks, Relay makes it easy to integrate with pretty much any enterprise software, including your team's internal systems. Watch this video to see how to set it up.

Here is the full list of product updates that we shipped in February. Don’t hesitate to 

You can now require approval before running any automation

You can now require approval to start newly triggered runs

Simplified variable imports from external sources

More flexibility and improved usability of logical expressions

New workspace Admin controls for auto-join

Support hour- and minute-level step activation delays

New Data tab to manage and configure playbook data

Improved user experience for setting up inbound webhooks

User feedback tool featuring a screenshot annotator

Hover cards on the dashboard showing detailed run info

New in Relay: Data tab, more integrations & webhooks

It's been a busy month at Relay, shipping a lot of new functionality and content! Here's a quick update with lots of content and feature updates that will help you get the most out of Relay.

Over the past few months, we’ve learned a ton about the use cases where Relay is most helpful. Specifically, we’ve seen that operational playbooks that are mission-critical, run relatively frequently and have multiple people involved are when Relay really shines.

In particular, we learned that Relay has been specifically valuable for Customer Success leaders. CS leaders and their teams of CSMs and TAMs depend on a multitude of operational playbooks where it's essential that there is a human in the loop for certain stages. Think of playbooks ranging from customer onboarding, to re-engagement, to contract renewals and managing escalations. As we're seeing a lot of traction within CS, we're currently doubling down on excelling in this class of use cases.

For example, last week we built and shipped our first powerful integrations with products like Salesforce, Hubspot and Zendesk! Check the quick demo below to see how Relay can supercharge a customer onboarding playbook.

In January, we've shipped dozens of new features and updates to Relay that make capturing and running your operational playbooks even eaasier. Our primary focus has been on strengthening the foundations of our powerful human-in-the-loop workflow automation product, including polishing many rough edges.

One particular new feature that we love, is what we call “double check” – a basic approval flow that lets the assignee review (double check) and personalize email or Slack communications that would have otherwise gone out automatically. You can optionally enable this feature for any communication step in your workflow. See the gif below for a quick impression!

While we're focusing on CS integrations, we'll continue to focus on evolving the foundations. For example, expect a much improved experience to manage data and variables for your playbook over the coming days 😊

Below is the full list of updates to Relay from this past month. 

 if there’s any specific feature that you’d like to see!

“Double check”: human-in-the-loop email/slack message approvals

@-mentioning other people in automated Slack messages

Inline images in email and Slack messages

Logical expressions to automatically set the value of Conditions

Improved experience for setting triggers +  support for pausing

Form steps to get input from assignees (can even do this via Slack!)

Ability to apply changes in playbook to all active runs

New system variables: current date, current time, Run Owner

: trigger based on a newly scheduled event

: trigger when deals reach a specific stage

Revamped user experience for picking an Automation

Showing step & section numbers across all relevant places in the UI

Simplified user experience for sharing & collaborating on playbooks

To help you get the most out of Relay as quickly as possible, we recorded a series of short 101 videos to get help you get familiar with the basics of Relay. We hope they're helpful! Don't hesitate to 

 directly of course if you bump into anything!


 creating and running your first playbook

 setting up a trigger, advanced usage of variables, updating a spreadsheet

That’s it for this time – thanks for getting all the way to the end and follow us on 

January 2023 update from Relay

 makes it easy for leaders and operations pros to run a tight ship by capturing, running and automating collaborative workflows. Sign up 

“We have to present to 100 people at the All Hands tomorrow, and we haven’t done anything yet!”

When I was leading the Gmail team, I’d have a panicked thought like that one almost every day. Running an organization is not easy. To build an effective team, you need to nail your all hands, leads meeting, executive updates, product reviews, business reviews, newsletters, planning process, onboarding, project tracking, feature launches, customer updates, and much more. And it’s important to get all of these things right, as they make the difference between the whole organization feeling informed, energized, and empowered, or… not. If you’re anything like me, you’re probably keeping all of these workflows in your head or in a document that’s getting stale every minute. We think there’s a better way to do it.

Relay makes it easy for leaders and operations pros to run a tight ship. It’s a new kind of collaboration tool that will (1) help you capture effective workflows, (2) give you peace of mind that they’ll be done on time, and (3) automate tedious tasks and coordination. Relay combines the best elements of to-do lists and automation tools, enabling people to focus on their best work and taking care of the rest.

To see it in action, here’s how Relay can help you run your All Hands:

We’re building Relay to give you peace of mind, save you time, and help you run an effective team. Once you see it in action, you’ll want to use it for everything you do over and over again.

Our founding team includes product, design, and engineering leaders from some of Google's biggest productivity products, including Gmail and Google Calendar, and we've raised a $5M seed round led by Khosla Ventures with participation from Neo, BoxGroup, SV Angel, and several angels.

We’re already working with select design partners, including emerging market leaders like Ramp and fast-growing startups like Lumos, and we’re opening up our product for 

I’m eager to hear your feedback, so please send me a note at 

Blog