Automate Hand-offs Without Losing the Human Touch with Relay.app

Relay.app makes internal collaboration and approvals seamless


Why Relay.app?

Not everything should be fully automated.
Some workflows still need human input, just without the chaos of email threads or Slack ping-pong.

Relay.app bridges that gap. It connects your tools, adds smart automation, and gives your team structured handoffs with visibility and accountability.

  • Combine automation with human-in-the-loop steps
  • Built-in approvals, routing, and progress tracking
  • Seamless Slack, email, and app integration
  • No-code interface built for operations teams
Relay.app human-in-the-loop approval after AI Data Extraction from a PDF invoice
Relay.app invoice and email parsed data, entered in the CRM (SmartSuite) after human approval
Original pdf invoice

Who is Relay for?

Relay is perfect for:

  • Revenue ops teams managing lead approvals and routing
  • Customer success teams coordinating onboarding checklists
  • Marketing teams handling content approvals or campaign sign-offs
  • Any team that’s tired of chasing tasks across tools

If your workflows involve multiple people, approvals, or dependencies, Relay helps you keep it on track and measurable.

Relay.app execution to extract the email’s PDF information and seamlessly deliver it to the CRM system
Relay.app human in the loop notification email with data extracted by OpenAI

Common Use Cases

Lead Handoff
When a new lead hits your CRM, Relay can wait for manual review, assign a rep, then notify via Slack and update your sales system.

Onboarding Checklist
New customer? Relay can coordinate tasks across sales, success, and finance, ensuring nothing slips through the cracks.

Internal Approvals
Need someone to review a contract, design, or outreach sequence? Build a repeatable workflow that triggers approvals and logs every step.

Churn Escalations
Detect at-risk accounts and trigger proactive steps, assign tasks, notify managers, and track resolution.

Relay.app approval process waiting for execution

How Relay.app Stands Out

Feature Relay.app Zapier Make
Human-in-the-loop ✅ Built-in ❌ No ⚠️ Requires custom logic
Slack + email actions ✅ Native ✅ Basic ✅ Custom setup
Approvals & sign-offs ✅ Yes ❌ No ⚠️ Manual
Visual flow builder ✅ Yes ✅ Yes ✅ Yes
Designed for teams ✅ Yes ⚠️ Individual workflows ⚠️ Technical users

Relay is built for structured collaboration, not just moving data from A to B.


Our Relay Services

We help businesses integrate Relay with their systems and get ROI fast.

Use Case Design
We work with your team to identify and design the most valuable handoff flows.

Workflow Setup
We configure the flows, map out stakeholders, and build your logic with full visibility.

Slack & CRM Integration
We connect Relay to your Slack, CRM, forms, and more, so nothing slips through the cracks.

Team Enablement
We train your team to build and maintain flows without needing to code.


Let’s streamline your handoffs

Relay.app is the glue between people and process.
If your internal workflows feel manual, slow, or unclear, we can help fix that.


Want to connect Relay with your existing CRM or forms?

We specialize in integrating Relay with platforms like:

We’ll make sure your tools work together seamlessly, with human clarity where it matters.

What is Relay.app?

Relay.app is a modern workflow automation platform designed to combine automation with human-in-the-loop approvals and task handoffs. It helps teams manage processes that still need human input while eliminating back-and-forth via email or Slack.

Does Relay.app support AI integrations?

Yes. Relay.app makes it easy to integrate AI services into your workflows, such as using AI to extract data from emails or PDFs, generate content, or trigger actions based on AI outputs. You can combine automated AI tasks with structured human approvals, giving you control where it matters.

Why use Relay.app instead of Zapier, Make, or n8n?

While platforms like Zapier, Make.com, and n8n are excellent at moving data between systems, they can lack of easy ways to have built-in human-in-the-loop steps.
Relay.app fills this gap by offering native approvals, structured handoffs, and task tracking.
We easily see customers leveraging multiple platforms at the same time for their specific benefits and to overcome their limitations and to extend their capabilities.

Is Relay.app a reliable solution for business automation?

Yes. While Relay.app is a relatively new platform, it’s built by experienced founders and is evolving rapidly. Its focus on real-world team collaboration and human involvement makes it a practical choice for businesses needing both automation and control.

How can we help you with Relay.app?

We help you design, build, and integrate Relay.app into your existing tools like HubSpot, Salesforce, Slack, or your CRM, and if it is beneficial, we can add a sprinkle of AI to it.
Whether you are adding AI-powered steps or improving human approvals, we ensure your workflows run efficiently without losing human clarity and oversight where it matters.