In this webinar, we'll be joined by Jacob Bank, the CEO of Relay.app, a fast-growing next-generation workflow automation tool. Relay.app is unique in the ability to add human-in-the-loop steps for approvals, decisions, data input, and customization into your automated workflows. We'll show a demo of how you can use these features to uplevel some of your key GTM workflows like personalized welcome emails and CRM updates. Before starting Relay.app, Jacob was the PM Director at Google responsible for Gmail and Google Calendar.

This Video's Chapters:
00:00:00 - Introduction to Relay App and its Integration with SmartSuite
00:06:09 - Introduction to Relay: An Alternative Work Automation Tool
00:07:40 - Introducing Relay and its Pricing Model
00:10:38 - Creating a Playbook in Relay
00:12:17 - Creating a record in the SmartSuite table
00:14:14 - Creating a Workflow in SmartSuite
00:15:47 - Adding a Human in the Loop for Invoice Payment
00:17:29 - Updating Status and Payment
00:19:05 - End-to-End Demo: Updating an Invoice
00:20:36 - Setting up the CRM for Contact Inclusion in SmartSuite
00:22:09 - Checking for existing contact using email address
00:23:33 - Creating a New Activity in the Activities Table
00:25:14 - Automation in CRM: Adding a Contact
00:26:43 - Personalized Welcome Emails
00:28:14 - Automatic Assignment of Account Executives
00:29:57 - Using Relay to Automate Sales Workflows
00:31:45 - Integration and Functionality with Relay
00:33:16 - Advanced Features in Make
00:34:49 - AI Extraction and SmartSuite Records
00:36:44 - Sharing and Granting Access in Google Drive
00:38:33 - Implementing AI in Task Extraction
00:40:12 - Automating Email Classification
00:41:47 - Compatibility with SmartSite Email Processing
00:43:22 - Choosing the Right Email Tool for Your Business
00:44:57 - Using OpenAI API for SmartSuite Integration
00:46:34 - Support for User Inputs
00:48:03 - Combining Automation and Human Judgment
00:49:37 - Front App Integration and Future Outlook and Teams Integration
00:51:16 - Relay Hosting and Compliance
00:52:59 - Support Options for Relay