001 — A FIELD MANUAL/POST-CALL WORKFLOW ENGINE

Calls end.The admin’s already done.

Relay is a post-call workflow engine. It listens to every client conversation, classifies what happened, and runs the workflows you’ve built — drafted emails, CRM fields filled, tasks created, follow-ups booked — inside the tools your team already uses.

ON THE CALL

“Yeah, I’d lovean Appraisal

APPRAISAL BOOKED · 3 ACTIONS
  • HubSpot
    HubSpotLEAD UPDATED
    24 Marine Pde, Burleigh · stage = appraisal
  • Google Calendar
    Google CalendarHOLD PLACED
    Appraisal — Thu 4:00pm · agent assigned · 30 min
  • Outlook
    OutlookEMAIL DRAFTED
    Confirmation + what to expect · to owner

One line on the call · 3 actions · zero keystrokes.

FIG. 1/OPEN INFRASTRUCTURE

Connects to your existing infrastructure.

No new dialler. No new CRM. No new inbox. Relay slots into the tools your team already uses — and your existing wiring stays intact.

Relay
002/MECHANISM

One call in. The whole follow-up out.

01 · CAPTURE

It hears the call.

Whatever your customers ask for — a quote, a callback, an appraisal — Relay is on the call, listening across every industry you serve.

CALL · INBOUND

“Yeah, I’d lovean Appraisal

02 · EXTRACT

It pulls the details that matter.

Names, numbers, intent — each value lifted from the call and scored with its own confidence.

EXTRACTED · 5 FIELDS
  • contact.name
    Sarah Chen0.98
  • company.name
    Northwind0.98
  • deal.value_aud
    $60,0000.94
  • deal.start_quarter
    Q20.92
  • next_step
    Intro CFO · next week0.91
03 · CLASSIFY

It decides what happened.

When the call ends, Relay picks one outcome from the taxonomy your admin defined — with the verbatim quote that proves it.

OUTCOMECLASSIFIED

Qualified.

CONFIDENCE0.94 · above auto-approve thresholdSOURCE“Around sixty K annual. We'd want to start in Q2.”
04 · CASCADE

It runs your workflow.

CRM updated, email drafted, follow-up booked, the team notified — automatically. You approve; Relay does the typing.

WORKFLOWS · OUTCOME = QUALIFIED
  • HubSpot
    HubSpot
    DEAL CREATED
    Northwind — $60k · Q2
  • Gmail
    Gmail
    EMAIL DRAFTED
    Re: following up on our call
  • Google Calendar
    Google Calendar
    HOLD PLACED
    CFO intro · Tue, next week
  • Slack
    Slack
    POSTED #wins
    Northwind — qualified ($60k)

4 systems updated · zero keystrokes.

003/THE WORK BEHIND THE WORK

Anyone who lives on the phone is also a stenographer, an email-drafter, a calendar-coordinator, a CRM-updater, a summariser. The call changes — a sale, a support case, a booking — but the second job never does. It’s the work behind the work. Relay finishes all of it the moment the call ends.

004
FROM THE FIELD
Our team was losing almost four hours a week to post-call admin. Relay reclaimed it — the emails, the CRM updates, the calendar holds, the note to the rest of the team — all of it already done before the next call.
Dani Holloway
Dani Holloway
HEAD OF OPERATIONS · KESTREL ESTATES
005/BEFORE / AFTER
CRM update
Without Relay

Typed in by hand after the call

With Relay

Written the moment the call ends

Follow-up email
Without Relay

Drafted later, if there’s time

With Relay

Drafted before the next call connects

Calendar holds
Without Relay

Someone tabs over to the calendar

With Relay

Slot held, invite drafted, attendees copied

Team notification
Without Relay

“I’ll let the team know later”

With Relay

Posted to the channel with the call summary

Downstream systems
Without Relay

Manual export · CSV · maybe Zapier

With Relay

Webhooks fire to whatever you POST to

What it costs your team
Without Relay

Three to four hours per week

With Relay

Zero

006/BOOK A DEMO

See Relay run on your stack.
Onboarding takes 15 minutes.
Pricing tailored to your team.

Talk. We type.