Relay
Relay builds workflows that include a human approval step where it matters, rather than running fully automatically. We use it for processes that need a sign-off before moving forward, with a full audit trail of every decision made.
Book Free Audit →Where Relay fits best
- •Fully automated workflows acting on data that sometimes needs a human check
- •Approval chains happening over email with no tracking or audit trail
- •Teams missing steps because there's no handoff trigger or reminder
- •No record of who approved what or when a decision was made
Common Relay automations
Contract approval workflows
A contract is drafted and routed to the right approver automatically. It only moves to the next step once a human has reviewed and confirmed it.
Invoice review before sending
Invoices above a set threshold pause for manager review before being sent, so errors are caught before they reach a client.
Content review gates
Content or communications routed to a reviewer before publishing or sending, with the full context and approval history recorded automatically.
Onboarding checklist handoffs
New client or employee onboarding tasks assigned and tracked step by step, with each stage moving forward only when the previous owner confirms completion.
Refund approval flows
Refund requests above a threshold routed to a team lead for approval before the transaction processes, with a record of every decision.
Purchase order sign-off
Purchase requests routed to the right approver based on amount or category, with automatic escalation if a decision isn't made within a set timeframe.
Works well with
Frequently asked questions
What makes Relay different from Make or n8n?
Relay is built for workflows that need a human in the loop. Instead of running fully automatically, a step can pause and wait for a team member to review and approve before continuing.
What processes are a good fit for Relay?
Contract approvals, invoice review before sending, purchase order sign-off, content review gates, onboarding checklist handoffs, and any process where someone needs to see and confirm before the next step runs.
Can Relay connect to our existing tools?
Yes. Relay connects to tools like HubSpot, Xero, Slack, and others so approvals happen in context and the outcome flows back into your existing systems automatically.
Automate the process. Keep the human where it counts.
Book a free audit and we'll identify which workflows in your business need a human gate.
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