Connecting Email & SmartSuite Using Relay.app For Personalization

Video Description

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