Relay reads and routes your email, keeps your CRM in sync with your spreadsheets, and sends the daily and weekly reports for you. It plugs straight into the tools your team already uses.
Live activity
Harbor & Pine Consulting
Triage bot
Labeled “Sales lead” · routed to Daniel Ortiz
Gmail · 98% confidence
Triage bot
Booked “Discovery call, Lumen Freight” Thu 10:30
Google Calendar
Sync bot
18 rows pushed from “Leads 2026” to HubSpot
Google Sheets → HubSpot
142
emails triaged today
1,284
CRM rows synced
11.5 h
saved this week
Choose your role to explore the prototype.
No new software to learn. The bots work inside the tools you already open every morning.
Sign in once to Gmail or Outlook, Calendar, Sheets or OneDrive and your CRM. No migration, no new software for the team.
Labels, owners, column mappings and report schedules are set together in a 1 hour session, then tuned on real data.
The bots work in the background. You review drafts when you want, and the dashboard alerts you if anything fails.
Average for a 20 to 30 person office
11.5 hours saved per week
Every bot ships with what your team needs to run it, adjust it and pass it on.
Source-controlled code
Clean, commented code or no-code scenarios in your own Git repository.
Setup and configuration guide
Step by step: credentials, rules, mappings and schedules.
Walkthrough video per bot
A screen-share recording of each bot running end to end.
No. Relay plugs into what you already use: Gmail or Outlook, Google Calendar, Google Sheets or Excel on OneDrive, and HubSpot, Salesforce or an equivalent CRM.
The demo runs on mock data from a 24 person consultancy. Click anything.
Open the triage bot