Business functions that a Relay.app Expert like me can help you with
Sales
Automate adding of leads directly to CRM, creating automated follow up activities, adding checklists for every stage in the sales process
Operations
Sync data across multiple SaaS systems, keeping eCommerce, Fulfilment, and Accounting in sync, notifying customers using emails and texts
Human Resources
Automate admin and office processes, build internal data collection systems, send important notifications, run surveys and collect responses
Benefits of using a business process automation tool like Relay.app
Save Time
Set up an automation once, watch it work like clockwork – or don’t, because it works flawlessly if done right
Reduce Errors
Eliminate scope for manual data entry errors by using technology to complete well-defined tasks and processes
More meaningful work
Add meaning to the lives of your team by eliminating mundane chores and giving them more meaningful responsibilities
What can you automate in your business?
Use my skills as a business automation/Automation Consultant to make your SaaS applications talk to one another.
Save files from emails/orders
Store digital assets in a cloud storage solution like Google Drive, Dropbox, etc.
Automate spaced tasks/activities creation
Create the next task/activity in a follow-up sequence at regular intervals to set up the cadence.
Capture custom events using webhooks
Use webhooks to automate tasks that aren’t a part of the standard offering of the SaaS platform.
Schedule tasks at regular intervals
Set up a set of tasks to repeat every hour, every day, or every week to automate mundane tasks that have a standard operating procedure.
Set up notifications for RSS feed updates
Notify time-sensitive RSS feed updates using email or text by setting up an RSS feed in Relay which is triggered by webhooks.
Backup data from SaaS platforms periodically
Use Flatly or Coupler to periodically back up your data from SaaS platforms in destinations like Google Drive, Big Query, AWS, etc.
Create order fulfillment requests
Send new order information to order management systems and fulfillment centers from Shopify, WooCommerce, etc.
Send conversion events to ad platforms
Notify intermediate lead conversion events back to ad platforms like FB to ads improve ads targeting and audience building.
Record event and calendar bookings
Log meetings/cancellations in a Google Sheets workbook and in a shared calendar for everyone to be on the same page.
Send new leads to CRM
Facebook Lead Gen, Website Contact Forms, Chatbots, Typeform, etc. to Pipedrive, Hubspot, FreshSales, Salesforce, etc.
Add subscribers to marketing lists
Lead magnets, website popups, Lead Gen, Contact Forms, Chatbots, etc. to Klaviyo, Mailchimp, ActiveCampaign, MailerLite, etc.
Report email subscriber activity to CRM
Send user activity events like email opens, email clicks, website visitors, product checkouts, etc. to CRM and to salespeople.
Reviews from founders who have worked with me to automate their businesses
Testimonials from my Automation Consulting clients who have hired me as an Automation Expert
Frequently Asked Questions (FAQs) about Relay.app
Contact
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