How to Use Relay.app

Getting started with Relay.app

In this guide, you will learn how to set up Relay.app and create your first automated workflow with human oversight. By the end, you'll be able to automate tasks while keeping manual approval steps in place.

Step 1: Sign up and set up

1. Go to Relay.app.
2. Click on the Sign Up button in the top right corner.
3. Enter your email address and create a password, or sign up using a Google account.
4. Confirm your email if prompted. Once logged in, you will be directed to your dashboard.
5. Familiarise yourself with the interface, where you can find options like Workflows, Credits, and Settings.

Step 2: Your first workflow

1. From the dashboard, click on the Create Workflow button.
2. Choose a trigger for your workflow, such as "New Document Uploaded".
3. Select an AI action, like "Summarise Document". Click on the action and configure it by specifying the document type and any relevant parameters.
4. Now, add a Manual Approval step by clicking on the plus icon (+) below the AI action. Select Approval from the list of options.
5. Set up the approval criteria and assign it to a team member. Click Save to finalise your workflow.
6. Test your workflow by uploading a document to see the AI summarisation and the approval step in action.

Step 3: Get better results

• Experiment with different AI actions to see which best fits your needs. Relay.app supports various tasks, including summarisation, image generation, and data extraction.
• Use the Settings menu to adjust your user preferences and notification settings, ensuring you receive alerts for approval requests.
• Monitor your workflow performance in the Analytics section to see how many steps you’ve used and how efficiently your workflows are running.

Pro tip

Take advantage of the Templates feature. Relay.app offers pre-built workflows that you can customise, saving you time in setting up repetitive tasks.

Common mistake to avoid

Avoid skipping the testing phase. Always test your workflow after creation to ensure that both the AI actions and manual approval steps function as intended. This will help prevent errors when the workflow is live.