Approvals and activity

Let AI move fast without letting it act blindly.

See the exact action, why Relay prepared it, what will change, who must approve it, and what happened after execution.

Keep your CRMStart with one jobApprove what matters
01

Before

Review the source, recipients, message, record changes, risk, policy, and consequence in one approval packet.

02

During

Relay binds the approved action to the exact content and refuses changed or expired work.

03

After

Completed actions, provider responses, failures, retries, and recovery stay visible in activity history.

The useful part

Approval is a product experience, not a pause button.

Relay separates what can run from what needs judgment. The reviewer sees the decision in business language, without tracing nodes or reading an automation log.

  • Exact action preview before execution
  • Approver, time, source, and consequence attached
  • Failure and retry history visible after the decision
Relay approval and activity briefing
Real workflows

See the trigger, action, boundary, and result.

Relay is easiest to understand through the complete job, not a list of features.

01

Customer email with CRM changes

Trigger
Relay prepares post-meeting follow-through.
Relay
Show the exact email, attachment, recipients, and two proposed CRM changes.
Approval
One reviewer approves the complete action as presented.
Result
The message and record updates complete together with activity saved.
02

Commercial exception

Trigger
A proposed discount or term needs judgment.
Relay
Show the requested change, policy boundary, source evidence, and financial impact.
Approval
Route to the person with authority before the quote changes.
Result
The final commercial record matches the approved decision.
03

Failed external action

Trigger
A provider rejects an approved action.
Relay
Keep the failure, provider response, and safe recovery options attached to the original approval.
Approval
Ask again only when the retry changes the consequence.
Result
The team can recover without guessing what already happened.
A controlled first week

Start with one job. Earn the next one.

01

Choose one recurring job and a real example.

02

Connect only the systems that job needs.

03

Set the approval boundary and run a controlled test.

Start small

What is the first job you want off your plate?

Connect only the tools that job needs. Set the approval boundary. See the result before expanding.