Creating a new Playbook

After signing in to Relay for the first time, you’re greeted with an empty dashboard.

An empty workspace in Relay – you’ll see this when you first sign in

An empty workspace in Relay – you’ll see this when you first sign in

Defining the initial Playbook structure

Our playbook has 4 steps. Steps are a very important concept in Relay – they represent a piece of work that needs to be done. Each step in the playbook is either

<aside> 👷 Do it yourself:  Get started by simply writing down all the things that should be done. We’ll distinguish between tasks and automations later on when we configure the steps.

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The basic playbook outline consisting of 4 steps

The basic playbook outline consisting of 4 steps

Adding steps is as simple as typing what should be done and pressing ENTER

Adding steps is as simple as typing what should be done and pressing ENTER

Giving the Playbook a name

Next, let’s give the new playbook a name.

<aside> 👷 Do it yourself:  Click on the Untitled playbook title on top of the screen and give the playbook a new name, e.g. Client Onboarding.

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Name your playbook by clicking on  in the header

Name your playbook by clicking on Untitled playbook in the header

Defining Roles (templates for assignees)

Steps are typically assigned to a role, but can also be assigned directly to a person. Think about roles as “templates for people”. In our client onboarding playbook, a number of tasks need to be performed by a Customer Success Manager (CSM). As your team might have multiple CSMs, Relay lets you define a role (e.g. called CSM) that will map to the specific individual for each individual run.