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
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
Adding steps is as simple as typing what should be done and pressing ENTER
Next, let’s give the new playbook a name.
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👷 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 Untitled playbook
in the header
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.