Guides & Tutorials

Getting Started with Relay: creating & running your first playbook

Quick tips to make good playbooks great

Getting started videos

(Coming soon!) Reference

Navigation

Dashboard

Playbook Editor

Data tab

Run view

Manual run initiation

Inbox

Core concepts

Roles

Variables & Data Sources

Triggers

Tasks

Forms

Automations

Conditional steps and sections

Notifications

AI Autofill

Playbook settings

Permissions

Assignee experience

Completing tasks in Relay

Slack notifications

Email notifications

Advanced topics

Webhooks (triggers & automations)

Integrations

About the Relay app for Slack

About the Relay Lever integration

About the Relay Zoom integration

About the Relay Ashby integration

About the Relay DocuSign integration

Set up your account and workspace

Account settings

Connecting apps to Relay

Changing notification preferences

Workspace settings for Admins

Managing members in your Workspace

Configuring your Workspace