Relay Agency Pro
The agency operating system on top of the free Relay Agency verbs: a scheduled finance cockpit, row-triggered intake pipelines, a new-business machine that fires on its own, and client-safe governance with an audit export. The automation layer, vertical-neutral — industry delivery lives in its own installable pack.
Workflow Hub viewExplicitWorkflows
Runnable pack actions and automation entry points.
Each card below is a workflow this app can run.
- 1Pick a workflow below.
- 2Click Run to start it.
- 3Watch it finish in Monitor.
Prospect to signed-ready: research and qualify the prospect, draft the capability pitch, the scoped proposal, and the engagement letter, then stage the kickoff so a won deal becomes an operating client without a dropped handoff.
Run asks a few questions, then starts a workflow you can watch. Create workflow saves a draft to run later.
The scheduled close: roll up every client's month — work delivered, retainer and fees due, AI spend attributed — draft the invoice lines into the engagements ledger, and put per-client margin on one screen. Runs on the 1st for the month just ended; every variable has a default so the scheduler can fire it with no input.
Run starts it now. Create workflow saves a draft.
Fires automatically when a row lands in the intake table (row-insert trigger) and routes the work by service under the right client, then updates the row's status so the queue stays honest. If an industry pack is installed, its delivery workflows are the services this router hands work to.
Runs on its own when you add a row to the Intake table
The trust instrument: assemble a client's runs, spend, and approval trail for a period into a client-ready governance report — failures included, nothing estimated, one client per export.
Run starts it now. Create workflow saves a draft.
Pack composition
This installed pack owns the primitives below. Tables link directly to their data views.
Agents
6
Workflows
4
Tables
2
Schedules
1
Cost policies
Pack limits are recommendations. They affect scheduled runs only after you accept or edit them.
Whole app
No policyCombined spend across every schedule in this app.