Relay Marketing
The whole marketing function in one app. Capture leads from your campaigns and move them through a clean lifecycle, run the demand engine that repurposes content into channel-native creatives and takes campaigns from plan to measured, and read campaign performance against your real lead book. A new lead is auto-enriched and can fire a welcome creative. One install, one app. Everything installs offline. Relay never sends your data to Orionfold.
Workflow Hub viewExplicitLead funnel
Workflows
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.
Take a researched lead through a single compliant outreach: draft the message, gate it through the outreach guard (go/fix/no-go), log the touch, and set the follow-up. Two human checkpoints — approve the draft, and confirm the send — so nothing leaves without review. Run on demand, or on the list-hygiene schedule to reconcile stale leads.
Run asks a few questions, then starts a workflow you can watch. Create workflow saves a draft to run later.
A new lead lands and this pipeline researches it, screens it against the six intake gates, fit-scores it, and writes a research dossier — so every lead enters the book already qualified against the consent policy. Fires automatically on a new lead (row-insert trigger); a human checkpoint approves the screen verdict before the lead is marked ready.
Runs on its own when you add a row to the Leads table
A new source content asset lands and this pipeline repurposes it into channel-native creative drafts — one per target channel and format — matched to the asset's funnel stage. Fires automatically on a new content asset (row-insert trigger). A human checkpoint approves the briefs before the drafts are written.
Runs on its own when you add a row to the Content Assets table
A new lead lands in the shared lead book and this pipeline queues a welcome creative for their attributed campaign — the concrete cross-child reaction that the Marketing bundle makes possible. Fires automatically on a new lead (row-insert trigger on the CRM-owned `leads` table); it only lights up inside the bundle, where the CRM and Social packs share one app. A human checkpoint approves the creative before it is drafted.
Runs on its own when you add a row to the Leads table
Take a campaign from plan to measured: compose it from the catalog, channels, and drafted creatives; set the UTM that leads attribute back to; pre-load each channel's compose surface for the operator to publish; and measure the results back onto the campaign. Human checkpoints approve the plan and confirm each publish — nothing goes live without review.
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
5
Tables
8
Schedules
2
Owned tables (8)
display_name, email, stage, direct_status, segment, source_origin, source_campaign, owner, last_touch, notes
lead_id, target_offering, fit_score, role, company, location, likely_pain, latent_need, email_status, last_researched
basis, mailable, scope, jurisdiction, cadence_cap, notes
title, type, collection, funnel_stage, promotes, repurpose_status, priority, owner
parent, promotes, channel, format, campaign, status, hook, cta
promotes, funnel_stage, starts, ends, status, utm_campaign, impressions, clicks, signups
platform, handle, url, funnel_role, audience, last_refreshed, refresh_status
title, intent_kind, status, attached_campaign, primary_kpi, budget_envelope_usd, target_cac_usd
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.
