Workflow Automation

Automate the Repetitive, Focus on the Complex

Set up rules that automatically tag, route, prioritize, and respond to tickets. Free your team from manual work so they can focus on customers.

60%
Tickets Auto-Processed
15hrs
Time Saved/Week
99%
SLA Compliance

Why Teams Love Workflow Automation

Zero Manual Triage

Tickets are automatically categorized, prioritized, and assigned.

Instant Auto-Responses

Send acknowledgments and set expectations immediately.

Consistent SLA Compliance

Automations ensure no ticket falls through the cracks.

Scale Without Hiring

Handle growing volume with the same team size.

What You Can Do

🎯

Trigger-Based Rules

Fire automations based on ticket content, customer data, or time.

🔗

Multi-Step Workflows

Chain actions together for complex automation sequences.

🧠

Conditional Logic

Use if/then conditions to handle different scenarios.

Time-Based Triggers

Escalate or follow up based on SLA timers.

Common Use Cases

Auto-tagging by keyword
Routing to specialized teams
Escalating VIP customers
Sending CSAT surveys
Closing stale tickets

Frequently Asked Questions

How do I create an automation?

Use the visual rule builder to set triggers (when), conditions (if), and actions (then). No coding required.

Can automations conflict with each other?

Relay shows you when rules might conflict and lets you set priority order.

What actions can automations perform?

Tag, assign, prioritize, respond, add notes, notify, update fields, trigger webhooks, and more.

Ready to Try Workflow Automation?

Start your free trial and see how Workflow Automation can transform your support workflow.

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