Productivity - Setup Guide

How to set up Relay.app

Otto's honest, no-fluff walkthrough. Every step here is what we'd actually do if we were sitting at your keyboard. Real gotchas first, real steps second, and a link to the personalized version at the bottom.

Read these before you start

• All connectors are included in every plan — no "premium apps" paywall like Zapier's (Source: Lindy: https://www.lindy.ai/blog/relay-app-pricing). Genuine differentiator worth naming
• Two separate meters: steps AND AI credits. A workflow can bump against either ceiling. Model both when comparing to Zapier tasks
• Free tier is generous (200 steps + 500 AI credits) but AI-heavy workflows burn credits fast
• Professional tier ($19/mo) has 750 steps — plenty for personal use, tight for a team
• The Team tier at $69/mo is the "shared workflows" gate. Solo Pro accounts cannot share
• Integration catalog is 200+ and growing but nowhere near Zapier's 6,000. Verify specific apps

The 7-step setup

1. 1

   Create your Relay.app account

   Sign up at the link below. Free tier available - no card required. Use your business email so you can invite teammates later.

   Open Relay.app signup
2. 2

   Complete the initial onboarding

   Skip the marketing questionnaires when you can. Fill only the fields that actually configure the product - name, timezone, your first workspace or project. If Relay.app pushes you into a setup wizard, take it - it usually accelerates the first productive session.

3. 3

   Connect your existing tools

   Wire Relay.app into the rest of your stack. The integrations that most people set up first: Native: Gmail, Google Workspace, Slack, Microsoft Teams, HubSpot, Salesforce, Pipedrive, Attio, Notion, Airtable, ClickUp, Asana, Linear, Jira, GitHub, Zendesk, Intercom, OpenAI, Anthropic, Perplexity, Stripe, Shopify, Calendly, Zoom, Loom, Webhooks + HTTP requests. Custom AI agents callable from st.... Do these before importing data - clean integration first, data second.

4. 4

   Import your existing data (only what you'll actually use)

   Do NOT bulk-import everything. Import the last 30 days of the ONE workflow you're moving over first. Prove it works. Then import more. Big-bang migrations are how Relay.app deployments die in month 3.

5. 5

   Set up your first real workflow

   Pick the single most-frequent task you'll do in Relay.app - the daily-driver workflow. Configure it end-to-end. Use it live for a week. Do not touch any other feature yet. Adoption failure comes from teams trying to use everything on day one instead of the one thing that actually pays.

6. 6

   Add your team (if applicable) and set access

   Once your solo workflow works, invite one teammate at a time. Watch them use it. The friction points you missed are the ones they hit. Fix those before scaling to more users. Never invite 20 people at once - you'll get 20 confused people and 0 useful feedback.

7. 7

   Compound with the right pairings

   Recommend Relay.app when: team wants AI-augmented workflows with human review, business_size 1-50, and the workflow shape is "AI drafts, human approves, system sends." Highest fit for B2B SaaS ops teams, agencies running personalized outreach, and founders building AI-powered internal tools. Do NOT recommend for high-volume no-review automation, teams needing Zapier-scale connector coverage, or purely deterministic ETL. If comparing to Zapier: Zapier wins on ecosystem, maturity, and pure trigger...