Streamline Your Task Management 🚀 | SmartSuite x Relay Integration Demo

In the world of productivity and automation, there's always excitement when new integrations are introduced. These integrations can open doors to new tools and functionalities that enable users to accomplish even more than before. And one such integration that has recently caught our attention is the integration between SmartSuite and Relay.

SmartSuite, a popular no code tool, has long been known for its robust task planning and project management features. It has been a favorite among users looking for a powerful yet user-friendly solution. And now, with the introduction of the integration with Relay, SmartSuite takes productivity to a whole new level.

But what is Relay, and why is it so noteworthy? Relay is an automation tool that combines the power of automation with the human touch. It allows users to create sophisticated workflows that involve human decision-making, making it perfect for scenarios where human judgment is required. This puts users in control while still leveraging the efficiency of automation.

In this video, Gareth from GAP Consulting walks us through the process of setting up an automation in Relay using SmartSuite as the starting point. But before we dive into the details, Gareth invites viewers to join a free automation training that covers the fundamental building blocks of automation. It's a great opportunity for beginners or those in need of a refresher to learn the basics and start saving time.

To follow along with the video, viewers are encouraged to open SmartSuite and Relay on their screens. If they don't already have accounts, Gareth provides links where they can sign up for free trials of both tools. This ensures that viewers can grasp the concepts and try out the integrations themselves.

Inside SmartSuite, Gareth starts with a simple task list. He demonstrates how SmartSuite handles task management, including priorities, statuses, and due dates. SmartSuite's feature of flashing overdue tasks in red catches the eye, making it easier for users to stay on top of their responsibilities. Additionally, Gareth shows viewers a task overdue formula he created in SmartSuite's advanced editor. This formula displays the word "overdue" next to tasks that are not yet completed and have passed their due dates. It's a handy visual aid for managing deadlines and priorities.

Now that we have a clear understanding of SmartSuite's capabilities, Gareth takes us into Relay to set up an automation. Inside Relay, Gareth creates a workflow that incorporates human decision-making. The automation starts with a prompt asking the user if they want to proceed with a specific task. Depending on their response, the automation will take different paths. In one path, if the user chooses to proceed, a message is sent to a designated Slack channel as a reminder. In the other path, if the user decides not to proceed, the automation stops.

To put the automation to the test, Gareth modifies a task in SmartSuite to make it overdue. Upon saving the changes, a notification from the Relay app appears in Slack, asking for user input. Gareth demonstrates how the automation waits for the user's response before proceeding further. Users can choose to open the task in Relay or fill out a form directly in Slack. The automation reacts accordingly based on the user's choice, either sending a reminder to the designated Slack channel or stopping the automation.

Although Gareth only scratches the surface of Relay's capabilities in this video, he highlights its unique per user pricing structure. With Relay, users can share automations effortlessly and bring in new team members with ease. This flexibility makes it an attractive option for teams of all sizes.

Ultimately, the integration between SmartSuite and Relay introduces a powerful combination of task management and automation with a human touch. Users can now enhance their productivity by leveraging the strengths of both tools. The possibilities are endless when it comes to streamlining workflows, reducing manual work, and increasing efficiency.

If you're curious about how to make the most out of this integration or want to share your own experiences with SmartSuite and Relay, leave a comment below. And don't forget to check out Gareth's video for a detailed walkthrough of setting up the automation. Happy organizing and automating!