The Workflow I'm Obsessed with Right Now
And, I can’t stop talking about.
I have a rule about software: test it for two weeks, name the exact problem it solves, then buy. I’ve broken it twice in ten years.
Relay.app broke it in two days.
I finished a client call, went to write a follow-up email, and the draft was sitting there waiting. It included a summary of our discussion, the client’s action items, and my next steps. It was warm, clear, in my voice, and ready to review and send.
I'd set up the workflow the day before and forgotten about it entirely.
The draft reminded me.
What is Relay?
Relay.app is a workflow automation tool — think Zapier, but built with AI from the start. One particular feature changes everything: the human checkpoints.
Most automation tools are binary: it runs, or it doesn’t. Relay adds a third option — the pause. A workflow can stop, hand you a draft, wait for your edits, then continue.
For client communication, this distinction matters. You’re not handing the wheel to a robot. You’re handing the prep work to one — and keeping the judgment for yourself.
Relay connects to Gmail, Google Calendar, Outlook, Notion, Slack, Dropbox, and hundreds of other tools. You can build your first workflow without a developer or a YouTube tutorial. And the entry-level tier is free.
The Automatic Recap Email, Step by Step
If you’re not familiar with Fathom, it’s free, joins your Zoom calls, records them, and writes a structured summary with key points and action items the moment the meeting ends. That summary feeds this entire workflow.
Step 1: Set up your playbook trigger.
In Relay, create a new playbook and choose the trigger “New Fathom meeting transcript available.” The workflow will automatically fire whenever Fathom finishes processing a recording — no manual work needed.
Step 2: Add an AI decision step.
Add an AI step that reviews the transcript and determines whether a follow-up email is warranted. This step is where you tell Relay what to look for — was this a client meeting? A consultation? An internal call? You define the conditions; the AI does the screening. Calls that don’t meet your criteria stop here. No unnecessary drafts cluttering your inbox.
Step 3: Draft the email.
If the AI determines a follow-up is needed, it drafts one. Your prompt tells it what to include — a summary of the discussion, the client’s action items, your next steps — and how to sound: warm, clear, not stiff. The draft pulls directly from the transcript, so it reflects the actual conversation.
Step 4: Save to email drafts.
Relay saves the finished draft to your email client. Nothing sends automatically. It just sits there, ready when you are.
Step 5: Review and send.
Review the draft, make any edits, and send.
My total time on this last step: less than a minute.
We know the follow-up email matters. But you finish a call, you’re already thinking about the next thing, and the thoughtful recap you meant to write becomes a two-line “great chatting, I’ll be in touch.”
This workflow closes the gap without adding time to your day. The draft is waiting when you’re ready. Your clients get a clear, organized summary of everything you covered. And you look like the most attentive attorney they’ve ever worked with — because you are.
Here’s to working smarter (and your new obsession),
Lauren
P.S. Fathom is free. Relay has a free tier generous enough to run this workflow. The only investment is an hour to set it up — and you earn that back the first week.