Streamlined project initiation
Automatically create a new project in Todoist when specific triggers occur in your business apps. For instance, every time a deal is marked as 'won' in your CRM, Relay can kick off a new project creation in Todoist for fulfilling the customer's order. You can also set up Relay to populate the new project with a set of predefined tasks to get your team started immediately.
AI-driven task management
Incorporate AI to handle routine information processing. For example, Relay can generate a task in Todoist whenever an email labeled 'urgent' arrives in your Gmail. The AI assistance can help you by summarizing the email content as task descriptions and setting appropriate priorities and deadlines, all without manual prompting.
Automated task completion workflows
Connect Todoist with time-tracking or project management tools to trigger task completion. Once a time entry for a task is stopped in your time-tracking app, Relay ensures that the corresponding task in Todoist is marked as complete. This helps maintain consistency between different platforms and provides your team an accurate overview of the project's progress.
Dynamic task updates
Keep tasks up-to-date by automating synchronization between Todoist and your team’s tools. Imagine you have a shared spreadsheet where multiple stakeholders update progress; Relay can monitor changes and reflect these in the status of related tasks within Todoist. This presents a coherent view of progress across all platforms, reducing redundancy and potential oversight.