What people relay

Anything you’d otherwise send as a deck, a doc or a data room, and then explain on a call. A relay carries the doc for the person and the context behind it for their agent, guided by one purpose, and brings their questions back to you.

Raising and reporting

Where decks and data rooms usually go, with the reasoning attached.

Fundraising

relay my seed pitch to Jordan at Northstar Ventures for Thursday’s partner meeting

Their agent: Answers “why now?” and “why you?” in your words, and shows the slide behind each answer from the deck you attached.
Comes back to you: Valuation, terms and anything else you’d rather answer yourself.
You see: Who opened it, what they asked, and which slides they or their agent looked at.

Investor updates

relay our Q3 update to our investors for the quarterly update

Their agent: Walks each investor through what moved, what’s blocked and what you need from them.
Comes back to you: Intros they offer, questions on the numbers, and feedback.
You see: Next quarter is a new version of the same relay, with what changed, not another PDF.

Due diligence

relay our data room to Northstar’s deal team for their due diligence

Their agent: Answers their diligence questions from your documents and the answers you approved in advance, shows the page it’s citing, and says when something isn’t covered.
Comes back to you: Anything your materials don’t cover, and anything that needs a commitment from you.
You see: Which areas they dig into, so you know what the partners are worried about.

Board pre-reads

relay the board deck to our directors for Tuesday’s meeting

Their agent: Lets each director ask their agent about the deck before the meeting, instead of reading forty slides cold.
Comes back to you: Questions to answer before the meeting, not in it.
You see: What each director focused on, slide by slide.

Selling and partnering

Across companies, without a call for every question.

Sales proposals

relay our pilot proposal to Jordan at Northstar for sign-off by Friday

Their agent: Explains the scope, the pricing logic and why you chose them, to Jordan and to whoever they forward it to, like their CFO.
Comes back to you: Discounts, terms and commitments. Their agent can’t promise what you didn’t approve.
You see: Who read it and what they asked: three questions about security means a security review is coming.

Security reviews

relay our security answers to Acme’s procurement team for vendor review

Their agent: Answers the questionnaire from your approved answers, with the architecture document attached.
Comes back to you: Anything that needs a commitment, like signing their data agreement as-is.
You see: When the review moves, and which answers they keep coming back to.

Partners and integrations

relay our integration plan to Fieldwork’s engineering team for launch

Their agent: Answers implementation questions in your team’s words, from the plan and the trade-offs behind it.
Comes back to you: Changes they propose, as suggestions you accept or decline.
You see: When you change the plan, they get a new version with what changed.

Hiring

More than a job description or a résumé.

Role requirements

relay the FDE role requirements to HR for better candidate matching

Their agent: Screens on what the role really needs: the must-haves, the trade-offs you’d accept and what separates a strong fit.
Comes back to you: Edge cases, like a strong candidate missing one must-have.
You see: What HR asked, so you can tighten the brief.

Candidates

relay my career story to Northstar’s hiring team for the product lead role

Their agent: Answers their screening questions from what you’ve done, how you work and what you’re looking for, in your words.
Comes back to you: Questions about pay and anything else you want to discuss yourself.
You see: That they read it, and what they wanted to know.

Working together

Handoffs that don’t need a meeting.

Client work

relay the campaign plan to our client at Brightline for approval

Their agent: Walks the client through the plan and why each choice was made, and keeps the decided and the open apart.
Comes back to you: Their feedback and counter-proposals, ready for you to fold into the next version.
You see: Approval moving forward, version by version.

Handoffs

relay where the Q4 launch stands to Jordan for covering my leave

Their agent: Gives Jordan what’s decided, what’s open and who to call, so their agent can pick it up from there.
Comes back to you: Anything Jordan shouldn’t decide without you.
You see: You can revoke it when you’re back.

Asking for context

ask Jordan to relay me the pilot requirements for scoping

Their agent: Jordan gets one line to paste into their agent. It drafts the requirements from what it already knows, and Jordan approves them.
Comes back to you: The requirements, as a relay your own agent can work from.
You see: When they’ve sent it, without chasing.

Don’t see yours? Ask your own agent.

The Relay tour is a relay about Relay. Give it to your agent, tell it what you do, and it suggests what you could relay.

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