Board deck prep, market analysis, competitive intel, and OKR tracking for executive decision-making.
Example Tasks
Draft the narrative section of our next board deck covering ARR growth, net retention, and key wins from the quarter
Analyze the competitive landscape for workflow automation tools and summarize where Relay Platform is differentiated vs. Zapier, Make, and Tray.io
Review our company OKRs for this quarter and flag any that are off-track with recommended corrective actions
Pipeline analysis, sales email sequences, competitive battle cards, and QBR prep for the sales team.
Example Tasks
Analyze our current pipeline and identify the top 5 deals most likely to close this quarter with recommended next steps for each
Write a 3-email outbound sequence targeting VP of Operations at mid-market logistics companies who are still using manual workflows
Create a competitive battle card for when prospects are also evaluating Zapier, highlighting where Relay Platform wins on enterprise features
📣 Demand Engine Head of Marketing
Try it → Blog content, product launch campaigns, SEO keyword strategy, and webinar planning for demand generation.
Example Tasks
Write a blog post titled 'Why Mid-Market Ops Teams Are Ditching Spreadsheet Workflows in 2026' targeting operations managers evaluating automation tools
Plan a product launch campaign for our new Salesforce integration including timeline, channels, messaging, and success metrics
Research and recommend 15 high-intent SEO keywords we should target for bottom-of-funnel content around workflow automation
⚙️ Ship Commander VP Engineering
Try it → Sprint summaries, tech debt tracking, incident postmortems, and release notes for the engineering team.
Example Tasks
Generate a sprint summary for Sprint 24 including velocity, completed stories, carryover items, and blockers to share with the leadership team
Audit our tech debt backlog and prioritize the top 5 items by impact on developer productivity and customer-facing reliability
Write an incident postmortem for yesterday's 45-minute API outage including timeline, root cause, impact, and action items
MRR/ARR dashboards, burn rate analysis, fundraising prep, and financial modeling for the finance team.
Example Tasks
Build a monthly SaaS metrics dashboard showing MRR, ARR, net revenue retention, gross margin, and burn rate with month-over-month trends
Analyze our current burn rate and project our runway under three scenarios: current growth, accelerated hiring, and reduced spend
Draft the financial data room checklist for a Series B fundraise including the key metrics and documents investors will request
👥 Culture Builder People Ops
Try it → Engineering job descriptions, interview rubrics, onboarding programs, and engagement surveys for the people team.
Example Tasks
Write a job description for a Senior Backend Engineer that reflects Relay Platform's engineering culture and attracts candidates who thrive in fast-paced SaaS environments
Create a structured interview rubric for a Product Manager role with scoring criteria across product sense, analytical thinking, and cross-functional collaboration
Design a 30-60-90 day onboarding program for new engineers joining Relay Platform covering tools, codebase, team norms, and first deliverables
Health score analysis, churn risk alerts, QBR prep, and feature request aggregation for customer success.
Example Tasks
Analyze our customer health scores and flag the top 10 accounts at risk of churn with specific warning signals and recommended interventions
Prepare a QBR deck for Acme Logistics covering their usage metrics, ROI achieved, adoption gaps, and expansion opportunities
Aggregate the top 20 feature requests from customer conversations this quarter and rank them by revenue impact and request frequency
🛠️ Ticket Solver Support Engineer
Try it → Bug triage, customer-facing responses, knowledge base articles, and escalation summaries for the support team.
Example Tasks
Triage this bug report: classify severity, identify likely root cause area, and recommend whether it needs immediate engineering escalation or can wait for the next sprint
Draft a customer-facing response for a user reporting that their scheduled workflows are failing intermittently since last Tuesday's release
Write a knowledge base article explaining how to configure webhook retry policies in Relay Platform with step-by-step instructions and common troubleshooting tips