Relay
Relay is an AI notepad and relationship manager tailored for coaches, helping you to propel more clients toward their goals.
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Connect your calendar and bring your client data into Relay, then prepare a brief for each upcoming meeting. Adjust manually as you like. Keep your client’s unique details organized and surfaced just when you need them, no matter how many clients you serve.
Stay focused on your client’s needs in the moment while Relay captures what matters on supported native apps. Full transcripts are saved and turned into summaries you can edit and alter however you like. Share a follow-up note with takeaways and recommendations, while keeping your private working notes separate for you or your care team.
Keep the momentum going between meetings with automated reminders for next steps or action items. Shared tasks with both you and the client keep both parties in sync and simple dashboards help you keep track of where each client is in their journey.
Produce the right follow-up for the right audience, ensure your clients know what they need to work on next, and your care team knows how to best help when doing group sessions or handing off a client to another team member. Help each party stay in sync without the headaches and back and forth messages. Connect supported services such as Slack and email for follow-up.
Gather your own personal resources of expertise and share them with the right client at the right time. Build your library by importing links or other media, then use Relay’s AI to help organize it and bring relevant content into future meetings. Manually adjust anytime.
Relay isn’t just notes, create forms that fit your unique coaching process and gather customer data in a connected system so potential clients can sign up and connect to their own workspace with shared notes all in the same place. Keep track of the entire journey, even the funnel of potential leads or new signups who may become paying clients, all the way to success stories and outcomes.
You don’t need multiple tabs with meeting notes, spreadsheets, & expensive CRMs scattered about. Relay brings the work into one place and connects with your data and communication tools. Keep Slack and email alongside Relay, with notes, projects and forms in one workspace. Relay simplifies your work while saving you money and time.
Check Slack
Send to Slack
Open HubSpot
Review meeting notes
Update ClickUp
Scan Airtable
Search email
Send to email
| Capability | Relay | Granola | ClickUp | Airtable |
|---|---|---|---|---|
| Pre-meeting briefs | Connected notes & AI | Business plan | AI tools / setup | Build a workflow |
| Meeting transcripts | Native capture | Included | AI Notetaker | Integration needed |
| Action items and follow up | Tasks & shared papers | Follow-up emails | Tasks & automations | Build a workflow |
| Client and team aware notes | People & sharing | Shared folders | Docs & permissions | Records & permissions |
| Organize and share content | Connected library | Meeting folders | Docs & wikis | Records & attachments |
| Intake forms | Included | Integration needed | Included; plan limits | Included; plan limits |
| Relationship manager | Connected people | CRM integrations | Build with templates | Build with templates |
Capabilities vary by plan and setup. Native capture requires a supported app. Comparison checked September 29, 2026. Granola · ClickUp · Airtable
Relay for coaches
Google Docs
Free for personal use
Airtable
$20 / month
ClickUp
$12 / month
Granola
$14 / month
Save $26 / month against this example stack
Example stack for one paid user: Airtable Team and ClickUp Business billed annually, Granola Business at its listed monthly rate. USD before taxes; plans and usage limits differ. Checked September 29, 2026. Airtable · ClickUp · Granola
Sign upWant to try Relay for other kinds of work besides coaching or mentoring? Bring people, notes, tasks, events, files, and follow-through into one connected workspace built around how your community actually works.
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