4 ways to automate Relevance AI with Zapier

Keeping up with everyday tasks across sales, marketing, customer support, and internal operations often feels overwhelming, especially when it involves repetitive, manual work. Relevance AI solves this by providing a no-code platform that lets you quickly build and deploy AI-powered agents to handle business-critical tasks. 

Connecting Relevance AI to Zapier allows you to easily trigger AI-driven workflows from nearly any app or platform you use. Whether you're adding leads to spreadsheets, receiving form submissions, handling inbound emails, or even scheduling routine tasks, Zapier automations seamlessly kick off Relevance AI agents exactly when and where they're needed. 

The result? A smoother, faster, and more scalable approach to managing your operations, keeping your processes flowing efficiently without the manual overhead.

Skip ahead

• Message Relevance AI agents from spreadsheets

• Trigger Relevance AI from forms

• Trigger Relevance AI from almost anywhere

• Schedule recurring agent messages

Message Relevance AI agents from spreadsheets

If you're anything like me, you use spreadsheets for nearly every task, even when it doesn’t make sense. Spreadsheets are a key piece of many business operations, often holding critical information like leads, customer feedback, or campaign data. 

The problem is, once you're managing all that data manually, processes start to slow down. With Zapier connecting your spreadsheet tools to your Relevance AI agents, you can instantly kick off actions whenever new data arrives, eliminating manual handoffs and delays.

Imagine your sales team adds a new lead to a Google Sheets pipeline. With Zapier, that simple row entry could immediately trigger a Relevance AI agent to start qualifying the prospect, enriching their profile, and even sending initial outreach messages. Or suppose your support team logs issues in Airtable. New records can prompt an AI agent to triage the request, or run a tool to tag sentiment, classify the issue type, or route it accordingly.

Connecting Relevance AI with your spreadsheets ensures data accuracy, speeds up response times, and helps your team focus on higher-impact activities instead of manual data transfers.

Trigger Relevance AI from forms

Forms are great for collecting important information like demo requests or customer feedback. Unfortunately, form submissions piling up in your inbox or CRM can quickly cause critical delays, especially if you're dealing with a high volume of form responses. 

Instead, you can use a Zap to automatically trigger AI-powered workflows the moment someone hits submit in tools like Typeform or Google Forms. For example, when a prospect requests a demo through your form tool, a Relevance AI agent can immediately qualify the lead, craft a tailored follow-up email, and propose calendar times without human intervention. 

Connecting forms to Relevance AI through Zapier lets you effortlessly handle increasing volumes of submissions, enabling your business to scale without adding manual overhead.

Trigger Relevance AI from almost anywhere

Not every critical interaction happens through spreadsheets or forms. Often, updates come from your calendar, inbox, or custom tools. With Zapier, you can trigger Relevance AI agents from virtually any tool or event in your tech stack, turning routine notifications and alerts into powerful automated workflows.

Say someone books a meeting with you through Calendly. Your Relevance AI agent can instantly kick off account research, enrich attendee profiles, and send personalized confirmations and reminders with detailed meeting agendas. Likewise, RSS feeds from your favorite industry blogs can automatically activate AI agents to summarize important articles, track trending topics, and more.

And with Zapier’s built-in webhooks tool, you can connect Relevance AI to virtually any app or custom tool. Simply set up a webhook to automatically catch data from your software. 

Automating these interactions transforms everyday notifications into actionable steps, streamlining workflows and helping your team operate more efficiently.

Schedule recurring agent messages

You probably have tasks that have to happen every week, no matter what—like checking pipeline updates or reviewing support queues.

Instead of setting reminders and doing it manually, you can use Zapier’s built-in scheduling tool to run your Relevance AI agents automatically. It’s a simple way to make sure important routines never get missed.

Maybe your sales team starts each week by reviewing target accounts or prospects. By scheduling a Zap to run every Monday morning, your Relevance AI agent can automatically compile account summaries, identify actionable insights, and deliver the details straight into your team’s inbox. 

Scheduling automated messages helps your team maintain consistent workflows and stay proactively informed while ensuring nothing important falls through the cracks.

Scale Smarter with Relevance AI and Zapier

Relevance AI makes it easy for teams to build AI-driven workflows without writing a single line of code. With Zapier, those workflows become even more flexible and scalable. Connecting Relevance AI to the apps you already use allows you to trigger agents or run tools automatically directly from your business-critical tools.

Automation with Relevance AI and Zapier means your workflows are faster today and built to grow with you in the future. As your business evolves, these tools help you adapt and scale without adding more manual work to your plate. What will you automate first?