Case /RELAYAgent operations

Relay

A research swarm that turns fragmented account signals into focused, cited opportunity briefs.

PartnerB2B revenue platform
Primary outcome3.2×more qualified research coverage

Fictional demonstration project

Relay operational system concept

Account research was broad but inconsistent. Teams spent hours moving between company news, product signals, CRM history, and stakeholder changes before they could form a useful point of view.

What changed

Relay divides research into specialist tasks, verifies each claim against a source, and assembles only decision-relevant evidence into a concise opportunity brief.

Decision boundary

No claim enters a brief without a citation; people approve all external messaging.

System inputs / 02

The context the agent is allowed to use.

Useful autonomy starts with a deliberate information boundary, not unrestricted access.

01

First-party CRM context

02

Public company events

03

Product and hiring signals

04

Source confidence

Operating loop / 03

From signal to accountable action.

01

Observe

Detect the event and gather only relevant context.

02

Evaluate

Check evidence, confidence, policy, and impact.

03

Decide

Recommend, act within bounds, or escalate.

04

Learn

Capture the trace and turn review into evaluation.

Field learnings / 04

What the first release taught the team.

  1. 01Coverage is not the same as relevance
  2. 02Citations create review speed
  3. 03A clear rejection policy improves every brief

Turn one high-friction decision into an operating advantage.

In 30 minutes, we will map the decision, the constraint, and the first measurable outcome.

Plan an agent sprint
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