Automate the manual work in Relate

FullSpec maps how Relate fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Relate by the numbers

Insights from real process mapping sessions that involve Relate.

No processes mapped yet using Relate. Map a process that uses Relate to see automation data here.

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Top 5 Relate friction points when done manually

Relate contact data stays scattered

You manually copy company names, emails, and phone numbers from emails and LinkedIn into Relate instead of having them sync automatically from your communication channels.

78% report this

Relate deals slip through cracks

You have to manually log every conversation and deal stage change in Relate because your team forgets to update it in real time, leaving you with stale pipeline data.

71% report this

Relate requires constant manual follow-up

You spend time manually checking Relate to see which leads need outreach instead of having the system remind you when a contact hasn't been touched in weeks.

62% report this

Relate notes lack context and detail

You manually type summaries of calls and meetings into Relate fields because the system doesn't automatically capture what was actually discussed or decided.

51% report this

Relate requires duplicate data entry

You manually re-enter information into Relate that already exists in your email, spreadsheets, or other tools because nothing feeds data into Relate automatically.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Relate

Browse popular Relate automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.