Automations that work the moment you switch them on
Smart automations run out of the box, and a no-code rule builder lets you create your own - so the follow-up happens automatically while your team focuses on students.
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Automations that work the moment you switch them on
Relently ships with smart automations running out of the box - and lets you build your own rules when you want something specific. Either way, the work happens automatically while your team focuses on students.
Pre-built automations
No setup required. These fire automatically from day one.
- New lead added“Initial Contact” task, due in 2 days
- Moved to Documents Pending“Collect Documents” task (High priority)
- Status → Visa Applied“Track Visa & prep interview” task
- Offer condition due ≤ 3 daysDeadline reminder to the agent
- No activity for 7 daysAutomatic follow-up nudge
- Document expiring ≤ 30 daysExpiry alert before it lapses
Or build your own
A simple WHEN → THEN builder. No code, no developers.
Relently’s automation engine does the remembering so your team doesn’t have to. Pre-built automations run from day one, and a simple WHEN → THEN rule builder lets you create your own - no code, no developers.
What can automations do?
- Auto-create tasks when a student moves to a new stage (e.g. “Collect Documents” when they hit Documents Pending).
- Send reminders for deadlines, offer conditions, and document expiries before they lapse.
- Follow up cold leads automatically after a period of inactivity.
- Notify the right people - the assigned agent, admins, the student, or the parent - via in-app, email, or SMS.
Pre-built vs. custom automations
| Pre-built | Custom rules | |
|---|---|---|
| Setup | On by default | You define WHEN → THEN |
| Triggers | Stage changes, deadlines, inactivity | Status, document, task overdue, scheduled, offer |
| Actions | Tasks + reminders | Create task, notify, email |
| Best for | Getting value instantly | Your agency’s specific process |
Consistent follow-up is the single biggest driver of conversions. See how to never let a lead go cold for the playbook automations are built to enforce.
Frequently asked questions
Do automations work out of the box?
Yes. Relently ships with pre-built automations that fire automatically from day one - creating stage-based tasks, sending deadline reminders, and following up on inactive leads - with no setup required.
Can I build my own automation rules?
Yes. A no-code WHEN → THEN builder lets you choose a trigger (status change, document status, document missing, task overdue, offer received, or scheduled) and one or more actions (create a task, send a notification, or send an email).
Who can automations notify?
Any combination of the assigned agent, your org’s admins, the student, or the parent - delivered in-app and, based on preferences, by email and SMS.
Will a custom rule conflict with the defaults?
No. When you add an active custom rule for a given event, it replaces the corresponding built-in default for your organization, so the two never fire for the same event.
Do I need technical skills to set up automations?
No. Automations are configured through a simple visual builder - no code, no developers, no integrations to wire up.
Let Relently handle the follow-up
Start your free 14-day trial today, or talk to us about your agency.
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