Start with work your team already knows.

What is on your desk today?

Choose the result you need. Each guide gives you a starting packet, a request to adapt, and a way to judge the work.

A useful request has three parts.

Tell Relay what to prepare, which documents to use, and how to handle anything it cannot confirm. Start with the same brief you would give a teammate.

“Prepare an ACORD 80 draft from these dec pages and my intake notes. Use the confirmed updates in my notes. Leave anything unsupported blank and list the questions I need to ask.”

Use your agency’s configured workspace for client information. You can explore the public examples before you have access, then use a familiar case when your agency is invited.

Finish one task before adding ten more.

1. 1

   Choose a reviewer

   Have someone who knows the account check names, dates, limits, and missing answers against the source.

2. 2

   Count the whole effort

   Include preparation, questions, corrections, and final review. Time spent waiting and time spent working tell you different things.

3. 3

   Save what worked

   Keep the request and source checklist. A teammate should be able to repeat the useful part without attending every product meeting.

Help the whole team get comfortable.

Show the source, the work, and the finished result. Let people try a small task they recognize. Questions and corrections tell you where the instructions need to improve. Visible progress makes AI easier to understand than a list of model names.