Tray

How to Get Started?

1. Visit Tray AI.
2. Request a demo or contact the Tray.ai team.
3. Identify the applications and systems you want to connect.
4. Select the appropriate connectors from Tray's connector library.
5. Create a workflow using triggers, actions and data-processing steps.
6. Add AI capabilities or an AI agent where reasoning or automated decisions are needed.
7. Configure authentication and permissions.
8. Test the workflow with sample data.
9. Add monitoring, error handling and governance controls.
10. Deploy the workflow and monitor task/AI usage in production. Tray's official quickstart describes the basic workflow pattern as getting data from one service, processing it, and sending it to another.

Use Cases

• Sales Operations: lead routing, CRM synchronization and sales workflows.
• Marketing: campaign automation, lead enrichment and marketing-data synchronization.
• Customer Support: support-ticket triage and customer-data workflows.
• Finance: invoice processing, approvals, reconciliation and order-to-cash workflows.
• IT Operations: service management, access requests and system integrations.
• Data Integration: synchronize information between SaaS applications and databases.
• AI Agents: build agents that retrieve information and take actions across business systems.
• MCP/AI Connectivity: make business tools available to AI assistants through governed MCP connections.