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Getting Started

Learn how to set up Relio and start automating your project management workflow.

Prerequisites

Before you begin, ensure you have the following:

  • ✓A GitHub account with access to your repositories
  • ✓A Jira account or workspace (optional but recommended)
  • ✓A Slack workspace for notifications and updates
  • ✓Admin or appropriate permissions in each tool

Account Setup

Create or Sign In to Your Account

Visit the login page and authenticate using your preferred method. You can sign in with your Gmail.

Install Connected Apps

Note: You can start with one installation and add more later. Begin with Slack + GitHub for the best initial experience.

GitHub Installation

  1. Navigate to the Installation page
  2. Click "Connect GitHub"
  3. Authorize the application to access your repositories
  4. Select which repositories you want to monitor
  5. Save your configuration

Jira Installation

  1. Go to Installation and select Jira
  2. Enter your Jira instance URL
  3. Generate an API token in your Jira settings
  4. Paste the token and authorize the connection
  5. Select your projects and configure field mappings

Slack Installation

  1. Click "Connect Slack" in the Installation section
  2. Authorize the app to your Slack workspace
  3. Add Relio Slack app to the channels using e.g. /inviteand then Add apps to this channel
  4. Test the connection with a sample message

Save your integrations for each project. Once you save the integrations, agent will start to provide results and summaries for it.

Create Your First Project

  1. Navigate to Projects

    Click on "Projects" in the main navigation menu.

  2. Create a New Project

    Click the "New Project" button and give your plan a descriptive name (e.g., "Q1 2026 Roadmap").

  3. Save the Project

    Save your project. You can edit or delete your project later.

Connect Integrations per Project

Note: Save your integrations for each project. Once you save the integrations, agent will start to provide results and summaries for it.

GitHub Integration

  1. Add GitHub full repository name in the form "owner/repo".
  2. Make sure the Relio GitHub App was granted access to the repository - navigate to your GitHub repo and open "Settings" then to "GitHub Apps". If you see Relio GitHub App in the "Installed GitHub Apps" list, it means the app has access to the repository.
  3. Validate configuration by clicking "Validate".
  4. Save your configuration once validated.

Jira Integration

  1. Add Jira project key or board id - it can be found in the Jira console by navigating to the space settings and selecting "Space key", the unique key used to identify a space.
  2. Validate configuration by clicking "Validate".
  3. Save your configuration once validated.

Slack Integration

  1. Add Slack channel to the input field (e.g. "my-channel").
  2. Make sure Relio Slack App is added to "my-channel" - in the channel you can type /invite and then click "Add apps to this channel" - in the dropdown list the Relio Slack App should be available to be added to the channel. If you don't see the Relio Slack App in the list, reinstall the app from "Installations" tab.
  3. Validate configuration by clicking "Validate" - if the Relio Slack App was properly authorized and added to the channel, this step will not cause errors.
  4. Save your configuration once validated.

Agent Communication

The agent communicates in the Slack channel configured on the project’s Integrations page. You can ask questions or trigger actions from Slack using Relio Slack App and replies stay in-thread for context.

Available Actions

Note: The agent can only perform implemented actions. Check tools for the exact tools and capabilities enabled in your deployment.

Examples

  • Detect blockers and issues prior to project deadline
  • Reprioritize Jira backlog
  • Create a weekly status summary
  • Create a daily digest
  • Assign Github issue number k to the user username
  • Summarize recent activity for this project
  • Summarize open PRs
  • Summarize recent Jira activity for this project

The agent uses your saved project settings to scope responses and actions. After confirming the context of your request and identifying available steps, it generates a workflow and posts it in the Slack thread. To run it, reply "Execute" in the thread; to keep refining, continue the conversation. To cancel the thread, type "Cancel".

Your Daily Workflow

Morning: Daily Standup

The agent sends a daily standup summary to your Slack channel with a status update on your plan's progress.

Throughout the Day: Real-time Updates

Chat with the agent in your Slack channel for on-demand updates, summaries of GitHub and Jira activity, and quick lists of PRs, issues, or tasks - any project activity you need, when you need it.

End of Week: Executive Summary

A comprehensive weekly report is generated with progress, blockers, risks, and stakeholder-ready highlights.

Tips & Best Practices

  • 💡Be specific with plan descriptions: The more context you provide, the better the AI can help.
  • 💡Review daily summaries: Use these to catch issues early and stay aligned with your team.
  • 💡Keep integrations updated: If your tools change or team members are added, update your integrations.
  • 💡Use feedback to improve: Rate summaries and provide feedback to help the agent learn your preferences.

Next Steps