Automating Your Year End Review Workflows

December 29, 2021

Talk to a Workflow Expert

Do you want to automate your year-end review meeting workflows and never have to rekey the same information over and over again? Hubly’s workflow expert, Olivia Law, leads this workshop to teach you how to utilize Hubly with scheduling apps, such as Calendly, to streamline your meeting scheduling procedures, set smart reminders to help you stay on top of important prep work and KYC updates, leverage Workflow Rules to track meeting follow up items, and use custom client dates and tags to plan future or seasonal reviews.

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"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management