Hubly

Whether you’re just getting started or looking for a quick refresher, here are the basics to help you find your way around the app.

Hubly Terminology Overview

Create greater visibility over your client work, spot bottlenecks visually, and eliminate constant, time-consuming reviews.

A Simple 3-Step Approach To Better Workflows

Set up automated actions that actually work together — letting you up your game while keeping repetitive, time-consuming tasks in check.

Introducing Automation That Actually Saves You Time

Ron Gorodetsky

Helpful articles to help you get started with Hubly

Product Training

Finding your way around your new Hubly account.

Hubly 101: Navigating Your Hub

How streams and tags can help you categorize your clients and create time-saving automations with task conditions and workflow rules

Hubly 102: Understanding Streams, Tags, & Automations

The Client Card helps you stay on top of the personalized needs and circumstances of every client

Hubly 103: Finding Your Way Around The Client Card

Designed to keep you in control and help you build a repeatable client experience that scales

Hubly 104: Fully Customizable Workflows & Tasks

A deep-dive into client reports, workflow histories, Zapier, and other optimizations that can save you time.

Hubly 105: Getting The Most Out Of Your Hub

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