Linking your Hubly with Vega allows Vega to create, review, and suggest updates to your Hubly workflows as you interact with clients across meetings, emails, and chat.
Vega can automatically identify workflow opportunities from client interactions and suggest the appropriate Hubly workflow for you to review and sync. Vega can also suggest updates to existing workflows, including completing steps or creating follow-up tasks based on new client information.
For example, after a client meeting, Vega may recommend starting a Hubly workflow based on the discussion, or after an email exchange, identify that a workflow step has been completed and suggest advancing the workflow accordingly.