Automation 🤝 Organisation

Finally, you can ditch the Post-it notes and avoid those ‘oh sh*t’ moments because every automation can link back to your client records and leave a paper trail, so you always know what’s happening.

Your brain will never feel so free!

Stay on track with smart tasks

Smart Tasks act like your virtual VA, reminding you to follow up, send proposals, check payments, or nudge clients at exactly the right time.

Automations That Don’t Make You Want to Cry

We won’t pretend workflows are simple — they’re not. But in Hubsy, you don’t have to start from scratch. The most useful ones are already built for you, so you can plug them in and get on with your day.

When you’re ready to go a bit deeper, Hubsy University walks you through the how and why, step by step. And if you’d rather not think too hard? Our built-in Workflow AI can build automations for you.

It’s the perfect mix of smart tech and real-world support — so you get the results without the overwhelm.

Automate the boring (repetitive) tasks in your day

With Hubsy, you can hand off the jobs that drain your time, like sending lead magnets, booking discovery calls and onboarding new clients.

You decide what happens and when, then let Hubsy workflows handle everything without losing your personal touch.