Your Dashboard is the central place to start work, capture information, and organize everything that matters.
From the Dashboard, you can:
See today’s meetings and weekly schedule
Access Quick Actions to capture information instantly
Review recent activity, documents, and contacts
Track all new captures in Quick Captures
Quick Actions
Quick Actions let you capture information in one click. You can:
Record a meeting or conversation
Create a Voice Note
Write a Note
Handwrite or Draw
Upload a file
Create a Task
Start a Workflow - CRM and Hubly
Send a Service Email
Important:
Anything created from Quick Actions is automatically saved to Quick Captures.
Quick Captures
Quick Captures is where all your raw inputs live before being fully organized.
This includes:
Voice notes
Meeting recordings (Zoom or others)
Handwritten notes
Typed notes
Uploaded files
Each capture appears with a status so you can easily see what still needs review.
Managing a Capture
To manage or organize a capture:
Find it in Quick Captures
Click the three-dot (⋮) menu next to the item
You’ll see these options:
Capture Options
View Transcription
View the AI-generated transcript (for recordings and voice notes)Link to Contacts
Associate the capture with one or more contacts
Link to Existing Events
Attach the capture to an already scheduled event
Create New Event
Create a new event and link this capture to it
Unlink Events
Remove the capture from any linked eventsArchive
Hide the capture without deleting itDelete
Permanently remove the capture
Best Practice
Use Quick Captures as your inbox:
Capture first
Organize later by linking to contacts or events
Archive once you’re done
This keeps your workflow fast, flexible, and organized.