Arrows

Join us for a live walkthrough of two powerful new features in Arrows onboarding plans: **task completion actions** and the **task library**.

We’ll show you how to:

*   Trigger property updates and internal task creation automatically in HubSpot with task completion actions
*   Quickly add prebuilt tasks to your in-flight onboarding plans using the task library

We’ll also leave time to cover any other recent updates and answer your questions live.

Whether you’re just getting started or looking to optimize your process, this is a great time to see what’s new and ask the Arrows team anything.


Live walkthrough: task completion actions + the task library

Join us for a 30-minute session on managing onboarding plans with multiple stakeholders using Arrows custom roles.

What we'll cover:

*   Introduction to custom roles in Arrows
*   Setting up and customizing roles for both internal teams and customers
*   Efficient task assignment using role placeholders in templates
*   Dynamic internal role assignment using HubSpot user properties
*   Best practices around assigning tasks to participants in Arrows

The session will conclude with a Q\&A to go over any specific questions you might have!

Note: Custom roles are a Pro tier feature, but all Arrows users are welcome to join to learn more about managing multiple stakeholders during onboarding.

Can't attend live? Register anyway, and we'll send you the recording when we wrap up.


💡 Arrows deep-dive: Navigating plans with multiple stakeholders

Join Shareil Nariman, our Head of Customer Experience, for a 30-minute tactical session on using Arrows plan data within HubSpot. This live workshop will show you how to effectively track and act on customer onboarding progress in HubSpot.

What we'll cover:

*   Setting up the Arrows > HubSpot data sync
*   Viewing Arrows engagement data in your HubSpot pipeline + setting up pipeline tags to see when customers are stuck in onboarding
*   Creating workflows and reports using Arrows data

We'll wrap up with a Q\&A to address your specific questions and use cases.

Can't make it? Register anyway and we'll send you the recording when we wrap up. See you there!


💡 Arrows deep-dive: Unlock the power of Arrows data inside HubSpot

Your next call is in 15 minutes. Do you actually know what’s going on with this deal?

In this live session, we’ll build an AI-powered agent that sends a tailored Slack message before every sales meeting. It pulls your previous meeting notes, key deal details, and sales room engagement data - straight from HubSpot.

This is how top sales teams stay sharp without digging through records or winging it.

We’ll build it live using Relay.app, Arrows, HubSpot, and Slack.

No slides. No fluff. You’ll follow along, step-by-step.

You’ll walk away with:

*   A real Slack workflow for AI-powered meeting prep
*   A repeatable way to keep your team aligned and ready
*   An AI agent setup you can ship right after the session

If you’re using HubSpot and still prepping the hard way, don’t miss this.


Build an AI meeting prep agent using HubSpot + Slack

Speakers

Jacob Bank

CEO @ Relay.app

Kim Hacker

Ops @ Arrows

Replays

Live walkthrough: task completion actions + the task library

💡 Arrows deep-dive: Navigating plans with multiple stakeholders