Plays
Step-by-step guides for running each stage in Athel.
New here? The fundamentals series is the place to start.
Prep an event in Athel
Create the Event, fix the goal and budget before the show, and design the label questions your team will qualify with. Fifteen minutes, two weeks out.
3 min read
Run live capture on the floor
The Meet screen on event day: snap cards, add contacts, record voice notes, and answer the label questions — every path under thirty seconds, one-handed.
3 min read
Wrap up before you fly home
The click-by-click guide to the wrap-up flow: review every contact, answer every question, skip the honest no's, and land with a complete record.
2 min read
Debrief by voice
Talk through your day once; review the people and follow-ups the recording surfaced; save. Ninety seconds of speech becomes contacts, notes, and dated commitments.
3 min read
Set up and run Booth Mode
A QR lead-capture screen with scheduled prize draws: attendees enter themselves, better answers earn more entries, and every entry is a contact on the Event.
3 min read
Connect HubSpot (and choose your Event source)
The OAuth connect, the one decision that shapes everything downstream — HubSpot Marketing Campaigns vs a custom object — and exactly what Athel writes to your portal.
3 min read
Build event reports in HubSpot from Athel data
Athel writes three reportable artifacts into HubSpot — static lists, association labels, and timeline notes. Here's how to turn them into the views your leadership asks for.
3 min read