Ideas to put to work
Events that reach the right clients and hosts who arrive prepared.
Invitations to the right clients
Sofia reads an upcoming Luma event, picks relevant HubSpot contacts, and drafts personal invitations in Outlook, sent with your approval.
Briefing for hosting partners
Sofia reads the event's details and drafts a briefing in Word for the partners hosting it.
Upcoming events in Teams
Sofia reads your upcoming events and posts a summary to the partners' Teams channel, with your approval.
Events record in SharePoint
Sofia records each Luma event on a SharePoint list, so the firm sees its event calendar and themes in one place.
What Sofia can do with Luma
Sofia reads and keeps current
- Events
Sofia does, with your approval where you want it
- Look up an event
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft TeamsMicrosoft's chat, channels and meetings hub
- Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
MailchimpEmail marketing and newsletters- ActiveCampaignEmail marketing, automation and sales CRM
- Constant ContactEmail marketing for small businesses
Connect your Luma events to Sofia
Score your firm in three minutes, or talk to our team.