Event Overview:

On this episode of LaunchAI Live, LaunchBay co-founder Sam Chlebowski showed five ways to use LaunchBay's MCP Connector to bridge onboarding and implementation with the other tools your team already runs, all from a single chat.

What we covered

• How to pull files clients have uploaded to a LaunchBay project, whether that's onboarding form attachments or process docs, and send them straight into another tool like Monday, Trello, or Google Drive, no manual export-then-upload step
• How to pull deal and contact details from your CRM (HubSpot in the demo) and use them to create a new LaunchBay project from a template automatically, with the right contacts already attached
• How to pull health scores across every active project into a single report, then send it out as a PDF over email or Slack so people outside LaunchBay stay looped in
• How to turn a client call transcript into a logged project note plus a set of suggested follow-up tasks, all inside the same chat, no re-typing what was just said
• How to turn any of these into a recurring workflow, using a Claude skill or a routine in Claude Cowork, so the update runs on its own going forward

Sam also took live questions throughout, including on using the MCP connector with Trello (works the same way, full tool suite available) and other CRMs like Pipedrive or Salesforce (same pattern as the HubSpot demo, as long as they have an MCP connector).

Who this is for

Anyone running customer onboarding or implementation who's tired of copying data between tools by hand, or curious how MCP actually works in practice rather than in theory.