VIRTUAL EVENT

5 Ways to Use LaunchBay's MCP Connector

Watch this LaunchAI Live recap to see 5 ways to use LaunchBay's MCP Connector, bridging onboarding and implementation with the tools your team already runs.

Wednesday, July 29, 206
9:30 AM PT / 12:30 PM ET
EVENT DETAILS

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
FEATURED SPEAKERS

Meet your experts

Sam Chlebowski

Sam Chlebowski

Co-founder

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