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LaunchBay's Latest: Calendly Integration, New MCP Tools, Project Roles & More
This Friday, Sam is opening it up to a live Q&A. Bring your toughest LaunchBay questions, workflow you're trying to set up, a feature you're curious about, or even whether LaunchBay's the right fit for your business. He'll be answering everything live and unscripted.
In the this Product Update Roundup, Sam recaps all of the major feature release at LaunchBay over the past 6 weeks.
What this live stream to learn about:
→ Calendly Integration. Customers book time directly through their portal, no email back and forth. Calls sync automatically, and follow-up tasks get created once they end.
→ New MCP Tools. Attach files and forms to tasks, retrieve customer files from projects, view, create, and update project notes, and more.
→ Project Roles. Assign tasks by role instead of by name. Set it once per project instead of reassigning tasks one by one.
→ Task Dependencies. Set tasks to activate automatically once another task is completed, so projects keep moving without manual triggering.
Take command of every customer onboarding.
One platform to run, monitor, and manage every customer onboarding, with full visibility into every account.
Ready to stop wondering where things stand?