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Setting up Auto-Invitations (email forwarding)

How Lancer detects and auto-responds to Upwork client invitations — and why only your Upwork emails are forwarded, not your whole inbox.

Written by Ivan Nedelkovski

What Auto-Invitations does

When a client invites you to a job on Upwork, Lancer can detect that invitation the moment it arrives and respond immediately on your behalf — without you needing to check Upwork manually. To do this, Lancer uses email forwarding: your email provider forwards Upwork notification emails to Lancer as soon as they land in your inbox.

Lancer recognises both the standard Upwork invitation email and the newer Braze-powered "apply for free — no Connects needed" template (subject: Invitation to Interview for: …). Both formats are detected and handled automatically once forwarding is set up.


Your whole inbox is never forwarded

The setup wizard walks you through creating a filter — not a blanket forward. The filter has a single, narrow rule:

  • If sender contains upwork.comforward to Lancer

That's it. Every other email you receive — from clients, colleagues, newsletters, anyone — stays in your inbox, private and untouched. The upwork.com domain (without the @) covers both invitation emails (@upwork.com) and message-notification emails (@email.upwork.com) in a single rule.


Running the setup wizard

Open Connected Accounts, find the bidder account you want to enable this for, and click Set up auto-invitations. The wizard takes about 1 minute and is the same across all supported providers:

  1. Intro screen — confirms what forwarding is for and that only Upwork emails will be forwarded. Click Next to begin.

  2. Add the forwarding address — paste Lancer's forwarding address into your email provider's forwarding settings. For Gmail and Google Workspace, Lancer auto-confirms the verification email sent by Gmail so you don't have to click anything.

  3. Create the filter / rule — inside your email provider, create a rule matching upwork.com senders and forwarding them to Lancer. The wizard shows the exact steps and screenshots for your provider.

Supported providers: Gmail, Google Workspace, Microsoft 365, iCloud, Outlook.com, Proton, Zoho, and a generic "custom" path for other providers. Yahoo Mail requires a paid Yahoo Plus subscription for forwarding rules.


After setup completes

You'll see one of two completion screens:

  • "You're all set" — forwarding is verified. Lancer is now listening for Upwork invitations sent to this account. To start auto-bidding on invitations, open the bidder account's settings and select a cover-letter template and a knowledge base profile.

  • "Forwarding pending verification" — your provider doesn't send a confirmation email, so Lancer can't verify automatically. Forwarding stays pending until the first real Upwork email arrives at Lancer's inbox — at that point the pending badge drops off automatically. No action is needed from you.


Tracking auto-applied invitations

The Invitations table on your dashboard shows a status chip for every invitation. Once auto-bidding is active, you'll see three states:

  • ⚡ Auto-sent — Lancer detected the invitation via email forwarding and automatically submitted a proposal on your behalf.

  • ✈ Sent — a proposal exists for this job, but you applied manually on Upwork rather than through Lancer's auto-bid.

  • Not sent — no proposal has been submitted for this invitation.

Both ⚡ Auto-sent and ✈ Sent chips link directly to the inbox conversation for that application, so you can read the proposal or reply to the client without leaving Lancer.


Troubleshooting

  • The pending badge hasn't cleared: wait for the next Upwork notification to arrive (an invitation, a job-update email, etc.). Once one comes through, verification completes on its own.

  • Invitations aren't being detected: double-check your filter matches upwork.com (not @upwork.com) and that it's set to forward to the Lancer address shown in the wizard, not just to archive or label.

  • Wrong Gmail account: if you have multiple Gmail accounts, make sure you're signed into the one that matches your Upwork account's email before creating the filter.

  • Still stuck: message us in the chat and we'll walk through it with you.

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