Lancer

Campaign Overview & Filters

Worldwide and US-Only are separate feeds — which to target and the naming gotcha.

Worldwide vs US Only: how Upwork's two job feeds work

The usual reasons a job didn't get a proposal: retroactive limits, filters, categories, private listings, suitability.

Why didn't Lancer apply to this job?

A clear breakdown of the three: safe preview vs your-own-logic webhooks vs prompt overrides.

Test Mode, External Mode & Advanced — what's the difference?

Upload files to a campaign and Lancer attaches them to every proposal automatically. Choose Fixed mode (same files every time) or Smart mode (AI picks the right files per job).

Proposal Attachments

Campaign Configuration

Notifications Setup (Discord)

Notifications Setup (Slack)

Understand the importance of our notification system

Notifications (How They Work)

Tome Gavazov

Ivan Nedelkovski

How to create and configure your campaigns

Campaign

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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