Lancer

Use the Dashboard's Recent Leads table to generate a proposal and Schedule Bid on a skipped/unsuitable job.

Manually apply to a job Lancer skipped

What the new dashboard shows, how data freshness works, and how to trigger a manual proposal-status refresh.

Reading your dashboard (and how to refresh proposal data)

Export processed leads and your pipeline to CSV, or pull data via the API or MCP — and what each export actually contains.

How to export your Lancer data (Leads, Pipeline, API & MCP)

Why some jobs show two times: when Upwork published the job and when it created it.

Why does a job say "created on Upwork 3h ago"? (Published vs created time)

Send a proposal for any Upwork job (Send Proposal page)

How to reject jobs and iterate your knowledge base

Rejected Jobs

Jobs queued and waiting to be bid on — how the Lead Queue works, lead expiry, and where to find full lead history.

Bid activity: the review desk and bid log (formerly Lead Queue)

Ivan Nedelkovski

Monitor all leads across campaigns in one centralized view

Leads Overview

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Landing Page

Dashboard

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype getting-started answer

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.

Prototype invite-team answer

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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