Prepare Projects in Hub Planner

Create a project record from your plan and assign the resource IDs you choose.

What to Ask Leina to Do with Resource Flow (Hub Planner)

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Select existing staff resources and create a project with your dates and budget.

List resources, then create project [name] from [start date] to [end date], with [hours] budget hours and [amount and currency] cash budget, assigning resources [IDs] and managers [IDs].

Get Started with Resource Flow (Hub Planner)

  1. Connect Your Account

    Connect a Hub Planner API key from Settings > API.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Resource Flow (Hub Planner) Capabilities

This connection reads and creates Hub Planner projects and resources. Project dates and resource assignments describe project setup; the available actions do not create booking slots or timesheet entries.

Projects and Resource Details

Read project and resource lists or inspect an individual record by ID.

Project and Resource Creation

Create projects with core budget and date settings or add resources with an optional invitation email.

View All 6 Actions
  • List Projects
  • Get Project
  • Create Project
  • List Resources
  • Get Resource
  • Create Resource

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Frequently Asked Questions

Does assigning a resource create a booking?

The project creation action assigns resources to a project. These actions do not expose resource booking creation.

Can I add a resource without sending an invitation?

Yes. Specify that no invitation email should be sent when creating the resource.

Which key is needed to create records?

Use a read-write API key. A read-only key is appropriate for reading existing projects and resources.

Your AI employee for Resource Flow (Hub Planner)

Tell Leina what you need in your team chat. Include the source, destination, and expected result.