Playbooks

Ready-made methods for things you do often. Your AI assistant follows them with your own accounts, connected to Upsy, and only with what you allow it.

• PersonalCheck an order or bookingFind where an order or a booking stands, on the site where you made it.
• Client workClient meeting prepWalk into your next client meeting with the context and the questions that matter.
• ResearchCompetitor briefPull together what's public and what you already know about a competitor, in one brief.
• Every dayDaily briefingStart the day knowing what's on, what's waiting for an answer and what changed overnight.
• Every dayInbox to actionPull the next steps out of your inbox and turn them into a focused task list.
• FinanceInvoice follow-upFind outstanding invoices and prepare the right follow-up for each client.
• MeetingsMeeting follow-upTurn a meeting's notes into action items and a follow-up email, while it's still fresh.
• TeamsWeekly project updateTurn a week of scattered team updates into a clear picture of progress and blockers.