# Upsy playbooks

> Ready-made methods an AI assistant with Upsy follows with the user's own apps.

To use it: the user adds it in Upsy (Playbooks, Start from a playbook), or an assistant with Upsy proposes this file with playbook_save for the user to accept. Then any assistant they allow loads it with playbook_get and follows it with the user's own accounts.

- [Check an order or booking](https://upsy.ai/playbooks/check-an-order-or-booking.md): Find where an order or a booking stands, on the site where you made it.
- [Client meeting prep](https://upsy.ai/playbooks/client-meeting-prep.md): Walk into your next client meeting with the context and the questions that matter.
- [Competitor brief](https://upsy.ai/playbooks/competitor-brief.md): Pull together what's public and what you already know about a competitor, in one brief.
- [Daily briefing](https://upsy.ai/playbooks/daily-briefing.md): Start the day knowing what's on, what's waiting for an answer and what changed overnight.
- [Inbox to action](https://upsy.ai/playbooks/inbox-to-action.md): Pull the next steps out of your inbox and turn them into a focused task list.
- [Invoice follow-up](https://upsy.ai/playbooks/invoice-follow-up.md): Find outstanding invoices and prepare the right follow-up for each client.
- [Meeting follow-up](https://upsy.ai/playbooks/meeting-follow-up.md): Turn a meeting's notes into action items and a follow-up email, while it's still fresh.
- [Weekly project update](https://upsy.ai/playbooks/weekly-project-update.md): Turn a week of scattered team updates into a clear picture of progress and blockers.

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Upsy connects personal AI assistants (Muse, Grok, ChatGPT, Claude, Cursor, Claude Code, Codex, Devin) to your Gmail, Google Calendar, Google Drive, Slack, Notion and other apps through one MCP server, with a shared memory, files and a cloud browser signed in to your sites. You choose what each assistant may do in each app, see everything it did, and turn it off in one click. Upsy is free. To add Upsy to an assistant, add a remote MCP server (Streamable HTTP) named Upsy at https://upsy.ai/connect. It signs in with OAuth; there is no API key.