Your first AI employee for client work
Meet Sunny, your AI employee inside UpperDeck. Upload decks, emails, meetings, and notes; get briefs, risks, and follow ups with sources cited. Latest GPT and Claude included with no extra subscriptions. And Sunny keeps getting more capable as we ship new features.
Who it's for
UpperDeck is not a task manager, CRM, or chat tab. It is where you hire an AI employee who knows each client project and grows more useful as we add integrations and workflows.
Your first AI employee on client number one, then more capacity as your book of business grows.
A chief of staff level AI employee who has read every stakeholder email, deck, and meeting.
Give every delivery lead an AI employee with shared client context before you need enterprise software.
How it works
Onboard Sunny on a new client project in minutes. Upload your materials once. Your AI employee handles the reading so you walk into every call prepared.
Create a project per client and upload meetings, decks, emails, and notes into Sunny's workspace.
Briefs, risks, contradictions, and follow ups surface from your real files, not a blank prompt.
Ask questions, draft emails, build decks, and catch issues before your client does.
AI employee
Sunny is not a generic chatbot or a blank ChatGPT window. Your AI employee has read every meeting, email, deck, and note in the project. Ask what changed, what is at risk, or what to say tomorrow. Every answer links back to your files.
Sunny · Project chat
Always improving
You are hiring Sunny, not buying a static tool. UpperDeck routes your work to the latest GPT and Claude models today, and we keep adding integrations, connectors, and skills so your AI employee does more for you with every release.
What you skip
UpperDeck keeps shipping new integrations, workflows, and skills that make your AI employee more capable over time.
Why UpperDeck
Most tools store tasks or notes. UpperDeck gives you an AI employee focused on client intelligence: what changed, what conflicts, and what to do before the next conversation.
Generic AI chat
ChatGPT, Claude
A chat tab has no memory of your client. An AI employee lives inside every project with citations.
Project management
Asana, Monday
Tasks are not context. Your AI employee tracks what changed, what is at risk, and what to say next.
Meeting notes only
Fireflies, Granola
Transcripts are one input. Your AI employee works across decks, emails, timelines, and decisions.
Integrations
Start by uploading files today. Email, Slack, calendar, and CRM connectors are on the roadmap. Each one makes your AI employee smarter about every client project.
Core
PDF, DOCX, decks, CSV, audio, transcripts, and email (.eml) files.
Sync client threads into projects automatically. No more forwarding.
Messaging
Pull channel history and DMs into client context. Ask Sunny what was decided.
Storage
Connect folders per client. New decks and docs sync into each project.
Meetings
Meeting recordings and chat transcripts flow into project intelligence.
Meetings
Auto import cloud recordings and AI summaries per client project.
Docs
Sync client wikis and meeting notes into searchable project memory.
CRM
Link deals and contacts so Sunny knows the full client relationship.
CRM
Opportunity context, activity history, and account notes in one view.
Delivery
Connect delivery work to client promises and spot gaps before the client does.
Scheduling
Google Calendar and Outlook. Prep briefs before every client call.
Pricing
Try your first AI employee on one client at no cost. When you are managing multiple engagements, Pro unlocks unlimited projects and unlimited Sunny, with the latest AI models included and new capabilities shipping regularly.
For freelancers hiring their first AI employee on a single client.
Most popular
For consultants and operators with multiple AI employees worth of client work.
Save 25% when you commit for the year.
Free plan needs no credit card. Cancel Pro anytime. Full pricing details
Organizations
UpperDeck Enterprise gives software companies, consultancies, and healthcare organizations a shared workspace with the admin controls, access governance, and compliance safeguards that personal accounts don't include.
Request more information and our team will reach out to discuss your team size, integration needs (Slack, email, CRM), security requirements, and custom pricing.
Typical response within 1 business day · 10 to 500+ seats · Custom SSO available
What's included in Enterprise
Multi-client delivery teams that need shared intelligence and admin oversight.
PHI redaction, access approvals, and audit trails for regulated client work.
Partner-led firms scaling client context across principals and engagement teams.
Join consultants and operators who stopped juggling chat tabs and inboxes. Start free.Sunny is included and getting more capable all the time.