AI command center for client intelligence
One place for every client project, deck, email, and decision.
How it works
Upload everything — or connect your stack. UpperDeck reads it all so you never walk into a client call unprepared.
Drop in meetings, emails, decks, PDFs, audio, and notes — or sync from Gmail, Slack, and Drive.
Sunny reads everything and surfaces briefs, risks, contradictions, and follow-ups.
Ask questions, generate decks, draft emails, and spot critical items before the client does.
AI employee
Sunnyisn't a chatbot bolted onto a folder. An AI employee with full context on every meeting, email, deck, and note in your project. Ask what changed, what's at risk, or what to say in tomorrow's call — and get answers with citations.
Sunny · Project chat
Integrations
Start by uploading files today. Connect email, Slack, calendar, and CRM as you scale — every integration feeds the same command deck.
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 your command deck.
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 — spot gaps before the client does.
Scheduling
Google Calendar & Outlook — prep briefs before every client call.
Pricing
The best model for solo operators: prove value on one client for free, then upgrade when UpperDeck becomes your daily command center.
For freelancers testing UpperDeck on a single client.
Most popular
For consultants and operators managing multiple clients.
Save 25% when you commit for the year.
Pro trial: 14 days free, no credit card. Cancel anytime. Full pricing details
Organizations
UpperDeck Enterprise gives software companies, consultancies, and healthcare organizations a shared command deck — 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 · 10–500+ 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 refuse to miss the signal. Start free in under a minute.