Find the Upfyn work that fits your team or industry
Use cases by team and by industry: familiar tasks, what you give Upfyn, and what you check before it is done.
Teams
- HR
HR and People Operations
Give people work more room for the conversation
- Sales
Sales and Revenue
Keep the customer conversation connected to the next step
- Marketing
Marketing and Content
Connect the message, the evidence, and the work to publish it
- Finance
Finance and Accounting
Make the path from records to explanation easier to follow
- Operations
Operations and Business Management
Make the handoffs that keep the business moving easier to manage
- Support
Customer Support and Success
Help the next support conversation begin with better context
Use cases
Email
Use Upfyn with Gmail to identify messages that need attention, understand the context, and prepare replies for your review in one conversation.
Documents
Draft proposals, briefs, and summaries from your project material in Upfyn Creative.
Team work
Put a few members in one team chat and Upfyn hands out the work, so you follow the progress in one place instead of approving every step.
Spreadsheets
Turn everyday updates into changes in your connected Google Sheet.
Invoices
Compare invoices with your records using rules you define.
Portals and forms
Use Upfyn with a supported browser to work through repetitive portal tasks.
Creative
Create decks, documents, designs and websites in Upfyn Creative.
Building tools
Describe a repetitive task in plain language and develop a small tool with Upfyn.
Research
Compare options, collect evidence, and turn research into a useful brief with Upfyn.
Scheduled work
Build a weekly report from your working files, refine it in chat, and schedule the preparation so you can spend more time reviewing the result.
Industries
Turn daily site notes into a clear weekly progress report
Construction and Contracting
Turn daily site notes into a clear weekly progress report
Prepare course enquiry replies that answer the learner’s actual question
Education and Training Providers
Prepare course enquiry replies that answer the learner’s actual question
Turn an event enquiry into a proposal with the right unanswered questions
✓✓Hospitality and Events
Turn an event enquiry into a proposal with the right unanswered questions
- Summarise this ticket for the next engineer. Build a timeline of attempted actions and observed results. Separate customer reports from verified observations, include source references, and list the questions that still need an answer without inventing a root cause.
Prepare an IT ticket handoff that avoids repeated questions
IT Support and Managed IT Services
Prepare an IT ticket handoff that avoids repeated questions
Prepare a shipment exception briefing from scattered updates
Logistics and Distribution
Prepare a shipment exception briefing from scattered updates
Turn shift notes into a handover the next team can use
Managed Operations and Facilities Services
Turn shift notes into a handover the next team can use
Prepare production meetings around the exceptions that need a decision
✓✓Manufacturing
Prepare production meetings around the exceptions that need a decision
- Prepare a property listing draft from these verified details. Create a clear description and highlights, flag conflicting measurements or features, and keep unverified owner statements in a review list. Do not invent amenities, availability, proximity claims, or investment returns.
Create a property listing pack from verified details
Real Estate and Property Management
Create a property listing pack from verified details
Turn a client vacancy call into a clear recruitment brief
Recruitment and Staffing
Turn a client vacancy call into a clear recruitment brief
Turn supplier product information into a consistent listing draft
Retail and Ecommerce
Turn supplier product information into a consistent listing draft
Connect your apps and data
Connect a supported service when the task needs it, then continue working in the same chat with its available tools.
Your data stays yours
It is not sold, and it is not used to train anyone’s model. Synced history is encrypted with a key we never receive.
Download Upfyn
One team, wherever you are: on your desk, in your browser and in your pocket.