Upside AI
Your Agent
Ecosystem
Four specialized automated agents working together to eliminate the admin that slows your business down
Agent 01
The Briefer
Researches every person you meet and delivers a one-page brief 30 minutes before the call
Pre-meeting intelligence
Agent 02
The Notetaker
Records your meetings, writes the summary, drafts the follow-up, and updates your CRM
Post-meeting automation
Agent 03
Inbox Manager
Sorts your email twice daily, drafts responses in your voice, flags what truly needs you
Email intelligence
Agent 04
The Scheduler
Sends reminders, handles no-shows, and confirms appointments automatically
Scheduling automation
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Upside AI
Email & Calendar
Gmail Outlook Google Calendar
CRM & Pipeline
HubSpot Salesforce Contacts
Meetings & Recording
Zoom Google Meet Otter.ai Plaud
Booking & Scheduling
Calendly Acuity ServiceTitan Jobber
Communication
SMS / Text Zapier Webhooks