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Works with
✻ Claude ChatGPT
9:41
Build a 6-week cohort for first-time managers, with a weekly check-in and a reflection worksheet each week.
up Done. First-Time Managers is ready: 6 sections, 18 activities.
First-Time Managers
6-week cohort
Week 1
What the job actually is
Weekly Check-In
Reflection Worksheet
Week 23
Week 33
Open in upcoach
Build
Describe your program. Watch it appear.
Tell your assistant the format, the weeks, the method. It builds the structure in upcoach while you talk, an editable draft you shape from there.
Week 1: Foundations Draft
Collapse All Add Module
Session 1
0 completed Activity
Activities
Lesson
What the job actually is
Check-In
Weekly Check-In
Worksheet
Reflection Worksheet
Session 2
0 completed Activity
Activities
Lesson
Giving feedback that lands
Worksheet
Feedback Practice Worksheet
✻ JT
Build a 6-week cohort program for first-time managers, with a weekly check-in and a reflection worksheet each week.
Connecting to upcoach, then building the structure.
upcreate-space-tool
upcreate-section-tool
upcreate-worksheet-activity-tool
upcreate-check-in-activity-tool
upcreate-lesson-activity-tool
Done. Created First-Time Managers, 6 sections, 18 activities. Open to edit.
Write a message…
Full structure from one prompt
Drip and locking built in
Editable, it is yours from here
Run
Know who needs you. Act in the same breath.
Ask who went quiet or who is on a streak, then act without switching tabs: post the nudge, book the call, drop a new worksheet into the module.
# Cohort Discussion
PP
Priya PatelMon 09:14
Catching up after travel, will get to the worksheet today.
👏 2
DK
Dana KimTue 16:40
Week 2 reflection done. The feedback formula is gold.
❤️ 1🔥 1
Today
JT
Jordan TaoCoachjust now
Hey @Marcus @Priya, quick nudge on this week's check-in. It takes about five minutes and really helps me tailor Thursday's session. You've got this.
Type a message…
✻ JT
Who has not submitted this week's check-in? Write a friendly nudge and post it to the cohort channel.
Finding who is behind, then drafting a nudge.
upinactive-clients-tool
Marcus Lee and Priya Patel have not checked in this week. Here is a warm nudge:
Hey Marcus and Priya, quick nudge on this week's check-in. It takes about five minutes and really helps me tailor Thursday's session. You've got this.
upsend-channel-message-tool
Posted to Cohort Discussion. Marcus and Priya are tagged.
Write a message…
Finds who went quiet
Posts and books, you approve
Schedules the weekly call
Prove
The report your sponsor wants, in one ask.
Turn one participant's real data into a clean narrative, or ask across the whole program: where people drop off, what changed since intake.
✻ JT
How is Sarah doing? Write a short update I can send her sponsor.
Pulling Sarah's progress, then writing the update.
upclient-insights-tool
Sponsor update: Sarah Chen
First-Time Managers, May cohort
Completion
83%
Attendance
8 / 9
Engagement
High
Growth
2 → 4
Sarah is on track and engaged, completing every reflection worksheet and active in the cohort channel.
Recommended next step A short stretch goal for Week 6 to carry the momentum past the program.
Write a message…
Built from real data
Drop-off across the program
Paste-ready to send
Connect once, then just ask
upcoach connects to Claude and ChatGPT through MCP, an open standard for linking AI assistants to real tools. Your assistant works with your account's permissions and acts only when you ask. Changes appear in upcoach instantly. Included in every plan.
✻
Your assistant
Claude / ChatGPT
acts with your permissions
MCP
open standard
only when you ask · changes appear instantly
upcoach
your programs, live
Works with your whole stack
Run it from where you already work
You already work across Slack, your CRM, and your notes inside your assistant. Because upcoach is open, it sits right there with them, so a single ask can move between them.
#
Slack
channels
upcoach
recap posts here
✻
Your assistant
Claude · ChatGPT
N
Notion
your notes
H
HubSpot
your CRM
›Post my call notes to the cohort channel as a recap.
›Every Friday, pull this week's progress and send it to our Slack channel.
›Which of this week's HubSpot contacts are not in the program yet?
These are your assistant's connectors, not upcoach integrations. If a tool is connected in Claude or ChatGPT, one ask can move between it and upcoach.
A full platform underneath
Everything the assistant does lands in a real program: curriculum, community, events, payments, reports. upcoach is the platform. The assistant is the fastest way to drive it.
Built for operators running $500 to $10K programs, where follow-through decides results.
Explore more of the platform
Questions, answered
Claude and ChatGPT today, and also Claude Desktop and Cursor. The connection is built on an open standard (MCP), so support grows as more assistants adopt it.
Build programs end to end: spaces, sections, modules, lessons, worksheets, check-ins, and task lists, with release scheduling and module locking. Pull progress, engagement, and participant reports. Find inactive participants. Draft and send channel messages and feed posts. Create one-off or recurring events. Search and reuse your Activity Library.
No. It acts only on your requests, inside your account's roles and permissions. You see what it did, and everything stays editable in upcoach.
You connect from your own assistant account using its connector features (Claude needs Pro or Max, ChatGPT needs Plus or higher). upcoach adds no extra charge: the integration is included in every plan.
An organization admin connects it once through a secure authorization. After that, anyone you allow uses it within their own roles and permissions.
Yes, through your assistant. If you have other connectors in Claude or ChatGPT, one ask can read from them and act in upcoach, or pull an upcoach report into Slack. Those are your assistant's connectors, not upcoach integrations.
Yes, through your assistant's scheduled tasks. For example, pull a weekly progress report from upcoach and post it to Slack every Friday.
The connection runs through your account and respects your roles and permissions. Nothing is exposed beyond what your account can already see.
No. This is for you and your team. Participants simply use upcoach, on web or mobile.
Most platforms add a chatbot inside their own app. upcoach connects to the assistant you already work in all day, next to your notes, files, and other tools, and it acts on the real program: it builds, reports, and messages instead of only answering.
Yes. Everything the assistant does, you can do by hand. Nothing is locked behind AI.
Every plan, with the same capabilities. Plans differ by active participants and team seats, not by features.
Start your trial, open Settings, Integrations, MCP, and follow the guide for Claude or ChatGPT. Your first prompt can be as simple as “Show me my programs.”
Your next program is one conversation away.
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