Use Cases
Who Deck is for
Deck is built for anyone who'd benefit from a virtual teammate — someone who reads what you read, files what you'd file, watches what you can't keep watching, and is ready with the right context the moment you ask.
That description fits more roles than you'd think. The pages below are role-specific playbooks: the three things to set up first, the use cases worth wiring early, and what good looks like two weeks in. Pick the one closest to your day and steal the setup.
Finance
Deal flow, diligence, IC prep. Forward CIMs and data rooms; ask Deck to compare them.
ReadFounders
Investor updates, board prep, hiring threads, all-hands material — all in one place.
ReadMarketing
Competitor watch, campaign briefs, content calendars, customer-quote mining.
ReadSales & CS
Stewardship for every account — pipeline reviews, stalled-deal nudges, QBR prep.
ReadOperations
Vendor SLAs, incident logs, weekly ops digests, renewal calendars.
ReadResearch
Literature pulls, market maps, source tracking, synthesised weekly digests.
ReadRecruiting
Candidate pipelines, interview debriefs, stale-thread chasing, scorecard syntheses.
ReadHouseholds
Family schedules, school logistics, contractor quotes, travel planning — one shared assistant.
ReadAttorneys
Matter management, redline tracking, deadline watch, closing memos — every document filed against the right case.
ReadCustomer Success / Support
Ticket context on tap, KB-aware suggestions, escalation summaries, churn-signal watch.
ReadCommon questions
Can my whole team use Deck together?
Each person gets their own Email Assistant address, projects, and profile. Teams typically share conventions (project names, scheduled-task patterns) without sharing accounts — that keeps replies private and personalization tight.
Is Deck a replacement for my CRM / PM tool / mail client?
No — it sits alongside them. Deck reads from them (via integrations) and adds the "and now what?" layer.
What if my role isn't on the list?
The personas are starting points, not boxes. If your day involves email, documents, and recurring decisions, the patterns transfer. Contact us and we'll help map it out.