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Compile Your Monthly Newsletter With AI

By the end of this recipe you'll have an automation that, on the first of every month, gathers your team's wins from your boards, drafts a ready-to-edit newsletter with AI, and drops it in a document for a person to review and send. No more chasing people for updates or staring at a blank draft — because your shipped features, closed deals, and resolved tickets already live in Copera, the AI has the raw material to write the first draft for you.

Readiness: Available now (built as one Automation). The version where a single named teammate owns the newsletter end to end — gathering, drafting, and nudging you to send — is rolling out in early access.

What it does​

The newsletter compiler is one automation with a human in the middle:

  1. It runs on a schedule — say, 9:00 AM on the first business day of each month.
  2. It gathers the month's wins from your boards: the rows that were completed, shipped, or closed since the last edition. You can pull from one board or from several (product, sales, support) in the same run.
  3. It drafts the newsletter with an AI step — a headline, a short intro, and a section per theme — written from those actual wins, not made up.
  4. It saves the draft as a document in your Marketing folder and pings the editor with the link.
  5. A human reviews, edits, and sends. The AI does the gathering and the writing; a person still signs off on the wording before it reaches anyone.

Keeping the final send in human hands is what makes this safe to run every month unattended — the tedious part (finding the wins, writing the first pass) is automated, and the judgment call stays with you.

Build it yourself​

One-time setup​

Create the Wins board (or reuse a board you already have)

You need a place the wins live. Two good options:

  • A dedicated Wins board — a table with columns for Win (what happened), Team, Category (Product, Sales, Support, Culture…), and Date. People add rows all month; the automation compiles them.
  • Your existing project board — no new habit required. The "wins" are simply the rows that reached a Done, Shipped, or Closed status this month.

Either works. If you want contributions to be effortless, add a public "Submit a win" form to the Wins board so anyone can log one in seconds (a Form submitted trigger creates the row).

The automation​

Trigger: Schedule

Add a Schedule trigger set to your newsletter cadence — for example, 9:00 AM on the first business day of every month. This one trigger is what turns the whole thing into a standing monthly ritual.

Action: Find the month's wins

Add a Find rows action that pulls this edition's wins — for example, rows where Status is Done (or Shipped/Closed) and the completed date falls in the last month. Want a company-wide newsletter? Add a Find rows step per board — one for shipped features, one for closed deals, one for resolved tickets — so a single run spans every team.

Transform: Assemble the list

Add a Join transform to combine the found rows into one clean, readable list the AI can work from. (A templating transform is an alternative if you want to shape each line's format precisely.)

AI step: Draft the newsletter

Add an AI → Generate step that writes the newsletter from that list: a subject line, a warm intro, and a short section per category, each with the wins bulleted underneath. Give it your voice in the prompt ("upbeat, plain-spoken, 300 words") so the first draft already sounds like you.

AI step (optional): Add an industry-news section

Want more than internal wins? Add an AI → Web research step on your topics or keywords, then have the Generate step weave a short, cited "what's happening in our space" section into the draft. Add an AI → Generate image step too if you want an on-brand header image.

Action: Save it as a document for review

Add a Create document action that saves the draft into your Marketing folder. This is the reviewer's editable working copy — the AI's first pass, ready for a human to polish.

Action: Tell the editor it's ready

Add a Send direct message action to your newsletter editor with the document link — "📬 This month's newsletter draft is ready to review." (Prefer a team-wide heads-up? Use Post channel message to your Marketing channel instead.)

tip

Sending to an internal team? You can skip the document and deliver straight to a draft email instead. Point a Send or draft email action at your team (or a channel) in draft mode, so the newsletter shows up ready to send after a quick read-through — no copy-paste.

Or just ask Copera AI​

You don't have to assemble the graph by hand. Open Ask Copera AI and describe it:

"Create a Wins board with columns for the win, the team, the category, and the date. Then build an automation that on the first of every month gathers last month's wins, drafts a team newsletter from them with a subject line and a section per category, saves it as a document in our Marketing folder, and sends me a DM with the link so I can edit and send it."

Ask Copera AI can create the board and its columns, then assemble the automation for you. With the default Ask before acting permission mode, it shows a review card for each change before anything is created — so you approve the board and the automation before they exist. See What Copera AI Can Do for the full list of what it can build.

Make it a standing teammate​

Early access

Standing AI teammates are rolling out gradually. When one is available in your workspace, you can put a single named teammate — a "Newsletter Editor" — in charge of the whole ritual: it watches the wins pile up across your boards through the month, drafts the edition for review, and nudges you when it's time to send, all on its own schedule and under its own identity. If you don't see teammates yet, they're on the way — everything in this guide can be built today as an Automation.

Tips​

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Let people submit wins in one click. Add a public "Submit a win" form to your Wins board and drop the link in your team channel. A Form submitted trigger files each one as a row, so by month-end the compiler already has a full, self-served list to work from — no chasing.

tip

Keep the send in human hands. Draft into a document or a draft email first, and let a person do the final read and send. It's the safe way to automate the 90% that's tedious (gathering and writing) without anything unreviewed going out under your name.

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Pull from every team in one run. A newsletter is more interesting when it spans the company. Add a separate Find rows step per board — Product, Sales, Success, People — and Join them all before the Generate step, so one edition celebrates the whole month across every department.

tip

Set a spend cap. Because the Generate step (and any image or research) draws on AI usage, give the automation a per-automation spend cap so a big month can never run past a budget you choose. The usage dashboard shows exactly where credits go.

tip

Sending to an external subscriber list? Copera's email actions send to the people and channels in your workspace, not to a mailing-list tool. For an external audience, either send from the reviewed document through your usual email service, or add an authenticated HTTP action to push the approved draft into your email platform's API.

Frequently Asked Questions​

Can Copera compile a newsletter automatically?​

Yes. A monthly automation gathers this month's wins from your boards with a Find rows step, uses an AI Generate step to draft the newsletter — a headline, a short intro, and sections — and saves it as a document for your team to review and edit. You choose the schedule and where the draft lands; nothing is sent until a person signs off.

Does Copera send the newsletter without me reviewing it?​

No, unless you design it that way. The recommended pattern drafts the newsletter into a document or a draft email for a human to edit and send. The AI does the gathering and the writing; a person still approves the wording before it reaches your audience.

Where do the newsletter's "wins" come from?​

From your boards. A Find rows step pulls this month's completed, shipped, or closed rows — from a project board, a CRM board, a support board, or a dedicated Wins board people add to all month. Because your work already lives in Copera, the AI has real data to summarize instead of a blank page.

Can the newsletter include industry news, not just internal wins?​

Yes. Add a Web research AI step to gather current, cited material on your topics, then have the Generate step weave an external-news section into the draft alongside your internal wins.

How often can the newsletter run?​

Any recurring cadence. The Schedule trigger can fire monthly, biweekly, or weekly — set it to whatever your newsletter rhythm is, for example the first business day of every month.