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AI Teammates

Early access

AI teammates are rolling out gradually. If you don't see them in your workspace yet, they're on the way — and every job a teammate can do can be built today as an Automation or run on demand with Ask Copera AI.

An AI teammate is a named agent that runs on its own schedule, under its own identity, doing a standing job for your workspace. Where Ask Copera AI works alongside you in a conversation and Automations fire on a trigger, a teammate is a persistent worker with a role — it shows up, does its job, and reports back, even when no one asked.

Think of the AI Playbook as the list of jobs you could hire a teammate for: a daily executive briefing, a stale-lead nudger, an onboarding buddy, a content manager. Each one can be an always-on teammate.

How teammates fit alongside the rest of Copera AI​

Works whenBest for
Ask Copera AIYou're in a conversationOn-demand answers and actions you drive
AutomationsA trigger firesDeterministic, event-driven workflows
AI teammatesOn their own scheduleStanding, recurring jobs that need judgment

Many teams use all three: an automation handles the mechanical trigger-to-action steps, and a teammate owns the recurring, reason-about-it work — reading the week's activity, deciding what matters, and reporting it.

What a teammate can do​

A teammate acts under its own identity, and you decide how much it can do:

  • Read (on by default): workspace members, channels and direct messages, documents, and meeting notes.
  • Write (opt-in, per teammate): create and update rows, create and update documents, build boards, tables, and columns, create channels, send direct messages, and post to channels.

What a teammate can't do​

The boundaries are deliberate and are what make a standing agent safe to run:

  • No deleting. A teammate never deletes your data.
  • No sending outside your workspace. It can't email or message beyond Copera — outbound-to-the-world stays with automations and their connectors, where you can gate it behind approval.
  • Never beyond its permissions. A teammate only sees and does what it's been granted, nothing more.

From recipe to teammate​

Every recipe in the AI Playbook shows two things you can do today — build it as an automation, or ask Copera AI to do it — plus a note on running it as a standing teammate once the feature reaches your workspace. That's the path: prove the job as an automation, then hand it to a teammate to own.

Frequently Asked Questions​

What is an AI teammate?​

A named agent that runs on its own schedule, under its own identity, doing a standing job for your workspace — reading your data and doing recurring work between the times you talk to it. It's rolling out in early access.

How is it different from an automation?​

An automation is a fixed flow that runs on a trigger. A teammate is a persistent worker with a role that reasons across your data and does a broader recurring job. They complement each other.

What can a teammate do, and what can't it?​

It can read members, channels, docs, and meeting notes, and — when granted — create/update rows and docs, build boards/tables/columns, create channels, send DMs, and post to channels. It can't delete data or send anything outside your workspace, and it only acts within its permissions.