Cooperage Assistants · No. 2

Meet your Heads-Up Assistant.

Right now, the stuff that needs you is scattered across your inbox, your calendar, and your own memory. Your Heads-Up Assistant pulls it into one short note each morning, plus a wrap-up at the end of the week so nothing quietly falls off.

The Cooperage Assistants

Four ways to stop things slipping through the cracks. Pick where to start.

What it actually does

It never acts on anything. It just makes sure you see it.

Each morning, it quietly checks your email, calendar, and whatever else you point it at, and sends you a short plain-English note: what needs you today, what's overdue, what to look at first. At the end of the week, it does the same thing over a wider window, so nothing sits quietly for a month before you notice.

AI is cheap. Bad decisions are not.

How it works

Three steps. Running the same day.

1

Answer a few questions

About 3 minutes. Which tools to check, how often you want to hear from it, and what to leave alone.

2

Quick call together

15 minutes. We go over your answers side by side and you grant access the same way you'd let any app onto your Google or Microsoft account.

3

It starts working

Same day. Your first heads-up lands the next morning. Nothing acts on its own, ever.

The plain-English version

No jargon. Here's exactly what's happening.

🖥️ Where it lives

Your assistant runs on its own dedicated computer that we manage, not on your laptop or phone. It never slows your computer down and it's working around the clock, even when your machine is off.

🔑 You keep your keys

We never see or store your password. You grant access the same way you'd let any app onto your Google or Microsoft account, and you can shut it off with one click, anytime, from your own account settings.

📈 Gets smarter every week

It pays attention to what you actually act on versus ignore, and adjusts what it surfaces. The more you use it, the better it gets at knowing what actually needs you.

📬 Skill Notes, every two weeks

A short, plain-English email every couple weeks telling you what it's picked up and improved. It'll also point out patterns worth automating next, so you know what to add, if and when you want it.

The guardrails

It can't do anything you haven't approved.

This is built for business owners, not engineers. The whole point is that nothing risky can happen by accident.

  • It never sends anything, replies to anyone, or takes action. It only reports.
  • It never touches pricing, contracts, refunds, or anything you flag as off-limits.
  • It never spends money, changes settings, or deletes anything in your accounts.
  • We never see or store your password, and you can revoke access in one click.
  • If anything looks off, it stops and tells you rather than guessing.
This is a starting point, not the finish line

Heads-Up Assistant does one job, on purpose. That's how it earns trust to do more.

It starts small so you can see exactly what it does before anything bigger comes into play. Once it's running, your Skill Notes will start surfacing real patterns, like leads going cold or the same question coming up every week, and suggest which of the other Cooperage Assistants would actually help, based on your working style. Nothing gets added without you saying go.

Common questions

Things people ask before they set it up.

Do I need to know anything about AI or computers?

No. This is built for business owners, not engineers. If you can fill out a form and hop on a 15-minute call, you can set this up.

What's a VPS, and why does my assistant need one?

It's just a dedicated computer we manage on your behalf, running your assistant around the clock. Think of it as renting a small, always-on office for your assistant to work in, separate from your own laptop.

Do you see my emails or store my data?

Your assistant reads what it needs to do its job, the same way any app does, but we don't keep a copy of your inbox or calendar anywhere. We never see or store your password, and you can revoke access anytime from your own Google or Microsoft account.

What if it misses something, or flags the wrong thing?

Tell us in a reply or on your next check-in, and it adjusts. It gets better at knowing what actually needs your attention the more it runs.

How much does it cost?

We'll go over pricing on the setup call once we know your account volume, but it starts as a simple monthly fee with no surprise charges. Ask on the call, or email hi@cooperage.works.

Can I turn it off?

Anytime, with one click, from your own Google or Microsoft account settings. There's nothing installed on your computer to uninstall.

Will you just start adding more automations without asking?

No. Heads-Up Assistant only does the one job described here. Your Skill Notes may point out a pattern worth automating next, but nothing new ever gets set up without a separate conversation and your okay first.

Let's get yours running

A few quick questions, about 3 minutes.

What's your business name?

Just so we can label things correctly on our end.

Best name and email for the setup call?

We'll go over your answers together before this goes live.

What should it check each morning?

Select all that apply

Where the stuff that needs you actually lives.

How do you want to hear from it?

Select all that apply

A short daily note, a weekly wrap-up, or both.

What should it leave alone?

Select all that apply

Anything the assistant should never flag or read.

How do you want to hear how it's doing?

Select all that apply

It gets smarter every week it runs. Pick how you'd like that progress reported to you (Skill Notes go out every two weeks by default).

Please answer this question before continuing.