Associates checked against objects, in one pass
One sentence in, and a companion has been through the Copper associates, put them where you can read them, and marked the ones it was not sure about.
Open the associate. Check it against something else. Write the change. Move to the next one. That is the Copper afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a associate until you approve it.
What it can do is exactly what Copper exposes to an account you authorise and nothing beyond it: 4 operations, 2 reads and 2 writes. In practice that means it can create an or update project and create an or update person, and work across the associates, objects and persons.
The Copper API stops at Copper. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
What does it already know about your objects?
2 of the 4 operations are reads.
Your account, not a guess at it: a companion can get an object and associate to project, and the full list below is the whole list, with nothing inferred from Copper's documentation.
The associates are what most of this inventory is about, alongside the objects. A companion can hold all 4 of these operations and forty open tabs in the same pass, which is how an afternoon of Copper admin becomes a queue you review.
- Get Object
- Associate to Project
What happens before it can create or update project?
All 2 write operations wait for you.
A companion can create an or update project and create an or update person, and each one is staged on an approval card first: you see the associate, the field and the new value before it lands in Copper.
Nothing in Copper is sent, changed or deleted on your behalf without that click, and a rejected card leaves the associate exactly as it was. The gate is the same one on every surface, described at security.
- Create or Update Project
- Create or Update Person
Can it get object every morning by itself?
Yes.
Saved as a routine, the Copper associates pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the Copper associates sweep among them, and finished runs are published at real runs.
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