Give CopperRiver the numbers. It writes and sends the emails. You just approve.
Every Monday you send progress updates to 15 clients. The format is always the same — here's what we did, here's what we found, here's what's next. But the numbers, the specifics, the client name — those change every week. So you copy the template, paste in new data, personalize the greeting, send. Fifteen times.
Write client update emails for these 15 clients using the same format as last week. Here's this week's data for each one. Draft all 15 emails.
4 steps
Done. Your file is ready.
You open CopperRiver, describe what you need in plain English, and it gets to work. That's genuinely the whole setup.
Under the hood, CopperRiver runs as a desktop app with access to your browser, your files, and your terminal. When you give it a task, it breaks that task into steps — opening pages, reading content, clicking buttons, filling forms, pulling data, writing files — and executes them in sequence. You can watch it work in real time if you want to see exactly what it's doing, or you can minimize it and come back when it's finished. Either way, you get a summary of what it did and what it found.
There's no API to configure. No code to write. No workflow builder to learn. You don't need to know what's happening behind the scenes for it to work — but if something goes wrong, the step-by-step log makes it easy to see where and why.
Once you've run a task and it works the way you want, you can save it and schedule it to run on a timer — every morning, every Friday, whenever. The next time it runs, you don't have to do anything. It just runs. That's the loop: describe it once, watch it work, schedule it if you want it to repeat.
The ops person with too many spreadsheets
Every Friday afternoon, they were manually pulling numbers from three different dashboards, pasting them into a master sheet, and formatting it before sending it to their manager. It took 45 minutes and they hated it. Now CopperRiver does it while they're in standup.
The researcher who started every morning with five browser tabs
Prices, competitor updates, industry news, a couple of forums — same sites, every day, looking for anything that changed. They weren't doing deep analysis, just triage. CopperRiver checks all of it and surfaces only what's new or worth reading.
The small business owner doing data entry that should have been automated years ago
Orders coming in through one system, inventory tracked in another, invoices generated in a third. They were the human glue between tools that didn't talk to each other. CopperRiver handles the transfers so they're not.
The developer who kept copy-pasting between tools
Not because they couldn't automate it — they could — but because it wasn't worth writing a script for something they did twice a week. CopperRiver is faster than writing the script and doesn't require maintaining it.
CopperRiver currently runs on macOS. Windows support is in active development and is the next platform on the roadmap. Linux support is planned but further out — if that's important to you, it's worth signing up so we know there's demand.
CopperRiver understands pages semantically, not just by pixel position, so minor layout changes often don't break anything. If a site does a major redesign, a task might need a quick re-run to re-learn the new structure. It's more resilient than a traditional scraper or macro.
Yes. Once a task runs successfully, you can save it and set a schedule — daily, weekly, on a specific day and time. CopperRiver runs it in the background and logs the results. You only need to look at it if something changes or you want to review the output.
Yes, there's a free tier that lets you run tasks and get a feel for how it works before committing to anything. The free plan has some limits on how many tasks you can run per month, but it's enough to test your actual use case — not just a demo environment. No credit card required to start.