Case Study

An AI Back-Office Assistant for a Cooperative

An assistant that helps the operations lead of coop.tech, a Portuguese tech cooperative. It triages her email, tracks funding calls, keeps her task sheet up to date and answers questions. It drafts. She approves.

Role
Architect & Builder
Stack
Claude · Python · Google Sheets · Discord
Status
In production

01The Problem

One person carries most of the cooperative's admin. She handles funding and grant applications, with around 18 in flight at any time. She also follows up with the accountants, onboards new members and drafts documents.

On top of that sits a heavy email load. Email is the biggest pain. Between the inbox and the funding deadlines, the week is gone before the real work starts.

02What the Assistant Does on a Normal Day

She talks to the back-office assistant in a private chat channel, like she would with a colleague. It works in the Google Sheet she already uses for her tasks. She likes spreadsheets, so there was no new app to learn.

Other members use the same assistant through a web chat inside the cooperative's internal tool. So it isn't tied to one chat app.

03Watch It Run

This is a replay of a typical morning. Press play. Names and content are made up, but the behaviour matches the real assistant.

back-office-assistant · session replay Simulated

04Safety by Design

This is the part that matters most. The assistant does the busywork. A person decides anything that leaves the building.

The hard rule: it drafts, but it never sends an email, makes a payment or submits anything to an official registry without her explicit confirmation in chat.

05Under the Hood

06What Came Out of It

Want an assistant like this for your team?
I build assistants that do the admin while a person approves anything that matters.