The company work, done and queued for one look
It reads every company your Aero Workflow account holds, drafts the changes that follow, and hands you a card for each one before a single company moves.
Open the company. Check it against something else. Write the change. Move to the next one. That is the Aero Workflow afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a company until you approve it.
What it can do is exactly what Aero Workflow exposes to an account you authorise and nothing beyond it: 7 operations, 1 read and 6 writes. In practice that means it can create a vault entry, create a task and create an email aero, and work across the companies, appointments and contacts.
The Aero Workflow API stops at Aero Workflow. 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.
Can it find company on its own?
1 of the 7 operations is a read.
Your account, not a guess at it: a companion can find a company, and the full list below is the whole list, with nothing inferred from Aero Workflow's documentation.
The companies are what most of this inventory is about, alongside the appointments. A companion can hold all 7 of these operations and forty open tabs in the same pass, which is how an afternoon of Aero Workflow admin becomes a queue you review.
- Find Company
What happens before it can create vault entry?
All 6 write operations wait for you.
A companion can create a vault entry, create a task and create an email aero, and each one is staged on an approval card first: you see the company, the field and the new value before it lands in Aero Workflow.
Nothing in Aero Workflow is sent, changed or deleted on your behalf without that click, and a rejected card leaves the company exactly as it was. The gate is the same one on every surface, described at security.
- Create Vault Entry
- Create Task
- Create Email Aero
- Create Contact
- Create Company
- Create Appointment
Can it create vault entry on a schedule?
Yes.
Saved as a routine, the Aero Workflow companies 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 operations playbook catalogues the other recurring shapes of the operations, the Aero Workflow companies sweep among them, and finished runs are published at real runs.
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