Tasks checked against clients, in one pass
Hand a companion the outcome. It reads the Paymo tasks, does the 4-operation version of the job, and stops for your click on anything that changes a record.
Open the task. Check it against something else. Write the change. Move to the next one. That is the Paymo afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a task until you approve it.
What it can do is exactly what Paymo exposes to an account you authorise and nothing beyond it: 4 operations, 1 read and 3 writes. In practice that means it can create a task, create a project and create a client, and work across the tasks, clients and projects.
The Paymo API stops at Paymo. 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.
Where do the tasks come from?
1 of the 4 operations is a read.
Your account, not a guess at it: a companion can find a task, and the full list below is the whole list, with nothing inferred from Paymo's documentation.
The tasks are what most of this inventory is about, alongside the clients. A companion can hold all 4 of these operations and forty open tabs in the same pass, which is how an afternoon of Paymo admin becomes a queue you review.
- Find Task
Can it change a task without asking?
All 3 write operations wait for you.
A companion can create a task, create a project and create a client, and each one is staged on an approval card first: you see the task, the field and the new value before it lands in Paymo.
Nothing in Paymo is sent, changed or deleted on your behalf without that click, and a rejected card leaves the task exactly as it was. The gate is the same one on every surface, described at security.
- Create Task
- Create Project
- Create Client
What does the recurring tasks pass look like?
Yes.
Saved as a routine, the Paymo tasks 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 planning, the Paymo tasks sweep among them, and finished runs are published at real runs.
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