Pipeline StrawberryHand the Pipeline companies to a companion
Hand a companion the outcome. It reads the Pipeline companies, does the 14-operation version of the job, and stops for your click on anything that changes a record.
Open the company. Check it against something else. Write the change. Move to the next one. That is the Pipeline 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 Pipeline exposes to an account you authorise and nothing beyond it: 14 operations, 4 reads and 10 writes. In practice that means it can update a person, update a deal and update a company, and work across the companies, deals and persons.
The Pipeline API stops at Pipeline. 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 companies come from?
4 of the 14 operations are reads.
Your account, not a guess at it: a companion can find an user, find a person and find a deal, and the full list below is the whole list, with nothing inferred from Pipeline's documentation.
The companies are what most of this inventory is about, alongside the deals. A companion can hold all 14 of these operations and forty open tabs in the same pass, which is how an afternoon of Pipeline admin becomes a queue you review.
- Find User
- Find Person
- Find Deal
- Find Company
Can it change a company without asking?
All 10 write operations wait for you.
A companion can update a person, update a deal and update a company, and each one is staged on an approval card first: you see the company, the field and the new value before it lands in Pipeline.
Nothing in Pipeline 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.
- Update Person
- Update Deal
- Update Company
- Move Deal Stage
- Create Task
- Create Person
- Create Event
- Create Deal
- Create Company
- Create Activity
What does the recurring companies pass look like?
Yes.
Saved as a routine, the Pipeline 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 planning, the Pipeline companies sweep among them, and finished runs are published at real runs.
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