Wealthbox StrawberryThe Wealthbox contacts nobody wants to work through
Hand a companion the outcome. It reads the Wealthbox contacts, does the 10-operation version of the job, and stops for your click on anything that changes a record.
Open the contact. Check it against something else. Write the change. Move to the next one. That is the Wealthbox afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a contact until you approve it.
What it can do is exactly what Wealthbox exposes to an account you authorise and nothing beyond it: 10 operations, 3 reads and 7 writes. In practice that means it can start a workflow, create a task and create an opportunity, and work across the contacts, events and households.
The Wealthbox API stops at Wealthbox. 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 contacts come from?
3 of the 10 operations are reads.
Your account, not a guess at it: a companion can list workflow templates, list households and find a contact, and the full list below is the whole list, with nothing inferred from Wealthbox's documentation.
The contacts are what most of this inventory is about, alongside the events. A companion can hold all 10 of these operations and forty open tabs in the same pass, which is how an afternoon of Wealthbox admin becomes a queue you review.
- List Workflow Templates
- List Households
- Find Contact
Which contacts wait for your approval?
All 7 write operations wait for you.
A companion can start a workflow, create a task and create an opportunity, and each one is staged on an approval card first: you see the contact, the field and the new value before it lands in Wealthbox.
Nothing in Wealthbox is sent, changed or deleted on your behalf without that click, and a rejected card leaves the contact exactly as it was. The gate is the same one on every surface, described at security.
- Start Workflow
- Create Task
- Create Opportunity
- Create Note
- Create Event
- Create Contact
- Add Member To Household
What does the recurring contacts pass look like?
Yes.
Saved as a routine, the Wealthbox contacts 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 sales pipeline playbook catalogues the other recurring shapes of pipeline work, the Wealthbox contacts sweep among them, and finished runs are published at real runs.
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Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents