White Swan StrawberryGet referred clients info in White Swan, without opening it
One sentence in, and a companion has been through the White Swan complete plan requests, put them where you can read them, and marked the ones it was not sure about.
Open the complete plan request. Check it against something else. Write the change. Move to the next one. That is the White Swan afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a complete plan request until you approve it.
What it can do is exactly what White Swan exposes to an account you authorise and nothing beyond it: 3 operations, 1 read and 2 writes. In practice that means it can submit a complete plan request and create pre-fill info, and work across the complete plan requests, pre-fill infos and referred clients infos.
The White Swan API stops at White Swan. 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 complete plan requests come from?
1 of the 3 operations is a read.
Your account, not a guess at it: a companion can get a referred clients info, and the full list below is the whole list, with nothing inferred from White Swan's documentation.
The complete plan requests are what most of this inventory is about, alongside the pre-fill infos. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of White Swan admin becomes a queue you review.
- Get Referred Clients Info
Who signs off on a new pre-fill info?
All 2 write operations wait for you.
A companion can submit a complete plan request and create pre-fill info, and each one is staged on an approval card first: you see the complete plan request, the field and the new value before it lands in White Swan.
Nothing in White Swan is sent, changed or deleted on your behalf without that click, and a rejected card leaves the complete plan request exactly as it was. The gate is the same one on every surface, described at security.
- Submit Complete Plan Request
- Create Pre-fill Info
What does the recurring complete plan requests pass look like?
Yes.
Saved as a routine, the White Swan complete plan requests 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 store admin, the White Swan complete plan requests 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