Categories and clients out of YoPlanning without the tab work
5 read operations and no writes: a companion can list teams and list payments in YoPlanning and hand back the categories with the source on each row.
Open the category. Check it against something else. Write the change. Move to the next one. That is the YoPlanning afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing changed until you say so.
What it can do is exactly what YoPlanning exposes to an account you authorise and nothing beyond it: 5 operations, 5 reads and no writes. In practice that means it can list teams, list payments and list orders, and work across the categories, clients and orders.
The YoPlanning API stops at YoPlanning. 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 categories come from?
All 5 operations read.
Your account, not a guess at it: a companion can list teams, list payments and list orders, and the full list below is the whole list, with nothing inferred from YoPlanning's documentation.
The categories are what most of this inventory is about, alongside the clients. A companion can hold all 5 of these operations and forty open tabs in the same pass, which is how an afternoon of YoPlanning admin becomes a queue you review.
- List Teams
- List Payments
- List Orders
- List Clients
- List Categories
How does a companion change a category?
Through the screens you already use.
YoPlanning exposes no write operation to a connected account, so a companion drives YoPlanning in the session you are already signed into instead, filling the same forms you would to move a category, and anything consequential stops for an approval card before it happens.
That is the ordinary case rather than the exception. Most of what a category in YoPlanning touches has no API pointed at it, and a companion is useful precisely because it does not need one.
Can it list teams every morning by itself?
Yes.
Saved as a routine, the YoPlanning categories 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 YoPlanning categories sweep among them, and finished runs are published at real runs.
Experience Strawberry for free
DownloadTrusted by fast-growing companies worldwide
Frequently asked questions
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