Someone still has to create note. It does not have to be you
DealMachine exposes 3 operations and a companion can work all of them: create a note, add a tags to lead and add a lead. Anything that changes a record waits for your click.
Open the lead. Check it against something else. Write the change. Move to the next one. That is the DealMachine afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a lead until you approve it.
What it can do is exactly what DealMachine exposes to an account you authorise and nothing beyond it: 3 operations, no reads and 3 writes. In practice that means it can create a note, add a tags to lead and add a lead, and work across the leads, notes and tags.
The DealMachine API stops at DealMachine. 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.
Does it read the leads or ask you for them?
In the tab.
DealMachine exposes no read operation to a connected account, so a companion opens DealMachine in the session you are already signed into and reads the screens you would.
The leads are what most of this inventory is about, alongside the notes. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of DealMachine admin becomes a queue you review.
What happens before it can create note?
All 3 write operations wait for you.
A companion can create a note, add a tags to lead and add a lead, and each one is staged on an approval card first: you see the lead, the field and the new value before it lands in DealMachine.
Nothing in DealMachine is sent, changed or deleted on your behalf without that click, and a rejected card leaves the lead exactly as it was. The gate is the same one on every surface, described at security.
- Create Note
- Add Tags to Lead
- Add Lead
Does the lead sweep have to be asked for every time?
Yes.
Saved as a routine, the DealMachine leads 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 DealMachine leads 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