Offorte StrawberryProposals checked against contact organisations, in one pass
Hand a companion the outcome. It reads the Offorte proposals, does the 10-operation version of the job, and stops for your click on anything that changes a record.
Open the proposal. Check it against something else. Write the change. Move to the next one. That is the Offorte afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a proposal until you approve it.
What it can do is exactly what Offorte exposes to an account you authorise and nothing beyond it: 10 operations, 6 reads and 4 writes. In practice that means it can send a proposal, create a proposal and create a contact person, and work across the proposals, contact organisations and contact details.
The Offorte API stops at Offorte. 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 proposals come from?
6 of the 10 operations are reads.
Your account, not a guess at it: a companion can search a contact people, search a contact organisation and list users, and the full list below is the whole list, with nothing inferred from Offorte's documentation.
The proposals are what most of this inventory is about, alongside the contact organisations. A companion can hold all 10 of these operations and forty open tabs in the same pass, which is how an afternoon of Offorte admin becomes a queue you review.
- Search Contact People
- Search Contact Organisation
- List Users
- List Proposals
- List Proposal Templates
- Get Contact Details
What happens before it can send proposal?
All 4 write operations wait for you.
A companion can send a proposal, create a proposal and create a contact person, and each one is staged on an approval card first: you see the proposal, the field and the new value before it lands in Offorte.
Nothing in Offorte is sent, changed or deleted on your behalf without that click, and a rejected card leaves the proposal exactly as it was. The gate is the same one on every surface, described at security.
- Send Proposal
- Create Proposal
- Create Contact Person
- Create Contact Organisation
What does the recurring proposals pass look like?
Yes.
Saved as a routine, the Offorte proposals 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 operations, the Offorte proposals sweep among them, and finished runs are published at real runs.
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