Outseta StrawberryAccounts, deals and persons, worked for you
Outseta exposes 3 operations and a companion can work all of them: add a person, add a deal and add an account. Anything that changes a record waits for your click.
Open the account. Check it against something else. Write the change. Move to the next one. That is the Outseta afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a account until you approve it.
What it can do is exactly what Outseta exposes to an account you authorise and nothing beyond it: 3 operations, no reads and 3 writes. In practice that means it can add a person, add a deal and add an account, and work across the accounts, deals and persons.
The Outseta API stops at Outseta. 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 accounts or ask you for them?
In the tab.
Outseta exposes no read operation to a connected account, so a companion opens Outseta in the session you are already signed into and reads the screens you would.
The accounts are what most of this inventory is about, alongside the deals. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of Outseta admin becomes a queue you review.
What happens before it can add person?
All 3 write operations wait for you.
A companion can add a person, add a deal and add an account, and each one is staged on an approval card first: you see the account, the field and the new value before it lands in Outseta.
Nothing in Outseta is sent, changed or deleted on your behalf without that click, and a rejected card leaves the account exactly as it was. The gate is the same one on every surface, described at security.
- Add Person
- Add Deal
- Add Account
Does the account sweep have to be asked for every time?
Yes.
Saved as a routine, the Outseta accounts 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 Outseta accounts sweep among them, and finished runs are published at real runs.
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