Hand the Workflow Max client groups to a companion
Hand a companion the outcome. It reads the Workflow Max client groups, does the 2-operation version of the job, and stops for your click on anything that changes a record.
Open the client group. Check it against something else. Write the change. Move to the next one. That is the Workflow Max afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a client group until you approve it.
What it can do is exactly what Workflow Max exposes to an account you authorise and nothing beyond it: 2 operations, no reads and 2 writes. In practice that means it can delete a client group and create a client group.
The Workflow Max API stops at Workflow Max. 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.
Which Workflow Max client groups does a companion see?
In the tab.
Workflow Max exposes no read operation to a connected account, so a companion opens Workflow Max in the session you are already signed into and reads the screens you would.
The client groups are what most of this inventory is about, alongside the client groups. A companion can hold all 2 of these operations and forty open tabs in the same pass, which is how an afternoon of Workflow Max admin becomes a queue you review.
Can it change a client group without asking?
All 2 write operations wait for you.
A companion can delete a client group and create a client group, and each one is staged on an approval card first: you see the client group, the field and the new value before it lands in Workflow Max.
Nothing in Workflow Max is sent, changed or deleted on your behalf without that click, and a rejected card leaves the client group exactly as it was. The gate is the same one on every surface, described at security.
- Delete Client Group
- Create Client Group
What does the recurring client groups pass look like?
Yes.
Saved as a routine, the Workflow Max client groups 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 Workflow Max client groups sweep among them, and finished runs are published at real runs.
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