Integrations / Documents
Connect ActiveMerge to WhatsApp with an AI agent
Flann turns ActiveMerge into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in ActiveMerge for you. Your files and documents are in ActiveMerge. Flann finds them, reads them and prepares new ones from WhatsApp.
13 actions in ActiveMerge. 9 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in ActiveMerge
You do not need the exact wording. These are the kinds of messages Flann turns into ActiveMerge actions.
“Show me my stored files in ActiveMerge.”
“Show me my image templates in ActiveMerge.”
“Look up the image generation in ActiveMerge.”
“Generate images in ActiveMerge.”
“Generate a document in ActiveMerge.”
“Generate workflow documents in ActiveMerge.”
Step by step: ActiveMerge jobs you can hand to Flann
How a request turns into real ActiveMerge actions, one step at a time.
Get answers about your stored files
- You message Flann on WhatsApp: “What is the latest on our stored files in ActiveMerge?”
- Flann runs
List Stored Filesin ActiveMerge and shows you what it found. - Nothing in ActiveMerge is changed: these are look-ups, so they run straight away.
Check your credits from WhatsApp
- You message Flann on WhatsApp: “Show me where our credits in ActiveMerge stand.”
- Flann runs
Get Creditsin ActiveMerge and shows you what it found. - Nothing in ActiveMerge is changed: these are look-ups, so they run straight away.
Get answers about your workflows
- You message Flann on WhatsApp: “What is the latest on our workflows in ActiveMerge?”
- Flann runs
Get Workflowsin ActiveMerge and shows you what it found. - Nothing in ActiveMerge is changed: these are look-ups, so they run straight away.
Where Flann saves you time in ActiveMerge
Small jobs, repeated often, are where the time goes. Here is how they change once ActiveMerge is connected.
Reading the long contract for you
Today
Supplier agreements and leases run to pages of dense clauses. You skim them late at night, or sign without properly reading the renewal terms.
With Flann
“What does the new linen supplier contract in ActiveMerge say about notice and price rises?”
Every page of the contract in ActiveMerge gets read, not just the first few. You get the notice period, the renewal date, any automatic price rise and anything unusual, each with the clause it comes from.
What you stop doing: Skimming clauses late at night before you sign is over.
Turning supplier invoices into a list
Today
Paper and PDF invoices arrive all week. Someone has to copy the supplier, date, amount and due date into ActiveMerge before anything can be paid.
With Flann
“Read this week’s supplier invoices in ActiveMerge and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through ActiveMerge and comes back as supplier, number, amount and due date. You get one tidy list in the chat, sorted by what is due first.
What you stop doing: Copying invoice details into a spreadsheet one by one is something you leave behind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to ActiveMerge
- In Flann, go to Connectors and find ActiveMerge.
- Paste your ActiveMerge API key into the secure form Flann opens. You will find the key in your ActiveMerge account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right ActiveMerge action itself.
Of the 13 ActiveMerge actions, 9 only read. The other 4 create, update, send or delete. Disconnect ActiveMerge in Connectors whenever you like.
Ways to use ActiveMerge with Flann
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in ActiveMerge for you to check.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches ActiveMerge and brings it into the chat.
Summarise before you read
Ask what a long document says. Flann reads it in ActiveMerge and gives you the points that matter.
How the same job compares, in ActiveMerge directly and through Flann.
| Compare | Opening ActiveMergeLog in, find it, do it | ActiveMerge through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | 9 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 4 changes, made from a message |
| ActiveMerge records | All of them, one screen at a time | 10 kinds, from one chat |
| Set-up | Nothing new to set up | Your ActiveMerge API key, once |
YesPartlyNo
Everything Flann can do in ActiveMerge
Every ActiveMerge action Flann can run, split into what it reads and what it changes.
Looks up 9
- Get Credits
- Get Document Generations
- Get Document Template Placeholders
- Get File Download URL
- Get Image Generation
- Get Image Templates
- Get Workflows
- List Document Templates
- List Stored Files
Changes 4
- Generate Document
- Generate Images
- Generate Workflow Documents
- Save Generated Files
More Documents apps Flann works with
Google SheetsCommon questions
How does Flann connect to ActiveMerge?
Open Connectors in Flann, choose ActiveMerge and paste your ActiveMerge API key into a secure form. You will find the key in your ActiveMerge account settings. Once it is connected, Flann can use 13 actions in ActiveMerge.
Do I need to open ActiveMerge to use it with Flann?
No. Once ActiveMerge is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in ActiveMerge.
Which Flann plan do I need for ActiveMerge?
Any of them. Every Flann plan includes ActiveMerge and every other app.