Integrations / Databases
ApptiveGrid on WhatsApp: manage records with an AI agent
Flann turns ApptiveGrid into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in ApptiveGrid for you. Weekly numbers, monthly comparisons, the odd question late at night. Flann reads ApptiveGrid whenever you ask and keeps the answers short enough for a phone screen. When you want a deeper view, ask a follow-up in the same chat.
7 actions in ApptiveGrid. 6 only look things up, and 1 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in ApptiveGrid
You do not need the exact wording. These are the kinds of messages Flann turns into ApptiveGrid actions.
“Look up the grid in ApptiveGrid.”
“Look up the space in ApptiveGrid.”
What Flann can work with in ApptiveGrid
ApptiveGrid gives Flann 7 actions across 4 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Records | createlook up | 3 |
| Spaces | look up | 2 |
How the same record job compares, in ApptiveGrid directly and through Flann.
| Compare | In ApptiveGrid yourselfYou click through each job | Flann on ApptiveGridYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about records | By hand, screen by screen | 6 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 1 change, made from a message |
| ApptiveGrid records | All of them, one screen at a time | 4 kinds, from one chat |
| Set-up | Nothing new to set up | Your ApptiveGrid API key, once |
YesPartlyNo
Step by step: ApptiveGrid jobs you can hand to Flann
How a request turns into real ApptiveGrid actions, one step at a time.
Create a record from a voice note
- You message Flann on WhatsApp: “Create a record in ApptiveGrid with these details.”
- Flann runs
List Recordsin ApptiveGrid and shows you what it found. - Flann runs
Create Recordin ApptiveGrid. - Flann creates it in ApptiveGrid and confirms in the chat.
Get answers about your spaces
- You message Flann on WhatsApp: “What is the latest on our spaces in ApptiveGrid?”
- Flann runs
List SpacesandGet Spacein ApptiveGrid and shows you what it found. - Nothing in ApptiveGrid is changed: these are look-ups, so they run straight away.
Check your users from WhatsApp
- You message Flann on WhatsApp: “Show me where our users in ApptiveGrid stand.”
- Flann runs
Get Current Userin ApptiveGrid and shows you what it found. - Nothing in ApptiveGrid is changed: these are look-ups, so they run straight away.
Where Flann saves you time in ApptiveGrid
Small jobs, repeated often, are where the time goes. Here is how they change once ApptiveGrid is connected.
Logging daily readings and counts
Today
Fridge temperatures, stock counts or class attendance have to go into ApptiveGrid every day. They are written on paper first, then typed up when someone remembers.
With Flann
“Fridge one at three degrees, fridge two at four, freezer at minus eighteen. Log it in ApptiveGrid.”
Your message or voice note becomes a row in ApptiveGrid, with the date, time and who logged it, and any reading outside the safe range you have set is flagged to you straight away. Simple.
What you stop doing: Typing up paper logs at the end of the day is no longer needed.
Finding what earns and what does not
Today
Instinct tells you which products or services carry the business, but checking means exporting from ApptiveGrid and sorting a spreadsheet.
With Flann
“Rank our services by revenue for the quarter from ApptiveGrid. What’s slipping?”
Every product or service in ApptiveGrid is ranked by revenue and by volume, and Flann points out the ones slipping compared with last quarter. You get the top and the bottom of the list, not the whole thing.
What you stop doing: Exporting and sorting spreadsheets to test a hunch is over.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to ApptiveGrid
- Open Connectors in Flann and choose ApptiveGrid.
- Paste your ApptiveGrid API key into the secure form Flann opens. You will find the key in your ApptiveGrid account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the ApptiveGrid action and fills in the details.
Of the 7 ApptiveGrid actions, 6 only read. The other 1 create, update, send or delete. Disconnect ApptiveGrid in Connectors whenever you like.
Ways to use ApptiveGrid with Flann
Ask, do not dig
Ask how this week compares to last. Flann pulls the numbers from ApptiveGrid and answers in plain words.
Spot what changed
Ask what went up or down. Flann checks ApptiveGrid and tells you what moved.
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in ApptiveGrid first.
Everything Flann can do in ApptiveGrid
Every ApptiveGrid action Flann can run, split into what it reads and what it changes.
Looks up 6
- Get Current User
- Get Grid
- Get Record
- Get Space
- List Records
- List Spaces
Changes 1
- Create Record
More Databases apps Flann works with
Common questions
What can Flann do with records in ApptiveGrid?
Flann can create and look up records in ApptiveGrid, using 3 actions (Create Record, Get Record, List Records). Looking up runs straight away and changes nothing. The other actions create or change records in ApptiveGrid.
What can Flann do with spaces in ApptiveGrid?
Flann can look up spaces in ApptiveGrid, using 2 actions (Get Space, List Spaces). All of them only look things up, so they run straight away.
How does Flann connect to ApptiveGrid?
Open Connectors in Flann, choose ApptiveGrid and paste your ApptiveGrid API key into a secure form. You will find the key in your ApptiveGrid account settings. Once it is connected, Flann can use 7 actions in ApptiveGrid.
Do I need to open ApptiveGrid to use it with Flann?
No. Once ApptiveGrid is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in ApptiveGrid.
Does connecting ApptiveGrid cost extra?
No. ApptiveGrid is included in every Flann plan, along with every other app Flann connects to.