Integrations / Documents
Carbone on WhatsApp: manage templates with an AI agent
Flann turns Carbone into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Carbone for you. Your files and documents are in Carbone. Flann finds them, reads them and prepares new ones from WhatsApp.
11 actions in Carbone. 7 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 Carbone
You do not need the exact wording. These are the kinds of messages Flann turns into Carbone actions.
“Show me my template categories in Carbone.”
“Get the template from Carbone.”
“Show me my template tags in Carbone.”
“Generate a report in Carbone.”
“Upload a template in Carbone.”
What Flann can work with in Carbone
Carbone gives Flann 11 actions across 4 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | deletedownloadlook upupload | 4 |
How the same template job compares, in Carbone directly and through Flann.
| Compare | Opening CarboneLog in, find it, do it | Carbone through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about templates | Filters and searches you run yourself | 7 look-ups, answered straight away |
| Making changes | Typed in by hand | 4 changes, made from a message |
| Carbone records | All of them, one screen at a time | 4 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Carbone API key, once |
YesPartlyNo
Step by step: Carbone jobs you can hand to Flann
How a request turns into real Carbone actions, one step at a time.
Create a template from a voice note
- You message Flann on WhatsApp: “Create a template in Carbone with these details.”
- Flann runs
List Templatesin Carbone and shows you what it found. - Flann runs
Upload a templatein Carbone. - Flann creates it in Carbone and confirms in the chat.
Get answers about your template categories
- You message Flann on WhatsApp: “What is the latest on our template categories in Carbone?”
- Flann runs
List Template Categoriesin Carbone and shows you what it found. - Nothing in Carbone is changed: these are look-ups, so they run straight away.
Check your template tags from WhatsApp
- You message Flann on WhatsApp: “Show me where our template tags in Carbone stand.”
- Flann runs
List Template Tagsin Carbone and shows you what it found. - Nothing in Carbone is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Carbone
Small jobs, repeated often, are where the time goes. Here is how they change once Carbone is connected.
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 Carbone before anything can be paid.
With Flann
“Read this week’s supplier invoices in Carbone and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through Carbone 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.
Filing the stray uploads
Today
Scans, photos and attachments land wherever they happened to be saved. Once a month you try to sort the mess in Carbone and never quite finish.
With Flann
“Tidy this month’s uploads in Carbone into the right client folders.”
Each new file in Carbone is matched to the client or supplier it belongs to, and the ones called scan or untitled get a proposed name that says what they are. The whole plan arrives as one card you can edit.
What you stop doing: Sorting stray uploads once a month falls away.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Carbone
- In Flann, go to Connectors and find Carbone.
- Paste your Carbone API key into the secure form Flann opens. You will find the key in your Carbone account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Carbone action and fills in the details.
Of the 11 Carbone actions, 7 only read. The other 4 create, update, send or delete. Disconnect Carbone in Connectors whenever you like.
Ways to use Carbone with Flann
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Carbone so you can send it on.
Keep things in order
Tell Flann where something belongs.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Carbone and brings it into the chat.
Everything Flann can do in Carbone
Every Carbone action Flann can run, split into what it reads and what it changes.
Looks up 7
- Download Template
- Get Carbone Server Status
- List Template Categories
- List Template Tags
- List Templates
- Render Template Direct
- Set Carbone API Version
Changes 4
- Delete Carbone Template
- Generate Carbone Report
- Update Template Metadata
- Upload a template
More Documents apps Flann works with
NotionCommon questions
What can Flann do with templates in Carbone?
Flann can delete, download, look up and upload templates in Carbone, using 4 actions (Delete Carbone Template, Download Template, List Templates, Upload a template). Looking up runs straight away and changes nothing. The other actions create or change templates in Carbone.
How does Flann connect to Carbone?
Open Connectors in Flann, choose Carbone and paste your Carbone API key into a secure form. You will find the key in your Carbone account settings. Once it is connected, Flann can use 11 actions in Carbone.
Do I need to open Carbone to use it with Flann?
No. Once Carbone is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Carbone.
Which Flann plan do I need for Carbone?
Any of them. Every Flann plan includes Carbone and every other app.