Integrations / Documents

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Manage Cloudlayer assets from WhatsApp

Flann connects Cloudlayer to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Cloudlayer action. Your price list, your stock sheet and your signed agreements probably all sit in Cloudlayer. With Flann connected, a voice note can add a row, update a price or pull a total from them. Look-ups happen straight away.

16 actions in Cloudlayer. 8 only look things up, and 8 create, update, send or delete. You connect with your API key.

What you can ask Flann to do in Cloudlayer

Type it or say it in a voice note. Flann works out which Cloudlayer action you mean.

FlannWhatsApp
  • “Look up the asset in Cloudlayer.”

  • “Show me my storage configurations in Cloudlayer.”

  • “Add a storage in Cloudlayer.”

What Flann can work with in Cloudlayer

Cloudlayer gives Flann 16 actions across 3 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Assetslook up2

Here is what changes when Cloudlayer goes through Flann instead of its own screens.

CompareCloudlayer on its ownEvery step is yoursWith FlannThe work comes to your chat
How you askLog in and click through the screensText or voice note, in your own words
Looking things up about assetsBy hand, screen by screen8 look-ups, answered straight away
Creating and updatingTyped in by hand8 changes, made from a message
Cloudlayer recordsAll of them, one screen at a time3 kinds, from one chat
Set-upNothing new to set upYour Cloudlayer API key, once

YesPartlyNo

Step by step: Cloudlayer jobs you can hand to Flann

What happens between your message and the result in Cloudlayer.

Look-up

Get answers about your assets

  1. You message Flann on WhatsApp: “What is the latest on our assets in Cloudlayer?”
  2. Flann runs List Assets and Get Asset in Cloudlayer and shows you what it found.
  3. Nothing in Cloudlayer is changed: these are look-ups, so they run straight away.
Look-up

Check your storage configurations from WhatsApp

  1. You message Flann on WhatsApp: “Show me where our storage configurations in Cloudlayer stand.”
  2. Flann runs List Storage Configurations in Cloudlayer and shows you what it found.
  3. Nothing in Cloudlayer is changed: these are look-ups, so they run straight away.

The Cloudlayer jobs you can stop doing yourself

You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.

Filling in the same template again

Today

Quotes, welcome letters and job sheets all start from the same template in Cloudlayer. You copy it, rename it and retype the details every time, and an old customer’s name sometimes slips through.

With Flann

“Make a welcome pack for Sarah Okafor from the new member template in Cloudlayer.”

A fresh copy of your template in Cloudlayer is filled with the name, start date and membership details you gave, and checked for anything left over from the last person. You see the finished document before it is saved.

What you stop doing: Retyping a customer’s details into a copied template is a thing of the past.

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 Cloudlayer and never quite finish.

With Flann

“Tidy this month’s uploads in Cloudlayer into the right client folders.”

Each new file in Cloudlayer 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.

How Flann connects to Cloudlayer

  1. Open Connectors in Flann and choose Cloudlayer.
  2. Paste your Cloudlayer API key into the secure form Flann opens. You will find the key in your Cloudlayer account settings.
  3. From then on, message Flann on WhatsApp. It works in Cloudlayer whenever a request needs it.

Reading from Cloudlayer is instant. Cloudlayer stays connected until you remove it in Connectors.

Ways to use Cloudlayer with Flann

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 Cloudlayer and brings it into the chat.

Start a document by voice

Send Flann the gist in a voice note. It prepares the document in Cloudlayer for you to check.

Everything Flann can do in Cloudlayer

All 16 Cloudlayer actions, as Flann sees them.

Looks up 8

  • Get Account Info
  • Get API Status
  • Get Asset
  • Get Job By ID
  • Get Storage Configuration by ID
  • List Assets
  • List Jobs
  • List Storage Configurations

Changes 8

  • Add Storage
  • Convert HTML to Image (V2)
  • Convert HTML to PDF (v2)
  • Convert URL to Image
  • Convert URL to PDF
  • Convert URL to PDF (Simple)
  • Delete Storage Configuration
  • Template to PDF

More Documents apps Flann works with

See all integrations

Common questions

What can Flann do with assets in Cloudlayer?

Flann can look up assets in Cloudlayer, using 2 actions (Get Asset, List Assets). All of them only look things up, so they run straight away.

How does Flann connect to Cloudlayer?

Open Connectors in Flann, choose Cloudlayer and paste your Cloudlayer API key into a secure form. You will find the key in your Cloudlayer account settings. Once it is connected, Flann can use 16 actions in Cloudlayer.

How do I ask Flann to do something in Cloudlayer?

Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Cloudlayer action that fits and asks if anything is missing.

Does connecting Cloudlayer cost extra?

No. Cloudlayer is included in every Flann plan, along with every other app Flann connects to.

Put Cloudlayer to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Cloudlayer and ask for what you need. Live in 24 hours.