Integrations / Documents
Connect CloudPDF to WhatsApp: documents by chat
Flann is an AI agent your business talks to on WhatsApp. Connect CloudPDF once, then ask Flann to look things up in it or get work done in it, by text or voice note. Once CloudPDF is connected, Flann can open what you have stored, compare versions and pull the key lines out of a long document. Trust builds job by job.
10 actions in CloudPDF. 5 only look things up, and 5 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in CloudPDF
Send any of these on WhatsApp, in your own words. Flann finds the right CloudPDF action and fills in the details from the conversation.
“Look up the account in CloudPDF.”
“Look up the document in CloudPDF.”
“Look up the document file in CloudPDF.”
“Delete the document in CloudPDF.”
What Flann can work with in CloudPDF
CloudPDF gives Flann 10 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Documents | deletelook upupdate | 3 |
There are three ways to get documents work done in CloudPDF. Side by side:
| Compare | CloudPDF on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about documents | Filters and searches you run yourself | Only the look-ups someone built | 5 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 5 changes, made from a message |
| CloudPDF records | All of them, one screen at a time | Only the ones you wire up | 3 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your CloudPDF API key, once |
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Step by step: CloudPDF jobs you can hand to Flann
Each step below names the CloudPDF action Flann actually runs.
Fix a document without opening CloudPDF
- You message Flann on WhatsApp: “Change the document in CloudPDF: here is what is different.”
- Flann runs
Get Documentin CloudPDF and shows you what it found. - Flann runs
Update Documentin CloudPDF. - Flann makes the change in CloudPDF and confirms in the chat.
Get answers about your accounts
- You message Flann on WhatsApp: “What is the latest on our accounts in CloudPDF?”
- Flann runs
Get Accountin CloudPDF and shows you what it found. - Nothing in CloudPDF is changed: these are look-ups, so they run straight away.
Check your document files from WhatsApp
- You message Flann on WhatsApp: “Show me where our document files in CloudPDF stand.”
- Flann runs
Get Document Filein CloudPDF and shows you what it found. - Nothing in CloudPDF is changed: these are look-ups, so they run straight away.
Repetitive CloudPDF work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Pulling up the file a customer needs
Today
A customer asks for last year’s warranty certificate and you are scrolling folders in CloudPDF on a small screen. Too many files are called scan, final or copy of final.
With Flann
“Find the warranty certificate for the Patel kitchen job in CloudPDF”
Flann searches CloudPDF by name, date and the text inside each document, not just the file titles. The match arrives in the chat with a note of where it is filed.
What you stop doing: No more digging through badly named folders while a customer waits.
Logging the day’s takings
Today
At closing you are meant to add takings, card totals and petty cash to a spreadsheet in CloudPDF. Tired, you skip it, and the gaps show up at month end.
With Flann
“Here’s the till slip. Add today’s totals to the takings sheet in CloudPDF.”
Cash, card and refund totals are read off the slip and matched to the columns already in your takings sheet in CloudPDF.
What you stop doing: Typing up the till slip after a long shift is off your list.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to CloudPDF
- Search for CloudPDF in Flann’s Connectors.
- Paste your CloudPDF API key into the secure form Flann opens. You will find the key in your CloudPDF account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right CloudPDF action itself.
Look-ups run as soon as you ask and change nothing in CloudPDF. You can disconnect CloudPDF from Connectors at any time.
Ways to use CloudPDF 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 CloudPDF and brings it into the chat.
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in CloudPDF for you to check.
Everything Flann can do in CloudPDF
The full list of CloudPDF actions available to Flann once you connect it.
Looks up 5
- Get Account
- Get Document
- Get Document File
- Get Webhook
- List Webhooks
Changes 5
- Create Webhook
- Delete Document
- Delete Webhook
- Update Document
- Update Webhook
More Documents apps Flann works with
Common questions
What can Flann do with documents in CloudPDF?
Flann can delete, look up and update documents in CloudPDF, using 3 actions (Delete Document, Get Document, Update Document). Looking up runs straight away and changes nothing. The other actions create or change documents in CloudPDF.
How does Flann connect to CloudPDF?
Open Connectors in Flann, choose CloudPDF and paste your CloudPDF API key into a secure form. You will find the key in your CloudPDF account settings. Once it is connected, Flann can use 10 actions in CloudPDF.
Can I use CloudPDF from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in CloudPDF for you. You do not need to open CloudPDF.
Is CloudPDF included in my Flann plan?
Yes. Every Flann plan includes every app, CloudPDF included.