Integrations / Documents
Connect Cloudpress to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Cloudpress once, then ask Flann to look things up in it or get work done in it, by text or voice note. Every business keeps paperwork somewhere, and most of yours now lives in Cloudpress. Connect it to Flann and those files answer to a WhatsApp message. Ask for a contract, a menu, a certificate or a supplier quote, and it arrives in the chat while you are still standing at the counter.
5 actions in Cloudpress. All of them only look things up, so nothing in Cloudpress is ever changed. You connect with your API key.
What you can ask Flann to do in Cloudpress
Send any of these on WhatsApp, in your own words. Flann finds the right Cloudpress action and fills in the details from the conversation.
“Show me my document exports in Cloudpress.”
“Look up the account information in Cloudpress.”
“Show me my collections in Cloudpress.”
Step by step: Cloudpress jobs you can hand to Flann
Each step below names the Cloudpress action Flann actually runs.
Get answers about your collections
- You message Flann on WhatsApp: “What is the latest on our collections in Cloudpress?”
- Flann runs
List Collectionsin Cloudpress and shows you what it found. - Nothing in Cloudpress is changed: these are look-ups, so they run straight away.
Check your connections from WhatsApp
- You message Flann on WhatsApp: “Show me where our connections in Cloudpress stand.”
- Flann runs
List Connectionsin Cloudpress and shows you what it found. - Nothing in Cloudpress is changed: these are look-ups, so they run straight away.
Get answers about your document exports
- You message Flann on WhatsApp: “What is the latest on our document exports in Cloudpress?”
- Flann runs
List Document Exportsin Cloudpress and shows you what it found. - Nothing in Cloudpress is changed: these are look-ups, so they run straight away.
Repetitive Cloudpress 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 Cloudpress 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 Cloudpress”
Flann searches Cloudpress 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.
Catching documents before they expire
Today
Insurance certificates, hygiene inspections, staff training records and supplier agreements all have renewal dates. They hide inside documents in Cloudpress until the week one lapses.
With Flann
“Is anything in Cloudpress expiring or up for renewal before Christmas?”
Certificates and agreements in Cloudpress are read through for every expiry and renewal date Flann can find. You get a short list in date order, with the document linked against each.
What you stop doing: Remembering renewal dates buried in paperwork is no longer on you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Cloudpress
- Open Connectors in Flann and choose Cloudpress.
- Paste your Cloudpress API key into the secure form Flann opens. You will find the key in your Cloudpress account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Cloudpress action and fills in the details.
Look-ups run as soon as you ask and change nothing in Cloudpress. You can disconnect Cloudpress from Connectors at any time.
Ways to use Cloudpress with Flann
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Cloudpress so you can send it on.
Keep things in order
Tell Flann where something belongs.
Summarise before you read
Ask what a long document says. Flann reads it in Cloudpress and gives you the points that matter.
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Cloudpress.
| Compare | Opening CloudpressLog in, find it, do it | A fixed workflowTriggers built in advance | Cloudpress through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | Only the look-ups someone built | 5 look-ups, answered straight away |
| Cloudpress records | All of them, one screen at a time | Only the ones you wire up | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Cloudpress API key, once |
YesPartlyNo
Everything Flann can do in Cloudpress
The full list of Cloudpress actions available to Flann once you connect it.
Looks up 5
- Get Account Information
- List Collections
- List Connections
- List Document Exports
- List Webhooks
Changes 0
None.
More Documents apps Flann works with
Common questions
How does Flann connect to Cloudpress?
Open Connectors in Flann, choose Cloudpress and paste your Cloudpress API key into a secure form. You will find the key in your Cloudpress account settings. Once it is connected, Flann can use 5 actions in Cloudpress.
Can I use Cloudpress from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Cloudpress for you. You do not need to open Cloudpress.
Does connecting Cloudpress cost extra?
No. Cloudpress is included in every Flann plan, along with every other app Flann connects to.