Integrations / Documents
Connect Contractbook to WhatsApp: documents and templates by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Contractbook once, then ask Flann to look things up in it or get work done in it, by text or voice note. Think of Flann as the assistant who knows where everything in Contractbook is filed. You ask on WhatsApp, by text or voice note, and it searches, opens and reads.
9 actions in Contractbook. 6 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Contractbook
Send any of these on WhatsApp, in your own words. Flann finds the right Contractbook action and fills in the details from the conversation.
“Look up the document in Contractbook.”
“Look up the document PDF link in Contractbook.”
“Look up the template in Contractbook.”
“Create a document in Contractbook.”
What Flann can work with in Contractbook
Contractbook gives Flann 9 actions across 4 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Documents | createlook upupdate | 4 |
| Templates | look up | 2 |
There are three ways to get documents work done in Contractbook. Side by side:
| Compare | Contractbook 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 | 6 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| Contractbook records | All of them, one screen at a time | Only the ones you wire up | 4 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Contractbook API key, once |
YesPartlyNo
Step by step: Contractbook jobs you can hand to Flann
Each step below names the Contractbook action Flann actually runs.
Create a document from a voice note
- You message Flann on WhatsApp: “Create a document in Contractbook with these details.”
- Flann runs
List Documentsin Contractbook and shows you what it found. - Flann runs
Create Document From Templatein Contractbook. - Flann creates it in Contractbook and confirms in the chat.
Get answers about your templates
- You message Flann on WhatsApp: “What is the latest on our templates in Contractbook?”
- Flann runs
List TemplatesandGet Templatein Contractbook and shows you what it found. - Nothing in Contractbook is changed: these are look-ups, so they run straight away.
Check your automations from WhatsApp
- You message Flann on WhatsApp: “Show me where our automations in Contractbook stand.”
- Flann runs
List Automationsin Contractbook and shows you what it found. - Nothing in Contractbook is changed: these are look-ups, so they run straight away.
Repetitive Contractbook 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 Contractbook 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 Contractbook”
Flann searches Contractbook 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.
Reading the long contract for you
Today
Supplier agreements and leases run to pages of dense clauses. You skim them late at night, or sign without properly reading the renewal terms.
With Flann
“What does the new linen supplier contract in Contractbook say about notice and price rises?”
Every page of the contract in Contractbook gets read, not just the first few. You get the notice period, the renewal date, any automatic price rise and anything unusual, each with the clause it comes from.
What you stop doing: Skimming clauses late at night before you sign is over.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Contractbook
- Open Connectors in Flann and choose Contractbook.
- Paste your Contractbook API key into the secure form Flann opens. You will find the key in your Contractbook account settings.
- From then on, message Flann on WhatsApp. It works in Contractbook whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Contractbook. You can disconnect Contractbook from Connectors at any time.
Ways to use Contractbook with Flann
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Contractbook and brings it into the chat.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Contractbook so you can send it on.
Keep things in order
Tell Flann where something belongs.
Everything Flann can do in Contractbook
The full list of Contractbook actions available to Flann once you connect it.
Looks up 6
- Get Document
- Get Document PDF Link
- Get Template
- List Automations
- List Documents
- List Templates
Changes 3
- Create Document From Template
- Permanently Delete Document
- Update Document
More Documents apps Flann works with
BoxCommon questions
What can Flann do with documents in Contractbook?
Flann can create, look up and update documents in Contractbook, using 4 actions (Create Document From Template, Get Document, List Documents, Update Document). Looking up runs straight away and changes nothing. The other actions create or change documents in Contractbook.
What can Flann do with templates in Contractbook?
Flann can look up templates in Contractbook, using 2 actions (Get Template, List Templates). All of them only look things up, so they run straight away.
How does Flann connect to Contractbook?
Open Connectors in Flann, choose Contractbook and paste your Contractbook API key into a secure form. You will find the key in your Contractbook account settings. Once it is connected, Flann can use 9 actions in Contractbook.
Can I use Contractbook from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Contractbook for you. You do not need to open Contractbook.
Does connecting Contractbook cost extra?
No. Contractbook is included in every Flann plan, along with every other app Flann connects to.