Integrations / Documents
Connect Craftmypdf to WhatsApp with an AI agent
Flann connects Craftmypdf to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Craftmypdf action. Once Craftmypdf 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.
12 actions in Craftmypdf. 5 only look things up, and 7 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Craftmypdf
Type it or say it in a voice note. Flann works out which Craftmypdf action you mean.
“Look up the account information in Craftmypdf.”
“Show me my PDF templates in Craftmypdf.”
“Look up the PDF information in Craftmypdf.”
“Add a text in Craftmypdf.”
“Create PDFs in Craftmypdf.”
“Create a PDF asynchronously in Craftmypdf.”
What Flann can work with in Craftmypdf
Craftmypdf gives Flann 12 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| PDFs | createlook up | 2 |
Side by side, the two ways of working in Craftmypdf:
| Compare | Opening CraftmypdfLog in, find it, do it | Craftmypdf through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | 5 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 7 changes, made from a message |
| Craftmypdf records | All of them, one screen at a time | 7 kinds, from one chat |
| Set-up | Nothing new to set up | Your Craftmypdf API key, once |
YesPartlyNo
Step by step: Craftmypdf jobs you can hand to Flann
What happens between your message and the result in Craftmypdf.
Create a PDF from a voice note
- You message Flann on WhatsApp: “Create a PDF in Craftmypdf with these details.”
- Flann runs
Get PDF Informationin Craftmypdf and shows you what it found. - Flann runs
Create PDFs in Parallelin Craftmypdf. - Flann creates it in Craftmypdf and confirms in the chat.
Get answers about your PDF templates
- You message Flann on WhatsApp: “What is the latest on our PDF templates in Craftmypdf?”
- Flann runs
List PDF Templatesin Craftmypdf and shows you what it found. - Nothing in Craftmypdf is changed: these are look-ups, so they run straight away.
Check your template usage statistics from WhatsApp
- You message Flann on WhatsApp: “Show me where our template usage statistics in Craftmypdf stand.”
- Flann runs
Query Template Usage Statisticsin Craftmypdf and shows you what it found. - Nothing in Craftmypdf is changed: these are look-ups, so they run straight away.
The Craftmypdf jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Logging the day’s takings
Today
At closing you are meant to add takings, card totals and petty cash to a spreadsheet in Craftmypdf. 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 Craftmypdf.”
Cash, card and refund totals are read off the slip and matched to the columns already in your takings sheet in Craftmypdf.
What you stop doing: Typing up the till slip after a long shift is off your list.
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 Craftmypdf until the week one lapses.
With Flann
“Is anything in Craftmypdf expiring or up for renewal before Christmas?”
Certificates and agreements in Craftmypdf 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 Craftmypdf
- Open Connectors in Flann and choose Craftmypdf.
- Paste your Craftmypdf API key into the secure form Flann opens. You will find the key in your Craftmypdf account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Craftmypdf action itself.
Reading from Craftmypdf is instant. Craftmypdf stays connected until you remove it in Connectors.
Ways to use Craftmypdf with Flann
Summarise before you read
Ask what a long document says. Flann reads it in Craftmypdf and gives you the points that matter.
Keep things in order
Tell Flann where something belongs.
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Craftmypdf for you to check.
Everything Flann can do in Craftmypdf
All 12 Craftmypdf actions, as Flann sees them.
Looks up 5
- Get Account Information
- List PDF Templates
- Get PDF Information
- List API Transactions
- Query Template Usage Statistics
Changes 7
- Add Text to PDF
- Create PDF Asynchronously (Extended)
- Create PDFs in Parallel
- Merge PDF Files
- Add Watermark to PDF
- Create Editor Session
- Update PDF Fields
More Documents apps Flann works with
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CloudlayerCommon questions
What can Flann do with PDFs in Craftmypdf?
Flann can create and look up PDFs in Craftmypdf, using 2 actions (Create PDFs in Parallel, Get PDF Information). Looking up runs straight away and changes nothing. The other actions create or change PDFs in Craftmypdf.
How does Flann connect to Craftmypdf?
Open Connectors in Flann, choose Craftmypdf and paste your Craftmypdf API key into a secure form. You will find the key in your Craftmypdf account settings. Once it is connected, Flann can use 12 actions in Craftmypdf.
How do I ask Flann to do something in Craftmypdf?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Craftmypdf action that fits and asks if anything is missing.
Does connecting Craftmypdf cost extra?
No. Craftmypdf is included in every Flann plan, along with every other app Flann connects to.