Integrations / Documents
Connect Docmosis to WhatsApp: templates by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Docmosis 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 Docmosis is filed. You ask on WhatsApp, by text or voice note, and it searches, opens and reads.
17 actions in Docmosis. 15 only look things up, and 2 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Docmosis
Send any of these on WhatsApp, in your own words. Flann finds the right Docmosis action and fills in the details from the conversation.
“Get my images from Docmosis.”
“Get my templates from Docmosis.”
“Show me my render tags in Docmosis.”
What Flann can work with in Docmosis
Docmosis gives Flann 17 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | downloadlook up | 2 |
There are three ways to get templates work done in Docmosis. Side by side:
| Compare | Docmosis 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 templates | Filters and searches you run yourself | Only the look-ups someone built | 15 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 2 changes, made from a message |
| Docmosis records | All of them, one screen at a time | Only the ones you wire up | 6 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Docmosis API key, once |
YesPartlyNo
Step by step: Docmosis jobs you can hand to Flann
Each step below names the Docmosis action Flann actually runs.
Get answers about your templates
- You message Flann on WhatsApp: “What is the latest on our templates in Docmosis?”
- Flann runs
Get Docmosis Template DetailsandDownload Docmosis Templatesin Docmosis and shows you what it found. - Nothing in Docmosis is changed: these are look-ups, so they run straight away.
Check your images from WhatsApp
- You message Flann on WhatsApp: “Show me where our images in Docmosis stand.”
- Flann runs
Download Docmosis Imagesin Docmosis and shows you what it found. - Nothing in Docmosis is changed: these are look-ups, so they run straight away.
Get answers about your render tags
- You message Flann on WhatsApp: “What is the latest on our render tags in Docmosis?”
- Flann runs
Get Render Tagsin Docmosis and shows you what it found. - Nothing in Docmosis is changed: these are look-ups, so they run straight away.
Repetitive Docmosis 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.
Writing up a site visit
Today
After a visit to a client, the details live in your head or on the back of an envelope. Proper notes in Docmosis get pushed to tomorrow.
With Flann
“Voice note from the Greenway visit. Make it a proper note in Docmosis under that client.”
Your voice note is transcribed, sorted under headings such as what was agreed, measurements and next steps, and matched to the right client in Docmosis. It reads like notes written at a desk.
What you stop doing: Writing up visits from memory the next morning is no longer necessary.
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 Docmosis and never quite finish.
With Flann
“Tidy this month’s uploads in Docmosis into the right client folders.”
Each new file in Docmosis 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Docmosis
- In Flann, go to Connectors and find Docmosis.
- Paste your Docmosis API key into the secure form Flann opens. You will find the key in your Docmosis account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Docmosis action itself.
Look-ups run as soon as you ask and change nothing in Docmosis. You can disconnect Docmosis from Connectors at any time.
Ways to use Docmosis with Flann
Summarise before you read
Ask what a long document says. Flann reads it in Docmosis and gives you the points that matter.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Docmosis so you can send it on.
Keep things in order
Tell Flann where something belongs.
Everything Flann can do in Docmosis
The full list of Docmosis actions available to Flann once you connect it.
Looks up 15
- Docmosis Environment Ready
- Docmosis Environment Summary
- Docmosis Ping
- Docmosis: Get API Key
- Docmosis: List Images
- Docmosis: List Templates
- Download Docmosis Images
- Download Docmosis Templates
- Get Batch Upload Status
- Get Docmosis Render Queue
- Get Docmosis Template Details
- Get Docmosis Template Structure
- Get Render Tags
- Get Template Sample Data
- Ping Docmosis Service
Changes 2
- Docmosis: Delete Image(s)
- Docmosis: Delete Template(s)
More Documents apps Flann works with
Common questions
What can Flann do with templates in Docmosis?
Flann can download and look up templates in Docmosis, using 2 actions (Download Docmosis Templates, Get Docmosis Template Details). All of them only look things up, so they run straight away.
How does Flann connect to Docmosis?
Open Connectors in Flann, choose Docmosis and paste your Docmosis API key into a secure form. You will find the key in your Docmosis account settings. Once it is connected, Flann can use 17 actions in Docmosis.
Can I use Docmosis from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Docmosis for you. You do not need to open Docmosis.
Which Flann plan do I need for Docmosis?
Any of them. Every Flann plan includes Docmosis and every other app.