Integrations / Documents
Manage Docnify documents and templates from WhatsApp
Flann connects Docnify to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Docnify action. Think of Flann as the assistant who knows where everything in Docnify is filed. You ask on WhatsApp, by text or voice note, and it searches, opens and reads.
13 actions in Docnify. 4 only look things up, and 9 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Docnify
Type it or say it in a voice note. Flann works out which Docnify action you mean.
“Look up the document in Docnify.”
“Look up the template in Docnify.”
“Send a document from Docnify.”
“Add a document recipient in Docnify.”
What Flann can work with in Docnify
Docnify gives Flann 13 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Documents | deletelook upsend | 4 |
| Templates | look up | 2 |
| Document recipients | adddeleteupdate | 3 |
Side by side, the two ways of working in Docnify:
| Compare | Opening DocnifyLog in, find it, do it | Docnify 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 about documents | By hand, screen by screen | 4 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 9 changes, made from a message |
| Docnify records | All of them, one screen at a time | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Your Docnify API key, once |
YesPartlyNo
Step by step: Docnify jobs you can hand to Flann
What happens between your message and the result in Docnify.
Find a document and send it
- You message Flann on WhatsApp: “Find the document we talked about in Docnify and send it.”
- Flann runs
List Documentsin Docnify and shows you what it found. - Flann runs
Send Documentin Docnify. - It confirms in the chat once it is sent.
Get answers about your templates
- You message Flann on WhatsApp: “What is the latest on our templates in Docnify?”
- Flann runs
List TemplatesandGet Templatein Docnify and shows you what it found. - Nothing in Docnify is changed: these are look-ups, so they run straight away.
The Docnify jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Updating the price list sheet
Today
When a supplier puts prices up, the change has to reach your price list in Docnify. Finding every affected row, retyping the figures and checking the margin column is fiddly work, and one slip means selling at a loss for weeks.
With Flann
“The wholesaler email has new dairy prices. Update every milk drink in the Docnify price list.”
Using the new figures from the email, Flann finds every row in Docnify that relies on dairy and works out the new cost and margin for each.
What you stop doing: Hunting down every affected row and retyping figures by hand is gone.
Filling in the same template again
Today
Quotes, welcome letters and job sheets all start from the same template in Docnify. You copy it, rename it and retype the details every time, and an old customer’s name sometimes slips through.
With Flann
“Make a welcome pack for Sarah Okafor from the new member template in Docnify.”
A fresh copy of your template in Docnify is filled with the name, start date and membership details you gave, and checked for anything left over from the last person. You see the finished document before it is saved.
What you stop doing: Retyping a customer’s details into a copied template is a thing of the past.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Docnify
- Search for Docnify in Flann’s Connectors.
- Paste your Docnify API key into the secure form Flann opens. You will find the key in your Docnify account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Docnify action and fills in the details.
Reading from Docnify is instant. Docnify stays connected until you remove it in Connectors.
Ways to use Docnify with Flann
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Docnify and brings it into the chat.
Summarise before you read
Ask what a long document says. Flann reads it in Docnify and gives you the points that matter.
Keep things in order
Tell Flann where something belongs.
Everything Flann can do in Docnify
All 13 Docnify actions, as Flann sees them.
Looks up 4
- Get Document
- Get Template
- List Documents
- List Templates
Changes 9
- Add Document Recipient
- Create Document Fields
- Delete Document
- Delete Document Field
- Delete document recipient
- Resend Document
- Send Document
- Update Document Fields
- Update Document Recipient
More Documents apps Flann works with
BoxCommon questions
What can Flann do with documents in Docnify?
Flann can delete, look up and send documents in Docnify, using 4 actions (Delete Document, Get Document, List Documents, Send Document). Looking up runs straight away and changes nothing. The other actions create or change documents in Docnify.
What can Flann do with templates in Docnify?
Flann can look up templates in Docnify, using 2 actions (Get Template, List Templates). All of them only look things up, so they run straight away.
How does Flann connect to Docnify?
Open Connectors in Flann, choose Docnify and paste your Docnify API key into a secure form. You will find the key in your Docnify account settings. Once it is connected, Flann can use 13 actions in Docnify.
How do I ask Flann to do something in Docnify?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Docnify action that fits and asks if anything is missing.
Is Docnify included in my Flann plan?
Yes. Every Flann plan includes every app, Docnify included.