Integrations / Documents
Connect Docsautomator to WhatsApp with an AI agent
Flann turns Docsautomator into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Docsautomator for you. Contracts, menus, rotas, signed forms. They pile up in Docsautomator faster than anyone can keep them tidy, and the one you need is never where you left it. Flann reads Docsautomator for you, finds the right version and tells you what it says.
9 actions in Docsautomator. 4 only look things up, and 5 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Docsautomator
You do not need the exact wording. These are the kinds of messages Flann turns into Docsautomator actions.
“Show me my automations in Docsautomator.”
“Show me my queue statistics in Docsautomator.”
“Show me my signing sessions in Docsautomator.”
“Create an automation in Docsautomator.”
What Flann can work with in Docsautomator
Docsautomator gives Flann 9 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Automations | createdeleteduplicatelook upupdate | 6 |
Side by side, the two ways of working in Docsautomator:
| Compare | Opening DocsautomatorLog in, find it, do it | Docsautomator 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 | 4 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 5 changes, made from a message |
| Docsautomator records | All of them, one screen at a time | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Your Docsautomator API key, once |
YesPartlyNo
Step by step: Docsautomator jobs you can hand to Flann
How a request turns into real Docsautomator actions, one step at a time.
Create an automation from a voice note
- You message Flann on WhatsApp: “Create an automation in Docsautomator with these details.”
- Flann runs
List Automationsin Docsautomator and shows you what it found. - Flann runs
Create Automationin Docsautomator. - Flann creates it in Docsautomator and confirms in the chat.
Get answers about your queue statistics
- You message Flann on WhatsApp: “What is the latest on our queue statistics in Docsautomator?”
- Flann runs
Get Queue Statisticsin Docsautomator and shows you what it found. - Nothing in Docsautomator is changed: these are look-ups, so they run straight away.
Check your signing sessions from WhatsApp
- You message Flann on WhatsApp: “Show me where our signing sessions in Docsautomator stand.”
- Flann runs
List Signing Sessionsin Docsautomator and shows you what it found. - Nothing in Docsautomator is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Docsautomator
Small jobs, repeated often, are where the time goes. Here is how they change once Docsautomator is connected.
Chasing the unsigned agreements
Today
Every week a few agreements sit unsigned in Docsautomator. Working out who has not signed, and writing a polite nudge to each person, quietly eats the end of your Friday afternoon.
With Flann
“Which agreements in Docsautomator are still waiting for a signature?”
Open envelopes in Docsautomator come back as one list: who each is waiting on and how long it has been out. A short reminder is drafted for each signer, in the tone you use with customers and suppliers, and checked against what was already sent so nobody is nagged twice in a week.
What you stop doing: Keeping a mental list of who still owes you a signature stops being your job.
Logging the day’s takings
Today
At closing you are meant to add takings, card totals and petty cash to a spreadsheet in Docsautomator. 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 Docsautomator.”
Cash, card and refund totals are read off the slip and matched to the columns already in your takings sheet in Docsautomator.
What you stop doing: Typing up the till slip after a long shift is off your list.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Docsautomator
- In Flann, go to Connectors and find Docsautomator.
- Paste your Docsautomator API key into the secure form Flann opens. You will find the key in your Docsautomator account settings.
- From then on, message Flann on WhatsApp. It works in Docsautomator whenever a request needs it.
Of the 9 Docsautomator actions, 4 only read. The other 5 create, update, send or delete. Disconnect Docsautomator in Connectors whenever you like.
Ways to use Docsautomator with Flann
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Docsautomator for you to check.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Docsautomator and brings it into the chat.
Summarise before you read
Ask what a long document says. Flann reads it in Docsautomator and gives you the points that matter.
Everything Flann can do in Docsautomator
Every Docsautomator action Flann can run, split into what it reads and what it changes.
Looks up 4
- Get Automation Details
- List Automations
- Get Queue Statistics
- List Signing Sessions
Changes 5
- Create Automation
- Delete Automation
- Update Automation
- Duplicate Automation
- Send Test Email
More Documents apps Flann works with
Common questions
What can Flann do with automations in Docsautomator?
Flann can create, delete, duplicate, look up and update automations in Docsautomator, using 6 actions (Create Automation, Delete Automation, Duplicate Automation, Get Automation Details and more). Looking up runs straight away and changes nothing. The other actions create or change automations in Docsautomator.
How does Flann connect to Docsautomator?
Open Connectors in Flann, choose Docsautomator and paste your Docsautomator API key into a secure form. You will find the key in your Docsautomator account settings. Once it is connected, Flann can use 9 actions in Docsautomator.
Do I need to open Docsautomator to use it with Flann?
No. Once Docsautomator is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Docsautomator.
Which Flann plan do I need for Docsautomator?
Any of them. Every Flann plan includes Docsautomator and every other app.