Integrations / AI Document Extraction
Docsumo on WhatsApp: manage tables with an AI agent
Flann turns Docsumo into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Docsumo for you. Your files and documents are in Docsumo. Flann finds them, reads them and prepares new ones from WhatsApp.
11 actions in Docsumo. 8 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 Docsumo
You do not need the exact wording. These are the kinds of messages Flann turns into Docsumo actions.
“Show me my documents in Docsumo.”
“Show me my external agents in Docsumo.”
“Show me my external agent cases in Docsumo.”
“Create a folder in Docsumo.”
“Add a table row in Docsumo.”
“Delete the table in Docsumo.”
What Flann can work with in Docsumo
Docsumo gives Flann 11 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Tables | deletelook up | 2 |
Side by side, the two ways of working in Docsumo:
| Compare | In Docsumo yourselfYou click through each job | Flann on DocsumoYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about tables | By hand, screen by screen | 8 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 3 changes, made from a message |
| Docsumo records | All of them, one screen at a time | 6 kinds, from one chat |
| Set-up | Nothing new to set up | Your Docsumo API key, once |
YesPartlyNo
Step by step: Docsumo jobs you can hand to Flann
How a request turns into real Docsumo actions, one step at a time.
Clean up tables you no longer need
- You message Flann on WhatsApp: “Which tables in Docsumo are out of date? Remove the ones I confirm.”
- Flann runs
Get Table Datain Docsumo and shows you what it found. - Flann runs
Delete Tablein Docsumo. - Each removal is confirmed in the chat.
Get answers about your documents
- You message Flann on WhatsApp: “What is the latest on our documents in Docsumo?”
- Flann runs
List All Documentsin Docsumo and shows you what it found. - Nothing in Docsumo is changed: these are look-ups, so they run straight away.
Check your external agents from WhatsApp
- You message Flann on WhatsApp: “Show me where our external agents in Docsumo stand.”
- Flann runs
Get External Agentsin Docsumo and shows you what it found. - Nothing in Docsumo is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Docsumo
Small jobs, repeated often, are where the time goes. Here is how they change once Docsumo is connected.
Turning supplier invoices into a list
Today
Paper and PDF invoices arrive all week. Someone has to copy the supplier, date, amount and due date into Docsumo before anything can be paid.
With Flann
“Read this week’s supplier invoices in Docsumo and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through Docsumo and comes back as supplier, number, amount and due date. You get one tidy list in the chat, sorted by what is due first.
What you stop doing: Copying invoice details into a spreadsheet one by one is something you leave behind.
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 Docsumo until the week one lapses.
With Flann
“Is anything in Docsumo expiring or up for renewal before Christmas?”
Certificates and agreements in Docsumo 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 Docsumo
- Search for Docsumo in Flann’s Connectors.
- Paste your Docsumo API key into the secure form Flann opens. You will find the key in your Docsumo account settings.
- From then on, message Flann on WhatsApp. It works in Docsumo whenever a request needs it.
Of the 11 Docsumo actions, 8 only read. The other 3 create, update, send or delete. Disconnect Docsumo in Connectors whenever you like.
Ways to use Docsumo with Flann
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Docsumo so you can send it on.
Keep things in order
Tell Flann where something belongs.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Docsumo and brings it into the chat.
Everything Flann can do in Docsumo
Every Docsumo action Flann can run, split into what it reads and what it changes.
Looks up 8
- Get Enabled Document Types
- Get External Agents
- Get User Document Types
- List All Documents
- List Enabled Document Types
- MCA Analysis
- Get Table Data
- List External Agent Cases
Changes 3
- Create Folder
- Add Table Row
- Delete Table
More AI Document Extraction apps Flann works with
DropboxCommon questions
What can Flann do with tables in Docsumo?
Flann can delete and look up tables in Docsumo, using 2 actions (Delete Table, Get Table Data). Looking up runs straight away and changes nothing. The other actions create or change tables in Docsumo.
How does Flann connect to Docsumo?
Open Connectors in Flann, choose Docsumo and paste your Docsumo API key into a secure form. You will find the key in your Docsumo account settings. Once it is connected, Flann can use 11 actions in Docsumo.
Do I need to open Docsumo to use it with Flann?
No. Once Docsumo is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Docsumo.
Is Docsumo included in my Flann plan?
Yes. Every Flann plan includes every app, Docsumo included.