Integrations / Documents
Connect Docugenerate to WhatsApp: documents and templates by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Docugenerate once, then ask Flann to look things up in it or get work done in it, by text or voice note. Your files and documents are in Docugenerate. Flann finds them, reads them and prepares new ones from WhatsApp.
9 actions in Docugenerate. 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 Docugenerate
Send any of these on WhatsApp, in your own words. Flann finds the right Docugenerate action and fills in the details from the conversation.
“Show me my or list templates in Docugenerate.”
“Generate documents in Docugenerate.”
“Delete the template in Docugenerate.”
What Flann can work with in Docugenerate
Docugenerate 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 |
|---|---|---|
| Documents | deletegenerateupdatelook up | 5 |
| Templates | deletelook upupdate | 3 |
There are three ways to get documents work done in Docugenerate. Side by side:
| Compare | Opening DocugenerateLog in, find it, do it | A rules toolRuns the steps you wired up | Docugenerate through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about documents | Filters and searches you run yourself | Only the look-ups someone built | 4 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 5 changes, made from a message |
| Docugenerate records | All of them, one screen at a time | Only the ones you wire up | 3 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Docugenerate API key, once |
YesPartlyNo
Step by step: Docugenerate jobs you can hand to Flann
Each step below names the Docugenerate action Flann actually runs.
Create a document from a voice note
- You message Flann on WhatsApp: “Create a document in Docugenerate with these details.”
- Flann runs
List documents by templatein Docugenerate and shows you what it found. - Flann runs
Delete Documentin Docugenerate. - Flann creates it in Docugenerate and confirms in the chat.
Fix a template without opening Docugenerate
- You message Flann on WhatsApp: “Change the template in Docugenerate: here is what is different.”
- Flann runs
Get template by IDin Docugenerate and shows you what it found. - Flann runs
Update Templatein Docugenerate. - Flann makes the change in Docugenerate and confirms in the chat.
Get answers about your or list templates
- You message Flann on WhatsApp: “What is the latest on our or list templates in Docugenerate?”
- Flann runs
Get or list templatesin Docugenerate and shows you what it found. - Nothing in Docugenerate is changed: these are look-ups, so they run straight away.
Repetitive Docugenerate 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.
Chasing the unsigned agreements
Today
Every week a few agreements sit unsigned in Docugenerate. 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 Docugenerate are still waiting for a signature?”
Open envelopes in Docugenerate 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 Docugenerate. 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 Docugenerate.”
Cash, card and refund totals are read off the slip and matched to the columns already in your takings sheet in Docugenerate.
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 Docugenerate
- Open Connectors in Flann and choose Docugenerate.
- Paste your Docugenerate API key into the secure form Flann opens. You will find the key in your Docugenerate account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Docugenerate action itself.
Look-ups run as soon as you ask and change nothing in Docugenerate. You can disconnect Docugenerate from Connectors at any time.
Ways to use Docugenerate with Flann
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Docugenerate for you to check.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Docugenerate and brings it into the chat.
Keep things in order
Tell Flann where something belongs.
Everything Flann can do in Docugenerate
The full list of Docugenerate actions available to Flann once you connect it.
Looks up 4
- Get document by ID
- Get or list templates
- Get template by ID
- List documents by template
Changes 5
- Delete Document
- Delete template
- Generate documents from template
- Update Document
- Update Template
More Documents apps Flann works with
Google DriveCommon questions
What can Flann do with documents in Docugenerate?
Flann can delete, generate, update and look up documents in Docugenerate, using 5 actions (Delete Document, Generate documents from template, Update Document, Get document by ID and more). Looking up runs straight away and changes nothing. The other actions create or change documents in Docugenerate.
What can Flann do with templates in Docugenerate?
Flann can delete, look up and update templates in Docugenerate, using 3 actions (Delete template, Get template by ID, Update Template). Looking up runs straight away and changes nothing. The other actions create or change templates in Docugenerate.
How does Flann connect to Docugenerate?
Open Connectors in Flann, choose Docugenerate and paste your Docugenerate API key into a secure form. You will find the key in your Docugenerate account settings. Once it is connected, Flann can use 9 actions in Docugenerate.
Can I use Docugenerate from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Docugenerate for you. You do not need to open Docugenerate.
Does connecting Docugenerate cost extra?
No. Docugenerate is included in every Flann plan, along with every other app Flann connects to.