Integrations / Documents
Documint on WhatsApp: manage templates and documents with an AI agent
Flann turns Documint into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Documint for you. Your price list, your stock sheet and your signed agreements probably all sit in Documint. With Flann connected, a voice note can add a row, update a price or pull a total from them. Look-ups happen straight away.
6 actions in Documint. 3 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 Documint
You do not need the exact wording. These are the kinds of messages Flann turns into Documint actions.
“Show me my documents in Documint.”
“Look up the template in Documint.”
“Create a document in Documint.”
“Delete the template in Documint.”
What Flann can work with in Documint
Documint gives Flann 6 actions across 2 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | deletelook upupdate | 4 |
| Documents | createlook up | 2 |
Side by side, the two ways of working in Documint:
| Compare | Documint on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about templates | By hand, screen by screen | 3 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 3 changes, made from a message |
| Set-up | Nothing new to set up | Your Documint API key, once |
YesPartlyNo
Step by step: Documint jobs you can hand to Flann
How a request turns into real Documint actions, one step at a time.
Fix a template without opening Documint
- You message Flann on WhatsApp: “Change the template in Documint: here is what is different.”
- Flann runs
List Templatesin Documint and shows you what it found. - Flann runs
Update Templatein Documint. - Flann makes the change in Documint and confirms in the chat.
Create a document from a voice note
- You message Flann on WhatsApp: “Create a document in Documint with these details.”
- Flann runs
List Documentsin Documint and shows you what it found. - Flann runs
Create Documentin Documint. - Flann creates it in Documint and confirms in the chat.
Where Flann saves you time in Documint
Small jobs, repeated often, are where the time goes. Here is how they change once Documint is connected.
Chasing the unsigned agreements
Today
Every week a few agreements sit unsigned in Documint. 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 Documint are still waiting for a signature?”
Open envelopes in Documint 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.
Updating the price list sheet
Today
When a supplier puts prices up, the change has to reach your price list in Documint. 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 Documint price list.”
Using the new figures from the email, Flann finds every row in Documint 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Documint
- In Flann, go to Connectors and find Documint.
- Paste your Documint API key into the secure form Flann opens. You will find the key in your Documint account settings.
- From then on, message Flann on WhatsApp. It works in Documint whenever a request needs it.
Of the 6 Documint actions, 3 only read. The other 3 create, update, send or delete. Disconnect Documint in Connectors whenever you like.
Ways to use Documint with Flann
Summarise before you read
Ask what a long document says. Flann reads it in Documint and gives you the points that matter.
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Documint for you to check.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Documint so you can send it on.
Everything Flann can do in Documint
Every Documint action Flann can run, split into what it reads and what it changes.
Looks up 3
- Get Template
- List Documents
- List Templates
Changes 3
- Create Document
- Delete Template
- Update Template
More Documents apps Flann works with
iLovePDF
DropboxCommon questions
What can Flann do with templates in Documint?
Flann can delete, look up and update templates in Documint, using 4 actions (Delete Template, Get Template, List Templates, Update Template). Looking up runs straight away and changes nothing. The other actions create or change templates in Documint.
What can Flann do with documents in Documint?
Flann can create and look up documents in Documint, using 2 actions (Create Document, List Documents). Looking up runs straight away and changes nothing. The other actions create or change documents in Documint.
How does Flann connect to Documint?
Open Connectors in Flann, choose Documint and paste your Documint API key into a secure form. You will find the key in your Documint account settings. Once it is connected, Flann can use 6 actions in Documint.
Do I need to open Documint to use it with Flann?
No. Once Documint is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Documint.
Which Flann plan do I need for Documint?
Any of them. Every Flann plan includes Documint and every other app.