Integrations / AI Document Extraction
DocuPipe on WhatsApp: manage documents with an AI agent
Flann turns DocuPipe into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in DocuPipe for you. Every business keeps paperwork somewhere, and most of yours now lives in DocuPipe. Connect it to Flann and those files answer to a WhatsApp message. Ask for a contract, a menu, a certificate or a supplier quote, and it arrives in the chat while you are still standing at the counter.
13 actions in DocuPipe. 8 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 DocuPipe
You do not need the exact wording. These are the kinds of messages Flann turns into DocuPipe actions.
“Find documents in DocuPipe.”
“Look up the account usage in DocuPipe.”
“Look up the standardization in DocuPipe.”
“Upload a document in DocuPipe.”
What Flann can work with in DocuPipe
DocuPipe 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 | deletesearchlook upupload | 5 |
| Standardizations | look up | 2 |
Here is what changes when DocuPipe goes through Flann instead of its own screens.
| Compare | Opening DocuPipeLog in, find it, do it | DocuPipe 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 | 8 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 5 changes, made from a message |
| DocuPipe records | All of them, one screen at a time | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Your DocuPipe API key, once |
YesPartlyNo
Step by step: DocuPipe jobs you can hand to Flann
How a request turns into real DocuPipe actions, one step at a time.
Create a document from a voice note
- You message Flann on WhatsApp: “Create a document in DocuPipe with these details.”
- Flann runs
Find Documentsin DocuPipe and shows you what it found. - Flann runs
Delete Documentin DocuPipe. - Flann creates it in DocuPipe and confirms in the chat.
Get answers about your standardizations
- You message Flann on WhatsApp: “What is the latest on our standardizations in DocuPipe?”
- Flann runs
List StandardizationsandGet Standardizationin DocuPipe and shows you what it found. - Nothing in DocuPipe is changed: these are look-ups, so they run straight away.
Check your usages from WhatsApp
- You message Flann on WhatsApp: “Show me where our usages in DocuPipe stand.”
- Flann runs
Get Account Usagein DocuPipe and shows you what it found. - Nothing in DocuPipe is changed: these are look-ups, so they run straight away.
Where Flann saves you time in DocuPipe
Small jobs, repeated often, are where the time goes. Here is how they change once DocuPipe is connected.
Updating the price list sheet
Today
When a supplier puts prices up, the change has to reach your price list in DocuPipe. 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 DocuPipe price list.”
Using the new figures from the email, Flann finds every row in DocuPipe 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.
Filing the stray uploads
Today
Scans, photos and attachments land wherever they happened to be saved. Once a month you try to sort the mess in DocuPipe and never quite finish.
With Flann
“Tidy this month’s uploads in DocuPipe into the right client folders.”
Each new file in DocuPipe is matched to the client or supplier it belongs to, and the ones called scan or untitled get a proposed name that says what they are. The whole plan arrives as one card you can edit.
What you stop doing: Sorting stray uploads once a month falls away.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to DocuPipe
- In Flann, go to Connectors and find DocuPipe.
- Paste your DocuPipe API key into the secure form Flann opens. You will find the key in your DocuPipe account settings.
- From then on, message Flann on WhatsApp. It works in DocuPipe whenever a request needs it.
Of the 13 DocuPipe actions, 8 only read. The other 5 create, update, send or delete. Disconnect DocuPipe in Connectors whenever you like.
Ways to use DocuPipe with Flann
Keep things in order
Tell Flann where something belongs.
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in DocuPipe for you to check.
Summarise before you read
Ask what a long document says. Flann reads it in DocuPipe and gives you the points that matter.
Everything Flann can do in DocuPipe
Every DocuPipe action Flann can run, split into what it reads and what it changes.
Looks up 8
- Find Documents
- Find Jobs
- Get Account Usage
- Get Document
- Get Schema
- Get Standardization
- List Schemas
- List Standardizations
Changes 5
- Create Schema
- Delete Document
- Delete Documents
- Standardize Document
- Upload Document
More AI Document Extraction apps Flann works with
Google SheetsCommon questions
What can Flann do with documents in DocuPipe?
Flann can delete, search, look up and upload documents in DocuPipe, using 5 actions (Delete Document, Delete Documents, Find Documents, Get Document and more). Looking up runs straight away and changes nothing. The other actions create or change documents in DocuPipe.
What can Flann do with standardizations in DocuPipe?
Flann can look up standardizations in DocuPipe, using 2 actions (Get Standardization, List Standardizations). All of them only look things up, so they run straight away.
How does Flann connect to DocuPipe?
Open Connectors in Flann, choose DocuPipe and paste your DocuPipe API key into a secure form. You will find the key in your DocuPipe account settings. Once it is connected, Flann can use 13 actions in DocuPipe.
Do I need to open DocuPipe to use it with Flann?
No. Once DocuPipe is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in DocuPipe.
Which Flann plan do I need for DocuPipe?
Any of them. Every Flann plan includes DocuPipe and every other app.