Integrations / Analytics
Manage Dovetail contacts and notes from WhatsApp
Flann connects Dovetail to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Dovetail action. Weekly numbers, monthly comparisons, the odd question late at night. Flann reads Dovetail whenever you ask and keeps the answers short enough for a phone screen. When you want a deeper view, ask a follow-up in the same chat.
51 actions in Dovetail. 25 only look things up, and 26 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Dovetail
Type it or say it in a voice note. Flann works out which Dovetail action you mean.
“Look up the contact in Dovetail.”
“Look up the project in Dovetail.”
“Look up the file in Dovetail.”
“Create a note in Dovetail.”
“Create a project in Dovetail.”
“Update the contact in Dovetail.”
What Flann can work with in Dovetail
Dovetail gives Flann 51 actions across 15 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Notes | createdeleteexportlook upupdate | 6 |
| Contacts | createlook upupdate | 4 |
| Channels | createdeleteupdate | 3 |
| Projects | createlook up | 3 |
| Folders | look up | 2 |
| Insights | createdeleteexportlook upimportupdate | 8 |
| Docs | createdeleteexportlook upupdate | 7 |
| Topics | createdeleteupdate | 3 |
Here is what changes when Dovetail goes through Flann instead of its own screens.
| Compare | Opening DovetailLog in, find it, do it | Dovetail 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 contacts | By hand, screen by screen | 25 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 26 changes, made from a message |
| Dovetail records | All of them, one screen at a time | 15 kinds, from one chat |
| Set-up | Nothing new to set up | Your Dovetail API key, once |
YesPartlyNo
Step by step: Dovetail jobs you can hand to Flann
What happens between your message and the result in Dovetail.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Dovetail with these details.”
- Flann runs
List Contactsin Dovetail and shows you what it found. - Flann runs
Create Contactin Dovetail. - Flann creates it in Dovetail and confirms in the chat.
Fix a note without opening Dovetail
- You message Flann on WhatsApp: “Change the note in Dovetail: here is what is different.”
- Flann runs
List Notesin Dovetail and shows you what it found. - Flann runs
Update Notein Dovetail. - Flann makes the change in Dovetail and confirms in the chat.
Get answers about your projects
- You message Flann on WhatsApp: “What is the latest on our projects in Dovetail?”
- Flann runs
List ProjectsandGet Projectin Dovetail and shows you what it found. - Nothing in Dovetail is changed: these are look-ups, so they run straight away.
The Dovetail jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Seeing where visitors came from
Today
You put an offer out last week and want to know whether it brought people to the website. The answer is in Dovetail, several menus deep.
With Flann
“Where did website visitors come from this week, and how did the offer page do?”
Traffic sources and page visits are read from Dovetail and explained plainly: which channels sent people, how the offer page compared with your usual pages, and whether visitors booked or bought. No talk of sessions or bounce rates unless you ask. Nothing is changed.
What you stop doing: Clicking through analytics menus to judge an offer is behind you.
Building the monthly report
Today
Your accountant, partner or investor wants a monthly summary. You copy figures out of Dovetail into a document and format them, and it is always later than you promised.
With Flann
“Draft the monthly summary for my business partner from Dovetail.”
The month’s key figures come out of Dovetail, set against the previous month and the same month last year, with a short sentence on each change. You read the draft in the chat and ask for edits.
What you stop doing: Copying figures into a document every month is no longer your job.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Dovetail
- In Flann, go to Connectors and find Dovetail.
- Paste your Dovetail API key into the secure form Flann opens. You will find the key in your Dovetail account settings.
- From then on, message Flann on WhatsApp. It works in Dovetail whenever a request needs it.
Reading from Dovetail is instant. Dovetail stays connected until you remove it in Connectors.
Ways to use Dovetail with Flann
A weekly summary on demand
Ask Flann for the week in brief. It reads Dovetail and sends the few numbers worth knowing.
Ask, do not dig
Ask how this week compares to last. Flann pulls the numbers from Dovetail and answers in plain words.
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in Dovetail first.
Everything Flann can do in Dovetail
All 51 Dovetail actions, as Flann sees them.
Looks up 25
- Get Contact
- Get Data
- Get Doc
- Get Insight
- Get Project
- List Docs
- List Insights
- List User Docs
- Export Data
- Export Doc
- Export Insight
- Export Note
- Get File
- Get Folder
- Get Note
- Get Token Info
- List Contacts
- List Data
- List Folders
- List Highlights
- List Notes
- List Projects
- List Tags
- List User Insights
- Magic Search
Changes 26
- Create Data
- Create Doc
- Create Note
- Create Project
- Update Contact
- Update Data
- Update Doc
- Update Insight
- Update Note
- Create Channel
- Create Contact
- Create Data Point
- Create Insight
- Create Topic
- Delete Channel
- Delete Data
- Delete Doc
- Delete Insight
- Delete Note
- Delete Topic
- Import Data File
- Import Doc File
- Import Insight from File
- Import Note File
- Update Channel
- Update Topic
More Analytics apps Flann works with
NocoDB
Google Search ConsoleCommon questions
What can Flann do with notes in Dovetail?
Flann can create, delete, export, look up and update notes in Dovetail, using 6 actions (Create Note, Delete Note, Export Note, Get Note and more). Looking up runs straight away and changes nothing. The other actions create or change notes in Dovetail.
What can Flann do with contacts in Dovetail?
Flann can create, look up and update contacts in Dovetail, using 4 actions (Create Contact, Get Contact, List Contacts, Update Contact). Looking up runs straight away and changes nothing. The other actions create or change contacts in Dovetail.
How does Flann connect to Dovetail?
Open Connectors in Flann, choose Dovetail and paste your Dovetail API key into a secure form. You will find the key in your Dovetail account settings. Once it is connected, Flann can use 51 actions in Dovetail.
How do I ask Flann to do something in Dovetail?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Dovetail action that fits and asks if anything is missing.
Which Flann plan do I need for Dovetail?
Any of them. Every Flann plan includes Dovetail and every other app.