Integrations / AI Document Extraction
Connect Extracta.ai to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Extracta.ai once, then ask Flann to look things up in it or get work done in it, by text or voice note. Think of Flann as the assistant who knows where everything in Extracta.ai is filed. You ask on WhatsApp, by text or voice note, and it searches, opens and reads.
10 actions in Extracta.ai. 4 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Extracta.ai
Send any of these on WhatsApp, in your own words. Flann finds the right Extracta.ai action and fills in the details from the conversation.
“Look up the extraction in Extracta.ai.”
“Look up the classification in Extracta.ai.”
“Show me my credits in Extracta.ai.”
“Create an extraction in Extracta.ai.”
“Create a classification in Extracta.ai.”
What Flann can work with in Extracta.ai
Extracta.ai gives Flann 10 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Classifications | createdeleteupdatelook up | 4 |
| Extractions | createdeleteupdatelook up | 4 |
There are three ways to get routine work done in Extracta.ai. Side by side:
| Compare | Extracta.ai on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers | 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 | 6 changes, made from a message |
| Extracta.ai 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 Extracta.ai API key, once |
YesPartlyNo
Step by step: Extracta.ai jobs you can hand to Flann
Each step below names the Extracta.ai action Flann actually runs.
Create a classification from a voice note
- You message Flann on WhatsApp: “Create a classification in Extracta.ai with these details.”
- Flann runs
View Classificationin Extracta.ai and shows you what it found. - Flann runs
Create Classificationin Extracta.ai. - Flann creates it in Extracta.ai and confirms in the chat.
Fix an extraction without opening Extracta.ai
- You message Flann on WhatsApp: “Change the extraction in Extracta.ai: here is what is different.”
- Flann runs
View Extractionin Extracta.ai and shows you what it found. - Flann runs
Update Extractionin Extracta.ai. - Flann makes the change in Extracta.ai and confirms in the chat.
Get answers about your credits
- You message Flann on WhatsApp: “What is the latest on our credits in Extracta.ai?”
- Flann runs
Get Creditsin Extracta.ai and shows you what it found. - Nothing in Extracta.ai is changed: these are look-ups, so they run straight away.
Repetitive Extracta.ai 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.
Pulling up the file a customer needs
Today
A customer asks for last year’s warranty certificate and you are scrolling folders in Extracta.ai on a small screen. Too many files are called scan, final or copy of final.
With Flann
“Find the warranty certificate for the Patel kitchen job in Extracta.ai”
Flann searches Extracta.ai by name, date and the text inside each document, not just the file titles. The match arrives in the chat with a note of where it is filed.
What you stop doing: No more digging through badly named folders while a customer waits.
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 Extracta.ai and never quite finish.
With Flann
“Tidy this month’s uploads in Extracta.ai into the right client folders.”
Each new file in Extracta.ai 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 Extracta.ai
- In Flann, go to Connectors and find Extracta.ai.
- Paste your Extracta.ai API key into the secure form Flann opens. You will find the key in your Extracta.ai account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Extracta.ai action and fills in the details.
Look-ups run as soon as you ask and change nothing in Extracta.ai. You can disconnect Extracta.ai from Connectors at any time.
Ways to use Extracta.ai with Flann
Keep things in order
Tell Flann where something belongs.
Summarise before you read
Ask what a long document says. Flann reads it in Extracta.ai and gives you the points that matter.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Extracta.ai and brings it into the chat.
Everything Flann can do in Extracta.ai
The full list of Extracta.ai actions available to Flann once you connect it.
Looks up 4
- Get Batch Results
- View Classification
- View Extraction
- Get Credits
Changes 6
- Create Classification
- Create Extraction
- Delete Classification
- Delete Extraction
- Update Classification
- Update Extraction
More AI Document Extraction apps Flann works with
CloudlayerCommon questions
What can Flann do with classifications in Extracta.ai?
Flann can create, delete, update and look up classifications in Extracta.ai, using 4 actions (Create Classification, Delete Classification, Update Classification, View Classification). Looking up runs straight away and changes nothing. The other actions create or change classifications in Extracta.ai.
What can Flann do with extractions in Extracta.ai?
Flann can create, delete, update and look up extractions in Extracta.ai, using 4 actions (Create Extraction, Delete Extraction, Update Extraction, View Extraction). Looking up runs straight away and changes nothing. The other actions create or change extractions in Extracta.ai.
How does Flann connect to Extracta.ai?
Open Connectors in Flann, choose Extracta.ai and paste your Extracta.ai API key into a secure form. You will find the key in your Extracta.ai account settings. Once it is connected, Flann can use 10 actions in Extracta.ai.
Can I use Extracta.ai from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Extracta.ai for you. You do not need to open Extracta.ai.
Which Flann plan do I need for Extracta.ai?
Any of them. Every Flann plan includes Extracta.ai and every other app.