Integrations / Project Management
Float on WhatsApp: manage projects with an AI agent
Flann turns Float into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Float for you. Work gets agreed in passing: at the counter, on a call, in the van. Float only helps if it gets written down. With Flann connected, a voice note becomes tasks in Float, and a quick question tells you what is late, who has it and what comes next.
10 actions in Float. 6 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Float
You do not need the exact wording. These are the kinds of messages Flann turns into Float actions.
“Look up the project in Float.”
“Look up the people capacity report in Float.”
“Look up the project utilization report in Float.”
“Create a project in Float.”
“Create an allocation in Float.”
What Flann can work with in Float
Float gives Flann 10 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Projects | createlook upupdate | 4 |
| Allocations | createlook upupdate | 3 |
Here is what changes when Float goes through Flann instead of its own screens.
| Compare | Float 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 projects | By hand, screen by screen | 6 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 4 changes, made from a message |
| Float records | All of them, one screen at a time | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Your Float API key, once |
YesPartlyNo
Step by step: Float jobs you can hand to Flann
How a request turns into real Float actions, one step at a time.
Create a project from a voice note
- You message Flann on WhatsApp: “Create a project in Float with these details.”
- Flann runs
List Projectsin Float and shows you what it found. - Flann runs
Create Projectin Float. - Flann creates it in Float and confirms in the chat.
Fix an allocation without opening Float
- You message Flann on WhatsApp: “Change the allocation in Float: here is what is different.”
- Flann runs
List Allocationsin Float and shows you what it found. - Flann runs
Update Allocationin Float. - Flann makes the change in Float and confirms in the chat.
Get answers about your people capacity reports
- You message Flann on WhatsApp: “What is the latest on our people capacity reports in Float?”
- Flann runs
Get People Capacity Reportin Float and shows you what it found. - Nothing in Float is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Float
Small jobs, repeated often, are where the time goes. Here is how they change once Float is connected.
A morning stand-up without the meeting
Today
Every morning you open Float, filter by today, then by overdue, then by person. It is a ritual before the day has even started.
With Flann
“What’s due today in Float, and what’s overdue?”
Today’s jobs come back grouped by person, with anything overdue at the top. It fits on one screen.
What you stop doing: Filtering the board three ways each morning is no longer how your day begins.
Nudging the team about late jobs
Today
Some tasks in Float have sat past their due date for days. Messaging each person to ask how it is going feels like nagging, so you put it off.
With Flann
“Chase whoever has overdue jobs in Float, nicely.”
Overdue tasks in Float are grouped by person, and a friendly nudge is drafted for each one, naming the job and asking for a new date if they need it.
What you stop doing: Writing the awkward chaser to each person is no longer yours to do.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Float
- Search for Float in Flann’s Connectors.
- Paste your Float API key into the secure form Flann opens. You will find the key in your Float account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Float action itself.
Of the 10 Float actions, 6 only read. The other 4 create, update, send or delete. Disconnect Float in Connectors whenever you like.
Ways to use Float with Flann
Know who is on what
Ask who is working on what. Flann summarises Float in a few lines.
Plan the week in a message
Tell Flann what needs doing this week.
Close things off
Tell Flann a job is done. It prepares the update in Float so the list stays honest.
Everything Flann can do in Float
Every Float action Flann can run, split into what it reads and what it changes.
Looks up 6
- Get People Capacity Report
- Get Project
- Get Project Utilization Report
- List Allocations
- List People
- List Projects
Changes 4
- Create Allocation
- Create Project
- Update Allocation
- Update Project
More Project Management apps Flann works with
TodoistCommon questions
What can Flann do with projects in Float?
Flann can create, look up and update projects in Float, using 4 actions (Create Project, Get Project, List Projects, Update Project). Looking up runs straight away and changes nothing. The other actions create or change projects in Float.
What can Flann do with allocations in Float?
Flann can create, look up and update allocations in Float, using 3 actions (Create Allocation, List Allocations, Update Allocation). Looking up runs straight away and changes nothing. The other actions create or change allocations in Float.
How does Flann connect to Float?
Open Connectors in Flann, choose Float and paste your Float API key into a secure form. You will find the key in your Float account settings. Once it is connected, Flann can use 10 actions in Float.
Do I need to open Float to use it with Flann?
No. Once Float is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Float.
Is Float included in my Flann plan?
Yes. Every Flann plan includes every app, Float included.