Integrations / AI Document Extraction
Connect Invofox to WhatsApp: documents and companies by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Invofox once, then ask Flann to look things up in it or get work done in it, by text or voice note. Your files and documents are in Invofox. Flann finds them, reads them and prepares new ones from WhatsApp.
10 actions in Invofox. 5 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 Invofox
Send any of these on WhatsApp, in your own words. Flann finds the right Invofox action and fills in the details from the conversation.
“Look up the document in Invofox.”
“Look up the document text in Invofox.”
“Look up the import in Invofox.”
“Update the document in Invofox.”
“Create a company in Invofox.”
What Flann can work with in Invofox
Invofox 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 |
|---|---|---|
| Companies | createdeletelook up | 3 |
| Documents | look upupdate | 3 |
There are three ways to get documents work done in Invofox. Side by side:
| Compare | Opening InvofoxLog in, find it, do it | A rules toolRuns the steps you wired up | Invofox through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about documents | Filters and searches you run yourself | Only the look-ups someone built | 5 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 5 changes, made from a message |
| Invofox records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Invofox API key, once |
YesPartlyNo
Step by step: Invofox jobs you can hand to Flann
Each step below names the Invofox action Flann actually runs.
Fix a document without opening Invofox
- You message Flann on WhatsApp: “Change the document in Invofox: here is what is different.”
- Flann runs
List Documentsin Invofox and shows you what it found. - Flann runs
Update Documentin Invofox. - Flann makes the change in Invofox and confirms in the chat.
Create a company from a voice note
- You message Flann on WhatsApp: “Create a company in Invofox with these details.”
- Flann runs
List Companiesin Invofox and shows you what it found. - Flann runs
Create Companyin Invofox. - Flann creates it in Invofox and confirms in the chat.
Get answers about your imports
- You message Flann on WhatsApp: “What is the latest on our imports in Invofox?”
- Flann runs
Get Importin Invofox and shows you what it found. - Nothing in Invofox is changed: these are look-ups, so they run straight away.
Repetitive Invofox 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 Invofox 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 Invofox”
Flann searches Invofox 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.
Writing up a site visit
Today
After a visit to a client, the details live in your head or on the back of an envelope. Proper notes in Invofox get pushed to tomorrow.
With Flann
“Voice note from the Greenway visit. Make it a proper note in Invofox under that client.”
Your voice note is transcribed, sorted under headings such as what was agreed, measurements and next steps, and matched to the right client in Invofox. It reads like notes written at a desk.
What you stop doing: Writing up visits from memory the next morning is no longer necessary.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Invofox
- In Flann, go to Connectors and find Invofox.
- Paste your Invofox API key into the secure form Flann opens. You will find the key in your Invofox account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Invofox action itself.
Look-ups run as soon as you ask and change nothing in Invofox. You can disconnect Invofox from Connectors at any time.
Ways to use Invofox with Flann
Summarise before you read
Ask what a long document says. Flann reads it in Invofox and gives you the points that matter.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Invofox so you can send it on.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Invofox and brings it into the chat.
Everything Flann can do in Invofox
The full list of Invofox actions available to Flann once you connect it.
Looks up 5
- Get Document
- Get Document Text
- Get Import
- List Companies
- List Documents
Changes 5
- Create Company
- Delete Company
- Process Documents by URL
- Set Document State
- Update Document
More AI Document Extraction apps Flann works with
Common questions
What can Flann do with companies in Invofox?
Flann can create, delete and look up companies in Invofox, using 3 actions (Create Company, Delete Company, List Companies). Looking up runs straight away and changes nothing. The other actions create or change companies in Invofox.
What can Flann do with documents in Invofox?
Flann can look up and update documents in Invofox, using 3 actions (Get Document, List Documents, Update Document). Looking up runs straight away and changes nothing. The other actions create or change documents in Invofox.
How does Flann connect to Invofox?
Open Connectors in Flann, choose Invofox and paste your Invofox API key into a secure form. You will find the key in your Invofox account settings. Once it is connected, Flann can use 10 actions in Invofox.
Can I use Invofox from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Invofox for you. You do not need to open Invofox.
Which Flann plan do I need for Invofox?
Any of them. Every Flann plan includes Invofox and every other app.