Integrations / Project Management
Connect ITM Platform to WhatsApp: projects and tasks by chat
Flann is an AI agent your business talks to on WhatsApp. Connect ITM Platform once, then ask Flann to look things up in it or get work done in it, by text or voice note. Teams drift when nobody is watching the list. Flann watches ITM Platform for you, notices the jobs that have not moved and tells you plainly, without making you open a board, filter it and scroll its columns on a small phone screen.
10 actions in ITM Platform. 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 ITM Platform
Send any of these on WhatsApp, in your own words. Flann finds the right ITM Platform action and fills in the details from the conversation.
“Find tasks in ITM Platform.”
“Find projects in ITM Platform.”
“Find DataMart components in ITM Platform.”
“Create a task in ITM Platform.”
“Create a project in ITM Platform.”
What Flann can work with in ITM Platform
ITM Platform gives Flann 10 actions across 4 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Projects | createlook upsearchupdate | 4 |
| Tasks | createsearchupdate | 3 |
There are three ways to get projects work done in ITM Platform. Side by side:
| Compare | Opening ITM PlatformLog in, find it, do it | A rules toolRuns the steps you wired up | ITM Platform 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 projects | Filters and searches you run yourself | Only the look-ups someone built | 6 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 4 changes, made from a message |
| ITM Platform records | All of them, one screen at a time | Only the ones you wire up | 4 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your ITM Platform API key, once |
YesPartlyNo
Step by step: ITM Platform jobs you can hand to Flann
Each step below names the ITM Platform action Flann actually runs.
Create a project from a voice note
- You message Flann on WhatsApp: “Create a project in ITM Platform with these details.”
- Flann runs
Search Projectsin ITM Platform and shows you what it found. - Flann runs
Create Projectin ITM Platform. - Flann creates it in ITM Platform and confirms in the chat.
Fix a task without opening ITM Platform
- You message Flann on WhatsApp: “Change the task in ITM Platform: here is what is different.”
- Flann runs
Search Tasksin ITM Platform and shows you what it found. - Flann runs
Update Taskin ITM Platform. - Flann makes the change in ITM Platform and confirms in the chat.
Get answers about your references
- You message Flann on WhatsApp: “What is the latest on our references in ITM Platform?”
- Flann runs
List Reference Datain ITM Platform and shows you what it found. - Nothing in ITM Platform is changed: these are look-ups, so they run straight away.
Repetitive ITM Platform 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.
Totalling timesheets at the end of the week
Today
Before payroll you export timesheets from ITM Platform, total them per person and look for anyone who forgot to clock out. It is the dullest job on a Friday.
With Flann
“Total this week’s hours by person from ITM Platform and flag anything odd.”
Pulling the week’s entries from ITM Platform, Flann totals them per person and flags timers left running overnight, missing days and duplicate entries. You get a short summary you can forward to whoever does payroll.
What you stop doing: Spreadsheet totals and hunting for forgotten timers are no longer your Friday.
Answering “where are we with my job?”
Today
Clients ask for updates at awkward moments. To answer, you open ITM Platform, find their project and piece together what has happened since you last spoke.
With Flann
“Where are we on the Morgan bathroom refit in ITM Platform? Draft an update for the client.”
In ITM Platform, Flann reads the project’s finished, current and waiting tasks and writes a plain-English update the client will understand, without internal notes or jargon. You see the draft in the chat.
What you stop doing: Piecing together a client update from the board yourself is over.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to ITM Platform
- Open Connectors in Flann and choose ITM Platform.
- Paste your ITM Platform API key into the secure form Flann opens. You will find the key in your ITM Platform account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right ITM Platform action itself.
Look-ups run as soon as you ask and change nothing in ITM Platform. You can disconnect ITM Platform from Connectors at any time.
Ways to use ITM Platform with Flann
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in ITM Platform and asks you to confirm.
Know who is on what
Ask who is working on what. Flann summarises ITM Platform in a few lines.
Close things off
Tell Flann a job is done. It prepares the update in ITM Platform so the list stays honest.
Everything Flann can do in ITM Platform
The full list of ITM Platform actions available to Flann once you connect it.
Looks up 6
- Aggregate DataMart Components
- Get Project
- List Reference Data
- Search DataMart Components
- Search Projects
- Search Tasks
Changes 4
- Create Project
- Create Task
- Update Project
- Update Task
More Project Management apps Flann works with
Miro
WakaTime
Confluence
Basecamp
CodaCommon questions
What can Flann do with projects in ITM Platform?
Flann can create, look up, search and update projects in ITM Platform, using 4 actions (Create Project, Get Project, Search Projects, Update Project). Looking up runs straight away and changes nothing. The other actions create or change projects in ITM Platform.
What can Flann do with tasks in ITM Platform?
Flann can create, search and update tasks in ITM Platform, using 3 actions (Create Task, Search Tasks, Update Task). Looking up runs straight away and changes nothing. The other actions create or change tasks in ITM Platform.
How does Flann connect to ITM Platform?
Open Connectors in Flann, choose ITM Platform and paste your ITM Platform API key into a secure form. You will find the key in your ITM Platform account settings. Once it is connected, Flann can use 10 actions in ITM Platform.
Can I use ITM Platform from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in ITM Platform for you. You do not need to open ITM Platform.
Does connecting ITM Platform cost extra?
No. ITM Platform is included in every Flann plan, along with every other app Flann connects to.