Integrations / Project Management
Connect Kanbanize to WhatsApp: tags and child cards by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Kanbanize once, then ask Flann to look things up in it or get work done in it, by text or voice note. Each morning, Flann can tell you what is due, what slipped and who is waiting on whom in Kanbanize. Ask and it answers.
24 actions in Kanbanize. 12 only look things up, and 12 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Kanbanize
Send any of these on WhatsApp, in your own words. Flann finds the right Kanbanize action and fills in the details from the conversation.
“Show me my columns in Kanbanize.”
“Check the board milestone in Kanbanize.”
“Show me my stickers in Kanbanize.”
“Add a comment in Kanbanize.”
“Delete the workflow in Kanbanize.”
“Delete the tag in Kanbanize.”
What Flann can work with in Kanbanize
Kanbanize gives Flann 24 actions across 15 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Child cards | look updelete | 2 |
| Tags | deleteupdate | 2 |
| Board block reasons | look updelete | 2 |
| Columns | look up | 2 |
There are three ways to get tags work done in Kanbanize. Side by side:
| Compare | Opening KanbanizeLog in, find it, do it | A rules toolRuns the steps you wired up | Kanbanize 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 tags | Filters and searches you run yourself | Only the look-ups someone built | 12 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 12 changes, made from a message |
| Kanbanize records | All of them, one screen at a time | Only the ones you wire up | 15 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Kanbanize API key, once |
YesPartlyNo
Step by step: Kanbanize jobs you can hand to Flann
Each step below names the Kanbanize action Flann actually runs.
Clean up child cards you no longer need
- You message Flann on WhatsApp: “Which child cards in Kanbanize are out of date? Remove the ones I confirm.”
- Flann runs
Get Child Cardsin Kanbanize and shows you what it found. - Flann runs
Remove Child Cardin Kanbanize. - Each removal is confirmed in the chat.
Get answers about your columns
- You message Flann on WhatsApp: “What is the latest on our columns in Kanbanize?”
- Flann runs
Get ColumnandGet Columnsin Kanbanize and shows you what it found. - Nothing in Kanbanize is changed: these are look-ups, so they run straight away.
Check your users from WhatsApp
- You message Flann on WhatsApp: “Show me where our users in Kanbanize stand.”
- Flann runs
Get Userin Kanbanize and shows you what it found. - Nothing in Kanbanize is changed: these are look-ups, so they run straight away.
Repetitive Kanbanize 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.
Capturing actions from a team meeting
Today
After a team meeting, actions get agreed but nobody writes them into Kanbanize. A week later, everyone remembers the meeting differently.
With Flann
“Here are the notes from this morning’s meeting. Create the actions in Kanbanize with owners.”
Reading your notes, Flann picks out each decision and action, names who owns it and suggests a due date.
What you stop doing: Being the one who types up actions after every meeting is behind you.
Starting a new client project from the template
Today
Each new client or job means copying your template project in Kanbanize, renaming it, adjusting dates and assigning people. Small mistakes slip in, like the last client’s name in a task.
With Flann
“New job for Clarke Dental, starts on the first. Set it up from our fit-out template in Kanbanize.”
A copy of your template in Kanbanize is renamed, dated from the start you gave and assigned to the usual people for each stage. Anything that still mentions the previous client is flagged.
What you stop doing: Copying and adjusting the template by hand for each new job is no longer on your desk.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Kanbanize
- Search for Kanbanize in Flann’s Connectors.
- Paste your Kanbanize API key into the secure form Flann opens. You will find the key in your Kanbanize account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Kanbanize action itself.
Look-ups run as soon as you ask and change nothing in Kanbanize. You can disconnect Kanbanize from Connectors at any time.
Ways to use Kanbanize with Flann
Close things off
Tell Flann a job is done. It prepares the update in Kanbanize so the list stays honest.
Plan the week in a message
Tell Flann what needs doing this week.
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in Kanbanize and asks you to confirm.
Everything Flann can do in Kanbanize
The full list of Kanbanize actions available to Flann once you connect it.
Looks up 12
- Check Board Milestone
- Get Columns
- Get Custom Fields
- Check User Is Card Watcher
- Get Board Block Reasons
- Get Board Card Templates
- Get Child Cards
- Get Column
- Get Stickers
- Get User
- Get workflow cycle time columns
- Get Workspace Data Fields
Changes 12
- Add a comment to a card
- Delete Workflow
- Delete Board
- Delete Card
- Delete Tag
- Remove Board Block Reason
- Remove Child Card
- Set card block reason
- Update Board Sticker
- Update Data Field Workspaces
- Update Lane Default Setting
- Update Tag
More Project Management apps Flann works with
Common questions
What can Flann do with child cards in Kanbanize?
Flann can look up and delete child cards in Kanbanize, using 2 actions (Get Child Cards, Remove Child Card). Looking up runs straight away and changes nothing. The other actions create or change child cards in Kanbanize.
What can Flann do with tags in Kanbanize?
Flann can delete and update tags in Kanbanize, using 2 actions (Delete Tag, Update Tag). Each one changes something in Kanbanize.
How does Flann connect to Kanbanize?
Open Connectors in Flann, choose Kanbanize and paste your Kanbanize API key into a secure form. You will find the key in your Kanbanize account settings. Once it is connected, Flann can use 24 actions in Kanbanize.
Can I use Kanbanize from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Kanbanize for you. You do not need to open Kanbanize.
Is Kanbanize included in my Flann plan?
Yes. Every Flann plan includes every app, Kanbanize included.