Integrations / Business Intelligence
Manage Klipfolio users from WhatsApp
Flann connects Klipfolio to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Klipfolio action. Numbers only help when you look at them, and dashboards are easy to ignore. Ask Flann “How are we doing?” and it reads Klipfolio and sends back a report card in the chat: what went up, what went down, what deserves a closer look.
50 actions in Klipfolio. 25 only look things up, and 25 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Klipfolio
Type it or say it in a voice note. Flann works out which Klipfolio action you mean.
“Show me my klips in Klipfolio.”
“Show me my groups in Klipfolio.”
“Show me my group default tabs in Klipfolio.”
“Create a tab in Klipfolio.”
“Create a group in Klipfolio.”
What Flann can work with in Klipfolio
Klipfolio gives Flann 50 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Users | createlook up | 2 |
| Data sources | createdeletelook upupdate | 5 |
| Groups | createdeletelook up | 5 |
Side by side, the two ways of working in Klipfolio:
| Compare | Opening KlipfolioLog in, find it, do it | Klipfolio through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about users | Filters and searches you run yourself | 25 look-ups, answered straight away |
| Making changes | Typed in by hand | 25 changes, made from a message |
| Klipfolio records | All of them, one screen at a time | 8 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Klipfolio API key, once |
YesPartlyNo
Step by step: Klipfolio jobs you can hand to Flann
What happens between your message and the result in Klipfolio.
Create a group from a voice note
- You message Flann on WhatsApp: “Create a group in Klipfolio with these details.”
- Flann runs
List All Groupsin Klipfolio and shows you what it found. - Flann runs
Create Groupin Klipfolio. - Flann creates it in Klipfolio and confirms in the chat.
Get answers about your users
- You message Flann on WhatsApp: “What is the latest on our users in Klipfolio?”
- Flann runs
List All Usersin Klipfolio and shows you what it found. - Nothing in Klipfolio is changed: these are look-ups, so they run straight away.
Fix a data source without opening Klipfolio
- You message Flann on WhatsApp: “Change the data source in Klipfolio: here is what is different.”
- Flann runs
List All Data Sourcesin Klipfolio and shows you what it found. - Flann runs
Update Data Sourcein Klipfolio. - Flann makes the change in Klipfolio and confirms in the chat.
The Klipfolio jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Keeping an eye on competitors
Today
Checking what nearby competitors charge means visiting several websites and writing it all down. So it happens once a year, if that.
With Flann
“Use Klipfolio to check what the gyms near us charge for a monthly membership.”
Using Klipfolio, Flann gathers the published membership prices from those gyms’ websites and lays them out next to yours in one short table. It notes the date it checked, since prices change. Nothing on your side changes, and nothing is sent anywhere.
What you stop doing: Visiting competitor websites one by one with a notepad is a thing of the past.
Building the monthly report
Today
Your accountant, partner or investor wants a monthly summary. You copy figures out of Klipfolio into a document and format them, and it is always later than you promised.
With Flann
“Draft the monthly summary for my business partner from Klipfolio.”
The month’s key figures come out of Klipfolio, set against the previous month and the same month last year, with a short sentence on each change. You read the draft in the chat and ask for edits.
What you stop doing: Copying figures into a document every month is no longer your job.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Klipfolio
- Open Connectors in Flann and choose Klipfolio.
- Paste your Klipfolio API key into the secure form Flann opens. You will find the key in your Klipfolio account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Klipfolio action itself.
Reading from Klipfolio is instant. Klipfolio stays connected until you remove it in Connectors.
Ways to use Klipfolio with Flann
Spot what changed
Ask what went up or down. Flann checks Klipfolio and tells you what moved.
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in Klipfolio first.
A weekly summary on demand
Ask Flann for the week in brief. It reads Klipfolio and sends the few numbers worth knowing.
Everything Flann can do in Klipfolio
All 50 Klipfolio actions, as Flann sees them.
Looks up 25
- Get Dashboard Details
- Get Data Source Details
- Get Data Source Instance Data
- Get Data Source Instance Details
- Get Data Source Properties
- Get Data Source Share Rights
- Get Group Details
- Get Klips
- Get Role Details
- Get Role Permissions
- Get Role Users
- Get User Details
- Get User Profile
- Get User Properties
- Get User Roles
- Get User Tab Instances
- List All Data Sources
- List All Groups
- List All Roles
- List All Users
- List Data Source Instances
- Get Data Source Instance Properties
- Get Group Default Tabs
- Get Group Users
- Get User Groups
Changes 25
- Assign User Role
- Create Data Source
- Create Data Source Instance
- Create Group
- Create Role
- Create Tab (Dashboard)
- Create User
- Delete Data Source
- Delete Data Source Instance Property
- Delete Data Source Property
- Delete Data Source Share Right
- Delete Group
- Delete Role
- Disable Data Source
- Enable Data Source
- Refresh Data Source Instance
- Refresh Multiple Data Sources
- Resend User Invite
- Reset User Password
- Update Data Source
- Update Data Source Instance Properties
- Update Data Source Metadata
- Update Data Source Properties
- Update Data Source Share Rights
- Update User Properties
More Business Intelligence apps Flann works with
KibanaCommon questions
What can Flann do with users in Klipfolio?
Flann can create and look up users in Klipfolio, using 2 actions (Create User, List All Users). Looking up runs straight away and changes nothing. The other actions create or change users in Klipfolio.
What can Flann do with data sources in Klipfolio?
Flann can create, delete, look up and update data sources in Klipfolio, using 5 actions (Create Data Source, Delete Data Source, Get Data Source Details, List All Data Sources and more). Looking up runs straight away and changes nothing. The other actions create or change data sources in Klipfolio.
How does Flann connect to Klipfolio?
Open Connectors in Flann, choose Klipfolio and paste your Klipfolio API key into a secure form. You will find the key in your Klipfolio account settings. Once it is connected, Flann can use 50 actions in Klipfolio.
How do I ask Flann to do something in Klipfolio?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Klipfolio action that fits and asks if anything is missing.
Does connecting Klipfolio cost extra?
No. Klipfolio is included in every Flann plan, along with every other app Flann connects to.