Integrations / Project Management
OptimoRoute on WhatsApp: manage orders with an AI agent
Flann turns OptimoRoute into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in OptimoRoute for you. Time tracked in OptimoRoute is money you can bill or wages you need to check. Flann reads the timesheets with you, totals them by person or client and flags the odd entry.
17 actions in OptimoRoute. 8 only look things up, and 9 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in OptimoRoute
You do not need the exact wording. These are the kinds of messages Flann turns into OptimoRoute actions.
“Find orders in OptimoRoute.”
“Show me my mobile events in OptimoRoute.”
“Show me my drivers in OptimoRoute.”
“Create an order in OptimoRoute.”
“Create or update orders in OptimoRoute.”
“Start a planning in OptimoRoute.”
What Flann can work with in OptimoRoute
OptimoRoute gives Flann 17 actions across 9 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Orders | createdeletelook upsearch | 6 |
How the same order job compares, in OptimoRoute directly and through Flann.
| Compare | OptimoRoute on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about orders | Filters and searches you run yourself | 8 look-ups, answered straight away |
| Making changes | Typed in by hand | 9 changes, made from a message |
| OptimoRoute records | All of them, one screen at a time | 9 kinds, from one chat |
| Getting connected | Nothing new to set up | Your OptimoRoute API key, once |
YesPartlyNo
Step by step: OptimoRoute jobs you can hand to Flann
How a request turns into real OptimoRoute actions, one step at a time.
Create an order from a voice note
- You message Flann on WhatsApp: “Create an order in OptimoRoute with these details.”
- Flann runs
Search Ordersin OptimoRoute and shows you what it found. - Flann runs
Create Orderin OptimoRoute. - Flann creates it in OptimoRoute and confirms in the chat.
Get answers about your mobile events
- You message Flann on WhatsApp: “What is the latest on our mobile events in OptimoRoute?”
- Flann runs
Get Mobile Eventsin OptimoRoute and shows you what it found. - Nothing in OptimoRoute is changed: these are look-ups, so they run straight away.
Check your drivers from WhatsApp
- You message Flann on WhatsApp: “Show me where our drivers in OptimoRoute stand.”
- Flann runs
Get Driversin OptimoRoute and shows you what it found. - Nothing in OptimoRoute is changed: these are look-ups, so they run straight away.
Where Flann saves you time in OptimoRoute
Small jobs, repeated often, are where the time goes. Here is how they change once OptimoRoute is connected.
A morning stand-up without the meeting
Today
Every morning you open OptimoRoute, 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 OptimoRoute, 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.
Totalling timesheets at the end of the week
Today
Before payroll you export timesheets from OptimoRoute, 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 OptimoRoute and flag anything odd.”
Pulling the week’s entries from OptimoRoute, 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to OptimoRoute
- Open Connectors in Flann and choose OptimoRoute.
- Paste your OptimoRoute API key into the secure form Flann opens. You will find the key in your OptimoRoute account settings.
- From then on, message Flann on WhatsApp. It works in OptimoRoute whenever a request needs it.
Of the 17 OptimoRoute actions, 8 only read. The other 9 create, update, send or delete. Disconnect OptimoRoute in Connectors whenever you like.
Ways to use OptimoRoute with Flann
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in OptimoRoute and asks you to confirm.
What is due today
Ask Flann what is overdue or due today. It reads OptimoRoute and sends you the list.
Know who is on what
Ask who is working on what. Flann summarises OptimoRoute in a few lines.
Everything Flann can do in OptimoRoute
Every OptimoRoute action Flann can run, split into what it reads and what it changes.
Looks up 8
- Get Drivers
- Get Mobile Events
- Get Order Completion Details
- Get Order Scheduling Info
- Get Orders
- Get Planned Routes
- Get Planning Status
- Search Orders
Changes 9
- Create or Update Orders
- Create Order
- Delete Order
- Delete Orders
- Start Planning
- Stop Planning
- Update Driver Parameters
- Update Drivers Parameters
- Delete All Orders
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Common questions
What can Flann do with orders in OptimoRoute?
Flann can create, delete, look up and search orders in OptimoRoute, using 6 actions (Create Order, Delete All Orders, Delete Order, Delete Orders and more). Looking up runs straight away and changes nothing. The other actions create or change orders in OptimoRoute.
How does Flann connect to OptimoRoute?
Open Connectors in Flann, choose OptimoRoute and paste your OptimoRoute API key into a secure form. You will find the key in your OptimoRoute account settings. Once it is connected, Flann can use 17 actions in OptimoRoute.
Do I need to open OptimoRoute to use it with Flann?
No. Once OptimoRoute is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in OptimoRoute.
Does connecting OptimoRoute cost extra?
No. OptimoRoute is included in every Flann plan, along with every other app Flann connects to.