Integrations / AI Document Extraction
Parsio on WhatsApp: manage documents with an AI agent
Flann turns Parsio into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Parsio for you. Your price list, your stock sheet and your signed agreements probably all sit in Parsio. With Flann connected, a voice note can add a row, update a price or pull a total from them. Look-ups happen straight away.
10 actions in Parsio. 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 Parsio
You do not need the exact wording. These are the kinds of messages Flann turns into Parsio actions.
“Look up the document in Parsio.”
“Look up the mailbox in Parsio.”
“Show me my mailboxes in Parsio.”
“Upload a document in Parsio.”
“Update the mailbox in Parsio.”
What Flann can work with in Parsio
Parsio gives Flann 10 actions across 2 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Documents | look upupload | 3 |
| Mailboxes | look upupdate | 3 |
Side by side, the two ways of working in Parsio:
| Compare | Opening ParsioLog in, find it, do it | Parsio 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 documents | Filters and searches you run yourself | 5 look-ups, answered straight away |
| Making changes | Typed in by hand | 5 changes, made from a message |
| Getting connected | Nothing new to set up | Your Parsio API key, once |
YesPartlyNo
Step by step: Parsio jobs you can hand to Flann
How a request turns into real Parsio actions, one step at a time.
Create a document from a voice note
- You message Flann on WhatsApp: “Create a document in Parsio with these details.”
- Flann runs
List Documentsin Parsio and shows you what it found. - Flann runs
Upload Documentin Parsio. - Flann creates it in Parsio and confirms in the chat.
Fix a mailbox without opening Parsio
- You message Flann on WhatsApp: “Change the mailbox in Parsio: here is what is different.”
- Flann runs
List Mailboxesin Parsio and shows you what it found. - Flann runs
Update Mailboxin Parsio. - Flann makes the change in Parsio and confirms in the chat.
Where Flann saves you time in Parsio
Small jobs, repeated often, are where the time goes. Here is how they change once Parsio is connected.
Logging the day’s takings
Today
At closing you are meant to add takings, card totals and petty cash to a spreadsheet in Parsio. Tired, you skip it, and the gaps show up at month end.
With Flann
“Here’s the till slip. Add today’s totals to the takings sheet in Parsio.”
Cash, card and refund totals are read off the slip and matched to the columns already in your takings sheet in Parsio.
What you stop doing: Typing up the till slip after a long shift is off your list.
Turning supplier invoices into a list
Today
Paper and PDF invoices arrive all week. Someone has to copy the supplier, date, amount and due date into Parsio before anything can be paid.
With Flann
“Read this week’s supplier invoices in Parsio and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through Parsio and comes back as supplier, number, amount and due date. You get one tidy list in the chat, sorted by what is due first.
What you stop doing: Copying invoice details into a spreadsheet one by one is something you leave behind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Parsio
- In Flann, go to Connectors and find Parsio.
- Paste your Parsio API key into the secure form Flann opens. You will find the key in your Parsio account settings.
- From then on, message Flann on WhatsApp. It works in Parsio whenever a request needs it.
Of the 10 Parsio actions, 5 only read. The other 5 create, update, send or delete. Disconnect Parsio in Connectors whenever you like.
Ways to use Parsio with Flann
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Parsio for you to check.
Keep things in order
Tell Flann where something belongs.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Parsio so you can send it on.
Everything Flann can do in Parsio
Every Parsio action Flann can run, split into what it reads and what it changes.
Looks up 5
- Get Document
- Get Mailbox
- List Documents
- List Mailboxes
- List Table Fields
Changes 5
- Parse Text Document
- Reparse Document
- Skip Documents
- Update Mailbox
- Upload Document
More AI Document Extraction apps Flann works with
Google SlidesCommon questions
What can Flann do with documents in Parsio?
Flann can look up and upload documents in Parsio, using 3 actions (Get Document, List Documents, Upload Document). Looking up runs straight away and changes nothing. The other actions create or change documents in Parsio.
What can Flann do with mailboxes in Parsio?
Flann can look up and update mailboxes in Parsio, using 3 actions (Get Mailbox, List Mailboxes, Update Mailbox). Looking up runs straight away and changes nothing. The other actions create or change mailboxes in Parsio.
How does Flann connect to Parsio?
Open Connectors in Flann, choose Parsio and paste your Parsio API key into a secure form. You will find the key in your Parsio account settings. Once it is connected, Flann can use 10 actions in Parsio.
Do I need to open Parsio to use it with Flann?
No. Once Parsio is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Parsio.
Which Flann plan do I need for Parsio?
Any of them. Every Flann plan includes Parsio and every other app.