Integrations / AI Document Extraction
Parsio.io on WhatsApp: manage documents and templates with an AI agent
Flann turns Parsio.io into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Parsio.io for you. Your price list, your stock sheet and your signed agreements probably all sit in Parsio.io. With Flann connected, a voice note can add a row, update a price or pull a total from them. Look-ups happen straight away.
24 actions in Parsio.io. 11 only look things up, and 13 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Parsio.io
You do not need the exact wording. These are the kinds of messages Flann turns into Parsio.io actions.
“Look up the document in Parsio.io.”
“Show me my collected emails in Parsio.io.”
“Show me my mailboxes in Parsio.io.”
“Upload a file in Parsio.io.”
“Create a HTML/Text document in Parsio.io.”
“Create a mailbox in Parsio.io.”
What Flann can work with in Parsio.io
Parsio.io gives Flann 24 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | deletelook up | 3 |
| Documents | look up | 2 |
| Mailboxes | createdeletelook up | 4 |
Here is what changes when Parsio.io goes through Flann instead of its own screens.
| Compare | Opening Parsio.ioLog in, find it, do it | Parsio.io through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about documents | By hand, screen by screen | 11 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 13 changes, made from a message |
| Parsio.io records | All of them, one screen at a time | 7 kinds, from one chat |
| Set-up | Nothing new to set up | Your Parsio.io API key, once |
YesPartlyNo
Step by step: Parsio.io jobs you can hand to Flann
How a request turns into real Parsio.io actions, one step at a time.
Get answers about your documents
- You message Flann on WhatsApp: “What is the latest on our documents in Parsio.io?”
- Flann runs
List DocumentsandGet Documentin Parsio.io and shows you what it found. - Nothing in Parsio.io is changed: these are look-ups, so they run straight away.
Clean up templates you no longer need
- You message Flann on WhatsApp: “Which templates in Parsio.io are out of date? Remove the ones I confirm.”
- Flann runs
List Templates in Mailboxin Parsio.io and shows you what it found. - Flann runs
Delete Templatesin Parsio.io. - Each removal is confirmed in the chat.
Create a mailbox from a voice note
- You message Flann on WhatsApp: “Create a mailbox in Parsio.io with these details.”
- Flann runs
List Mailboxesin Parsio.io and shows you what it found. - Flann runs
Create Mailboxin Parsio.io. - Flann creates it in Parsio.io and confirms in the chat.
Where Flann saves you time in Parsio.io
Small jobs, repeated often, are where the time goes. Here is how they change once Parsio.io is connected.
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.io before anything can be paid.
With Flann
“Read this week’s supplier invoices in Parsio.io and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through Parsio.io 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.
Writing up a site visit
Today
After a visit to a client, the details live in your head or on the back of an envelope. Proper notes in Parsio.io get pushed to tomorrow.
With Flann
“Voice note from the Greenway visit. Make it a proper note in Parsio.io under that client.”
Your voice note is transcribed, sorted under headings such as what was agreed, measurements and next steps, and matched to the right client in Parsio.io. It reads like notes written at a desk.
What you stop doing: Writing up visits from memory the next morning is no longer necessary.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Parsio.io
- Search for Parsio.io in Flann’s Connectors.
- Paste your Parsio.io API key into the secure form Flann opens. You will find the key in your Parsio.io account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Parsio.io action and fills in the details.
Of the 24 Parsio.io actions, 11 only read. The other 13 create, update, send or delete. Disconnect Parsio.io in Connectors whenever you like.
Ways to use Parsio.io with Flann
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Parsio.io and brings it into the chat.
Summarise before you read
Ask what a long document says. Flann reads it in Parsio.io and gives you the points that matter.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Parsio.io so you can send it on.
Everything Flann can do in Parsio.io
Every Parsio.io action Flann can run, split into what it reads and what it changes.
Looks up 11
- Get Document
- Get Mailbox Details
- Get Parsed Data
- Get Template Details
- Get Webhook Details
- List Documents
- List Mailboxes
- List Templates in Mailbox
- List Webhooks
- List Collected Emails
- List Table Fields
Changes 13
- Create HTML/Text Document
- Create Mailbox
- Create Webhook
- Delete Mailbox
- Delete Templates
- Delete Webhooks
- Parse Document
- Update Mailbox Settings
- Upload File
- Disable Templates
- Enable Templates
- Skip Documents
- Update Webhook
More AI Document Extraction apps Flann works with
Common questions
What can Flann do with templates in Parsio.io?
Flann can delete and look up templates in Parsio.io, using 3 actions (Delete Templates, Get Template Details, List Templates in Mailbox). Looking up runs straight away and changes nothing. The other actions create or change templates in Parsio.io.
What can Flann do with documents in Parsio.io?
Flann can look up documents in Parsio.io, using 2 actions (Get Document, List Documents). All of them only look things up, so they run straight away.
How does Flann connect to Parsio.io?
Open Connectors in Flann, choose Parsio.io and paste your Parsio.io API key into a secure form. You will find the key in your Parsio.io account settings. Once it is connected, Flann can use 24 actions in Parsio.io.
Do I need to open Parsio.io to use it with Flann?
No. Once Parsio.io is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Parsio.io.
Is Parsio.io included in my Flann plan?
Yes. Every Flann plan includes every app, Parsio.io included.