Integrations / Documents
Connect PDFgen to WhatsApp: templates by chat
Flann is an AI agent your business talks to on WhatsApp. Connect PDFgen once, then ask Flann to look things up in it or get work done in it, by text or voice note. Signatures chased, notes tidied, invoices read and filed: this is the paperwork side of running a café, a clinic or a building firm, and none of it needs you at a desk. Connect PDFgen and Flann handles the reading straight away.
8 actions in PDFgen. 4 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in PDFgen
Send any of these on WhatsApp, in your own words. Flann finds the right PDFgen action and fills in the details from the conversation.
“Look up the account in PDFgen.”
“Look up the template in PDFgen.”
“Generate a PDF in PDFgen.”
“Create a template in PDFgen.”
What Flann can work with in PDFgen
PDFgen gives Flann 8 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | createdeletelook upupdate | 5 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for PDFgen.
| Compare | In PDFgen yourselfYou click through each job | A fixed workflowTriggers built in advance | Flann on PDFgenYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about templates | By hand, screen by screen | Only the look-ups someone built | 4 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 4 changes, made from a message |
| PDFgen records | All of them, one screen at a time | Only the ones you wire up | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your PDFgen API key, once |
YesPartlyNo
Step by step: PDFgen jobs you can hand to Flann
Each step below names the PDFgen action Flann actually runs.
Create a template from a voice note
- You message Flann on WhatsApp: “Create a template in PDFgen with these details.”
- Flann runs
List Templatesin PDFgen and shows you what it found. - Flann runs
Create Templatein PDFgen. - Flann creates it in PDFgen and confirms in the chat.
Get answers about your accounts
- You message Flann on WhatsApp: “What is the latest on our accounts in PDFgen?”
- Flann runs
Get Accountin PDFgen and shows you what it found. - Nothing in PDFgen is changed: these are look-ups, so they run straight away.
Repetitive PDFgen 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.
Pulling up the file a customer needs
Today
A customer asks for last year’s warranty certificate and you are scrolling folders in PDFgen on a small screen. Too many files are called scan, final or copy of final.
With Flann
“Find the warranty certificate for the Patel kitchen job in PDFgen”
Flann searches PDFgen by name, date and the text inside each document, not just the file titles. The match arrives in the chat with a note of where it is filed.
What you stop doing: No more digging through badly named folders while a customer waits.
Filing the stray uploads
Today
Scans, photos and attachments land wherever they happened to be saved. Once a month you try to sort the mess in PDFgen and never quite finish.
With Flann
“Tidy this month’s uploads in PDFgen into the right client folders.”
Each new file in PDFgen is matched to the client or supplier it belongs to, and the ones called scan or untitled get a proposed name that says what they are. The whole plan arrives as one card you can edit.
What you stop doing: Sorting stray uploads once a month falls away.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to PDFgen
- In Flann, go to Connectors and find PDFgen.
- Paste your PDFgen API key into the secure form Flann opens. You will find the key in your PDFgen account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right PDFgen action itself.
Look-ups run as soon as you ask and change nothing in PDFgen. You can disconnect PDFgen from Connectors at any time.
Ways to use PDFgen with Flann
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches PDFgen and brings it into the chat.
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 PDFgen so you can send it on.
Everything Flann can do in PDFgen
The full list of PDFgen actions available to Flann once you connect it.
Looks up 4
- Get Account
- Get Template
- List Templates
- List Usage Logs
Changes 4
- Create Template
- Delete Template
- Generate PDF
- Update Template
More Documents apps Flann works with
Google SheetsCommon questions
What can Flann do with templates in PDFgen?
Flann can create, delete, look up and update templates in PDFgen, using 5 actions (Create Template, Delete Template, Get Template, List Templates and more). Looking up runs straight away and changes nothing. The other actions create or change templates in PDFgen.
How does Flann connect to PDFgen?
Open Connectors in Flann, choose PDFgen and paste your PDFgen API key into a secure form. You will find the key in your PDFgen account settings. Once it is connected, Flann can use 8 actions in PDFgen.
Can I use PDFgen from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in PDFgen for you. You do not need to open PDFgen.
Which Flann plan do I need for PDFgen?
Any of them. Every Flann plan includes PDFgen and every other app.