Integrations / Documents
Connect PDFMonkey to WhatsApp: documents and templates by chat
Flann is an AI agent your business talks to on WhatsApp. Connect PDFMonkey once, then ask Flann to look things up in it or get work done in it, by text or voice note. Contracts, menus, rotas, signed forms. They pile up in PDFMonkey faster than anyone can keep them tidy, and the one you need is never where you left it. Flann reads PDFMonkey for you, finds the right version and tells you what it says.
18 actions in PDFMonkey. 11 only look things up, and 7 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in PDFMonkey
Send any of these on WhatsApp, in your own words. Flann finds the right PDFMonkey action and fills in the details from the conversation.
“Look up the document in PDFMonkey.”
“Get the document file from PDFMonkey.”
“Look up the DocumentCard in PDFMonkey.”
“Create a document in PDFMonkey.”
“Create a document sync in PDFMonkey.”
“Delete the document template in PDFMonkey.”
What Flann can work with in PDFMonkey
PDFMonkey gives Flann 18 actions across 10 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Documents | createdeletelook upupdate | 4 |
| Document templates | deleteupdate | 2 |
| Templates | createlook up | 2 |
| DocumentCards | look up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for PDFMonkey.
| Compare | PDFMonkey on its ownEvery step is yours | A fixed workflowTriggers built in advance | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | 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 documents | By hand, screen by screen | Only the look-ups someone built | 11 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 7 changes, made from a message |
| PDFMonkey records | All of them, one screen at a time | Only the ones you wire up | 10 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your PDFMonkey API key, once |
YesPartlyNo
Step by step: PDFMonkey jobs you can hand to Flann
Each step below names the PDFMonkey action Flann actually runs.
Create a document from a voice note
- You message Flann on WhatsApp: “Create a document in PDFMonkey with these details.”
- Flann runs
Get Documentin PDFMonkey and shows you what it found. - Flann runs
Create Documentin PDFMonkey. - Flann creates it in PDFMonkey and confirms in the chat.
Get answers about your templates
- You message Flann on WhatsApp: “What is the latest on our templates in PDFMonkey?”
- Flann runs
Get Template by IDin PDFMonkey and shows you what it found. - Nothing in PDFMonkey is changed: these are look-ups, so they run straight away.
Check your DocumentCards from WhatsApp
- You message Flann on WhatsApp: “Show me where our DocumentCards in PDFMonkey stand.”
- Flann runs
List DocumentCardsandGet DocumentCardin PDFMonkey and shows you what it found. - Nothing in PDFMonkey is changed: these are look-ups, so they run straight away.
Repetitive PDFMonkey 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.
Chasing the unsigned agreements
Today
Every week a few agreements sit unsigned in PDFMonkey. Working out who has not signed, and writing a polite nudge to each person, quietly eats the end of your Friday afternoon.
With Flann
“Which agreements in PDFMonkey are still waiting for a signature?”
Open envelopes in PDFMonkey come back as one list: who each is waiting on and how long it has been out. A short reminder is drafted for each signer, in the tone you use with customers and suppliers, and checked against what was already sent so nobody is nagged twice in a week.
What you stop doing: Keeping a mental list of who still owes you a signature stops being your job.
Catching documents before they expire
Today
Insurance certificates, hygiene inspections, staff training records and supplier agreements all have renewal dates. They hide inside documents in PDFMonkey until the week one lapses.
With Flann
“Is anything in PDFMonkey expiring or up for renewal before Christmas?”
Certificates and agreements in PDFMonkey are read through for every expiry and renewal date Flann can find. You get a short list in date order, with the document linked against each.
What you stop doing: Remembering renewal dates buried in paperwork is no longer on you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to PDFMonkey
- In Flann, go to Connectors and find PDFMonkey.
- Paste your PDFMonkey API key into the secure form Flann opens. You will find the key in your PDFMonkey account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right PDFMonkey action itself.
Look-ups run as soon as you ask and change nothing in PDFMonkey. You can disconnect PDFMonkey from Connectors at any time.
Ways to use PDFMonkey with Flann
Share without the hunt
Ask Flann for the file a customer needs. It finds it in PDFMonkey so you can send it on.
Keep things in order
Tell Flann where something belongs.
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in PDFMonkey for you to check.
Everything Flann can do in PDFMonkey
The full list of PDFMonkey actions available to Flann once you connect it.
Looks up 11
- Download Document File
- Get Current User
- Get Document
- Get DocumentCard
- Get Template by ID
- List DocumentCards
- List Template Cards
- List Workspaces
- Preview Template
- List PDF Engines
- View Public Share Link
Changes 7
- Create Document
- Create Document Sync
- Create Template
- Delete Document
- Delete PDFMonkey Document Template
- Update Document
- Update Document Template
More Documents apps Flann works with
Common questions
What can Flann do with documents in PDFMonkey?
Flann can create, delete, look up and update documents in PDFMonkey, using 4 actions (Create Document, Delete Document, Get Document, Update Document). Looking up runs straight away and changes nothing. The other actions create or change documents in PDFMonkey.
What can Flann do with document templates in PDFMonkey?
Flann can delete and update document templates in PDFMonkey, using 2 actions (Delete PDFMonkey Document Template, Update Document Template). Each one changes something in PDFMonkey.
How does Flann connect to PDFMonkey?
Open Connectors in Flann, choose PDFMonkey and paste your PDFMonkey API key into a secure form. You will find the key in your PDFMonkey account settings. Once it is connected, Flann can use 18 actions in PDFMonkey.
Can I use PDFMonkey from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in PDFMonkey for you. You do not need to open PDFMonkey.
Which Flann plan do I need for PDFMonkey?
Any of them. Every Flann plan includes PDFMonkey and every other app.