Integrations / Analytics
Connect Polygon to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Polygon once, then ask Flann to look things up in it or get work done in it, by text or voice note. Behind most businesses sits a database of some kind: bookings, members, stock, patients, orders. With Polygon connected, Flann can look up a record the moment you ask. Adding or changing records is different.
88 actions in Polygon. All of them only look things up, so nothing in Polygon is ever changed. You connect with your API key.
What you can ask Flann to do in Polygon
Send any of these on WhatsApp, in your own words. Flann finds the right Polygon action and fills in the details from the conversation.
“Show me my stock financials in Polygon.”
“Look up the stock Open/Close in Polygon.”
“Show me my stocks balance sheets in Polygon.”
What Flann can work with in Polygon
Polygon gives Flann 88 actions across 71 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| SEC filing files | look up | 2 |
| Tickers | look up | 3 |
| SEC filings | look up | 2 |
| Simple moving averages | look up | 2 |
| Stock splits | look up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Polygon.
| Compare | Opening PolygonLog in, find it, do it | A fixed workflowTriggers built in advance | Polygon through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | 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 | By hand, screen by screen | Only the look-ups someone built | 88 look-ups, answered straight away |
| Polygon records | All of them, one screen at a time | Only the ones you wire up | 71 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Polygon API key, once |
YesPartlyNo
Step by step: Polygon jobs you can hand to Flann
Each step below names the Polygon action Flann actually runs.
Get answers about your SEC filing files
- You message Flann on WhatsApp: “What is the latest on our SEC filing files in Polygon?”
- Flann runs
List SEC Filing FilesandGet SEC Filing Filein Polygon and shows you what it found. - Nothing in Polygon is changed: these are look-ups, so they run straight away.
Check your tickers from WhatsApp
- You message Flann on WhatsApp: “Show me where our tickers in Polygon stand.”
- Flann runs
Get All TickersandGet Ticker Detailsin Polygon and shows you what it found. - Nothing in Polygon is changed: these are look-ups, so they run straight away.
Get answers about your ticker events
- You message Flann on WhatsApp: “What is the latest on our ticker events in Polygon?”
- Flann runs
Get Ticker Eventsin Polygon and shows you what it found. - Nothing in Polygon is changed: these are look-ups, so they run straight away.
Repetitive Polygon 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.
Looking up a record mid-conversation
Today
A customer on the phone asks when their membership renews or what they ordered last time. Finding the record in Polygon means a laptop, a login and a search screen.
With Flann
“When does Priya Shah’s membership renew? Check Polygon.”
Within the chat, Flann searches Polygon for the record and replies with the renewal date, plan and last visit. If two records match, it asks which one you mean. Looking up changes nothing, so it happens straight away.
What you stop doing: Opening a laptop to answer a simple customer question is unnecessary now.
Building the monthly report
Today
Your accountant, partner or investor wants a monthly summary. You copy figures out of Polygon into a document and format them, and it is always later than you promised.
With Flann
“Draft the monthly summary for my business partner from Polygon.”
The month’s key figures come out of Polygon, set against the previous month and the same month last year, with a short sentence on each change. You read the draft in the chat and ask for edits.
What you stop doing: Copying figures into a document every month is no longer your job.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Polygon
- Open Connectors in Flann and choose Polygon.
- Paste your Polygon API key into the secure form Flann opens. You will find the key in your Polygon account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Polygon action and fills in the details.
Look-ups run as soon as you ask and change nothing in Polygon. You can disconnect Polygon from Connectors at any time.
Ways to use Polygon with Flann
A weekly summary on demand
Ask Flann for the week in brief. It reads Polygon and sends the few numbers worth knowing.
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in Polygon first.
Ask, do not dig
Ask how this week compares to last. Flann pulls the numbers from Polygon and answers in plain words.
Everything Flann can do in Polygon
The full list of Polygon actions available to Flann once you connect it.
Looks up 88
- Get Crypto EMA
- Get Crypto MACD
- Get Crypto RSI
- Get Crypto SMA
- Get Exponential Moving Average
- Get Forex EMA
- Get Forex MACD
- Get Forex RSI
- Get Forex SMA
- Get IPO Data
- Get MACD
- Get Options Contract Overview
- Get Options EMA
- Get Options MACD
- Get Options RSI
- Get Options SMA
- Get RSI
- Get Simple Moving Average
- Get Stock Financials
- Get Stock Open/Close
- Get Stock Splits by Ticker
- Get Stocks Balance Sheets
- Get Stocks Cash Flow Statements
- Get Stocks Custom Bars
- Get Stocks Daily Market Summary
- Get Ticker Company Details
- Get Ticker Details (vX)
- Last Quote for a Symbol
- Last Trade for a Currency Pair
- List Options Contracts
and 58 more
Changes 0
None.
More Analytics apps Flann works with
Common questions
What can Flann do with SEC filing files in Polygon?
Flann can look up SEC filing files in Polygon, using 2 actions (Get SEC Filing File, List SEC Filing Files). All of them only look things up, so they run straight away.
What can Flann do with tickers in Polygon?
Flann can look up tickers in Polygon, using 3 actions (Get All Tickers, Get Ticker Details, Get Ticker Details (vX)). All of them only look things up, so they run straight away.
How does Flann connect to Polygon?
Open Connectors in Flann, choose Polygon and paste your Polygon API key into a secure form. You will find the key in your Polygon account settings. Once it is connected, Flann can use 88 actions in Polygon.
Can I use Polygon from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Polygon for you. You do not need to open Polygon.
Does connecting Polygon cost extra?
No. Polygon is included in every Flann plan, along with every other app Flann connects to.