Integrations / Task Management
Connect Process Street to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Process Street once, then ask Flann to look things up in it or get work done in it, by text or voice note. Process Street keeps track of the work. Flann lets you add to it, check it and update it from WhatsApp.
5 actions in Process Street. 2 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Process Street
Send any of these on WhatsApp, in your own words. Flann finds the right Process Street action and fills in the details from the conversation.
“Show me my workflows in Process Street.”
“Create a workflow run in Process Street.”
What Flann can work with in Process Street
Process Street gives Flann 5 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Workflow runs | completecreate | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Process Street.
| Compare | Opening Process StreetLog in, find it, do it | A fixed workflowTriggers built in advance | Process Street 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 | 2 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| Process Street 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 Process Street API key, once |
YesPartlyNo
Step by step: Process Street jobs you can hand to Flann
Each step below names the Process Street action Flann actually runs.
Get answers about your data set rows
- You message Flann on WhatsApp: “What is the latest on our data set rows in Process Street?”
- Flann runs
Find Data Set Rowsin Process Street and shows you what it found. - Nothing in Process Street is changed: these are look-ups, so they run straight away.
Check your workflows from WhatsApp
- You message Flann on WhatsApp: “Show me where our workflows in Process Street stand.”
- Flann runs
List Workflowsin Process Street and shows you what it found. - Nothing in Process Street is changed: these are look-ups, so they run straight away.
Repetitive Process Street 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.
Nudging the team about late jobs
Today
Some tasks in Process Street have sat past their due date for days. Messaging each person to ask how it is going feels like nagging, so you put it off.
With Flann
“Chase whoever has overdue jobs in Process Street, nicely.”
Overdue tasks in Process Street are grouped by person, and a friendly nudge is drafted for each one, naming the job and asking for a new date if they need it.
What you stop doing: Writing the awkward chaser to each person is no longer yours to do.
Totalling timesheets at the end of the week
Today
Before payroll you export timesheets from Process Street, total them per person and look for anyone who forgot to clock out. It is the dullest job on a Friday.
With Flann
“Total this week’s hours by person from Process Street and flag anything odd.”
Pulling the week’s entries from Process Street, Flann totals them per person and flags timers left running overnight, missing days and duplicate entries. You get a short summary you can forward to whoever does payroll.
What you stop doing: Spreadsheet totals and hunting for forgotten timers are no longer your Friday.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Process Street
- In Flann, go to Connectors and find Process Street.
- Paste your Process Street API key into the secure form Flann opens. You will find the key in your Process Street account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Process Street action and fills in the details.
Look-ups run as soon as you ask and change nothing in Process Street. You can disconnect Process Street from Connectors at any time.
Ways to use Process Street with Flann
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in Process Street and asks you to confirm.
What is due today
Ask Flann what is overdue or due today. It reads Process Street and sends you the list.
Know who is on what
Ask who is working on what. Flann summarises Process Street in a few lines.
Everything Flann can do in Process Street
The full list of Process Street actions available to Flann once you connect it.
Looks up 2
- Find Data Set Rows
- List Workflows
Changes 3
- Complete a workflow run
- Create Workflow Run
- Undelete Workflow Run
More Task Management apps Flann works with
Ticktick
MiroCommon questions
What can Flann do with workflow runs in Process Street?
Flann can complete and create workflow runs in Process Street, using 2 actions (Complete a workflow run, Create Workflow Run). Each one changes something in Process Street.
How does Flann connect to Process Street?
Open Connectors in Flann, choose Process Street and paste your Process Street API key into a secure form. You will find the key in your Process Street account settings. Once it is connected, Flann can use 5 actions in Process Street.
Can I use Process Street from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Process Street for you. You do not need to open Process Street.
Which Flann plan do I need for Process Street?
Any of them. Every Flann plan includes Process Street and every other app.