Integrations / Project Management
Connect Resource Planner to WhatsApp: projects by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Resource Planner once, then ask Flann to look things up in it or get work done in it, by text or voice note. Work gets agreed in passing: at the counter, on a call, in the van. Resource Planner only helps if it gets written down. With Flann connected, a voice note becomes tasks in Resource Planner, and a quick question tells you what is late, who has it and what comes next.
16 actions in Resource Planner. 6 only look things up, and 10 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Resource Planner
Send any of these on WhatsApp, in your own words. Flann finds the right Resource Planner action and fills in the details from the conversation.
“Look up the project in Resource Planner.”
“Show me my assignments in Resource Planner.”
“Show me my time entries in Resource Planner.”
“Create a project in Resource Planner.”
“Create an assignment in Resource Planner.”
What Flann can work with in Resource Planner
Resource Planner gives Flann 16 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Projects | createdeletelook upupdate | 5 |
| Assignments | createdeletelook upupdate | 5 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Resource Planner.
| Compare | In Resource Planner yourselfYou click through each job | A fixed workflowTriggers built in advance | Flann on Resource PlannerYou 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 projects | By hand, screen by screen | Only the look-ups someone built | 6 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 10 changes, made from a message |
| Resource Planner 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 Resource Planner API key, once |
YesPartlyNo
Step by step: Resource Planner jobs you can hand to Flann
Each step below names the Resource Planner action Flann actually runs.
Create a project from a voice note
- You message Flann on WhatsApp: “Create a project in Resource Planner with these details.”
- Flann runs
List Projectsin Resource Planner and shows you what it found. - Flann runs
Create Projectin Resource Planner. - Flann creates it in Resource Planner and confirms in the chat.
Fix an assignment without opening Resource Planner
- You message Flann on WhatsApp: “Change the assignment in Resource Planner: here is what is different.”
- Flann runs
List Assignmentsin Resource Planner and shows you what it found. - Flann runs
Update Assignmentin Resource Planner. - Flann makes the change in Resource Planner and confirms in the chat.
Get answers about your time entries
- You message Flann on WhatsApp: “What is the latest on our time entries in Resource Planner?”
- Flann runs
List Time Entriesin Resource Planner and shows you what it found. - Nothing in Resource Planner is changed: these are look-ups, so they run straight away.
Repetitive Resource Planner 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.
A morning stand-up without the meeting
Today
Every morning you open Resource Planner, filter by today, then by overdue, then by person. It is a ritual before the day has even started.
With Flann
“What’s due today in Resource Planner, and what’s overdue?”
Today’s jobs come back grouped by person, with anything overdue at the top. It fits on one screen.
What you stop doing: Filtering the board three ways each morning is no longer how your day begins.
Starting a new client project from the template
Today
Each new client or job means copying your template project in Resource Planner, renaming it, adjusting dates and assigning people. Small mistakes slip in, like the last client’s name in a task.
With Flann
“New job for Clarke Dental, starts on the first. Set it up from our fit-out template in Resource Planner.”
A copy of your template in Resource Planner is renamed, dated from the start you gave and assigned to the usual people for each stage. Anything that still mentions the previous client is flagged.
What you stop doing: Copying and adjusting the template by hand for each new job is no longer on your desk.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Resource Planner
- In Flann, go to Connectors and find Resource Planner.
- Paste your Resource Planner API key into the secure form Flann opens. You will find the key in your Resource Planner account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Resource Planner action and fills in the details.
Look-ups run as soon as you ask and change nothing in Resource Planner. You can disconnect Resource Planner from Connectors at any time.
Ways to use Resource Planner with Flann
What is due today
Ask Flann what is overdue or due today. It reads Resource Planner and sends you the list.
Plan the week in a message
Tell Flann what needs doing this week.
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in Resource Planner and asks you to confirm.
Everything Flann can do in Resource Planner
The full list of Resource Planner actions available to Flann once you connect it.
Looks up 6
- Get Project
- Get Resource
- List Assignments
- List Projects
- List Resources
- List Time Entries
Changes 10
- Create Assignment
- Create Project
- Create Resource
- Delete Assignment
- Delete Assignments
- Delete Project
- Delete Resource
- Update Assignment
- Update Project
- Update Resource
More Project Management apps Flann works with
Toggl Track
Confluence
WorksnapsCommon questions
What can Flann do with projects in Resource Planner?
Flann can create, delete, look up and update projects in Resource Planner, using 5 actions (Create Project, Delete Project, Get Project, List Projects and more). Looking up runs straight away and changes nothing. The other actions create or change projects in Resource Planner.
What can Flann do with assignments in Resource Planner?
Flann can create, delete, look up and update assignments in Resource Planner, using 5 actions (Create Assignment, Delete Assignment, Delete Assignments, List Assignments and more). Looking up runs straight away and changes nothing. The other actions create or change assignments in Resource Planner.
How does Flann connect to Resource Planner?
Open Connectors in Flann, choose Resource Planner and paste your Resource Planner API key into a secure form. You will find the key in your Resource Planner account settings. Once it is connected, Flann can use 16 actions in Resource Planner.
Can I use Resource Planner from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Resource Planner for you. You do not need to open Resource Planner.
Which Flann plan do I need for Resource Planner?
Any of them. Every Flann plan includes Resource Planner and every other app.