Integrations / Project Management
Rocketlane on WhatsApp: manage projects, tasks and files with an AI agent
Flann turns Rocketlane into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Rocketlane for you. Rocketlane keeps track of the work. Flann lets you add to it, check it and update it from WhatsApp.
80 actions in Rocketlane. 34 only look things up, and 46 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Rocketlane
You do not need the exact wording. These are the kinds of messages Flann turns into Rocketlane actions.
“Find invoices in Rocketlane.”
“Show me my tasks in Rocketlane.”
“Show me my comments in Rocketlane.”
“Create a project in Rocketlane.”
“Add members in Rocketlane.”
“Create a task in Rocketlane.”
What Flann can work with in Rocketlane
Rocketlane gives Flann 80 actions across 24 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Projects | archivecreatedeletelook upupdate | 6 |
| Tasks | createdeletelook upmoveupdate | 6 |
| Time entries | createdeletelook upsearchupdate | 6 |
| Conversations | createdeletelook upupdate | 5 |
| Files | deletelook upsearchupdateupload | 5 |
| Project folders | createdeletelook upupdate | 5 |
| Companies | createlook upupdate | 4 |
| Comments | createdeletelook up | 3 |
Here is what changes when Rocketlane goes through Flann instead of its own screens.
| Compare | In Rocketlane yourselfYou click through each job | Flann on RocketlaneYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about projects | By hand, screen by screen | 34 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 46 changes, made from a message |
| Rocketlane records | All of them, one screen at a time | 24 kinds, from one chat |
| Set-up | Nothing new to set up | Your Rocketlane API key, once |
YesPartlyNo
Step by step: Rocketlane jobs you can hand to Flann
How a request turns into real Rocketlane actions, one step at a time.
Create a project from a voice note
- You message Flann on WhatsApp: “Create a project in Rocketlane with these details.”
- Flann runs
List Projectsin Rocketlane and shows you what it found. - Flann runs
Create Projectin Rocketlane. - Flann creates it in Rocketlane and confirms in the chat.
Fix a task without opening Rocketlane
- You message Flann on WhatsApp: “Change the task in Rocketlane: here is what is different.”
- Flann runs
Get All Tasksin Rocketlane and shows you what it found. - Flann runs
Update Task by IDin Rocketlane. - Flann makes the change in Rocketlane and confirms in the chat.
Clean up files you no longer need
- You message Flann on WhatsApp: “Which files in Rocketlane are out of date? Remove the ones I confirm.”
- Flann runs
Search Filesin Rocketlane and shows you what it found. - Flann runs
Delete Filein Rocketlane. - Each removal is confirmed in the chat.
Where Flann saves you time in Rocketlane
Small jobs, repeated often, are where the time goes. Here is how they change once Rocketlane is connected.
Turning a voice note into tasks
Today
Ideas and jobs come to you while driving or walking the floor. By the time you are at a screen to put them into Rocketlane, some have gone.
With Flann
“Put everything from this voice note into Rocketlane as tasks for this week.”
Flann transcribes the voice note, splits it into separate jobs, gives each a clear title and suggests a due date and an owner from your team in Rocketlane. You see the list as one card.
What you stop doing: Remembering jobs until you get to a screen is no longer required.
A morning stand-up without the meeting
Today
Every morning you open Rocketlane, 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 Rocketlane, 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Rocketlane
- Open Connectors in Flann and choose Rocketlane.
- Paste your Rocketlane API key into the secure form Flann opens. You will find the key in your Rocketlane account settings.
- From then on, message Flann on WhatsApp. It works in Rocketlane whenever a request needs it.
Of the 80 Rocketlane actions, 34 only read. The other 46 create, update, send or delete. Disconnect Rocketlane in Connectors whenever you like.
Ways to use Rocketlane with Flann
Close things off
Tell Flann a job is done. It prepares the update in Rocketlane so the list stays honest.
What is due today
Ask Flann what is overdue or due today. It reads Rocketlane and sends you the list.
Know who is on what
Ask who is working on what. Flann summarises Rocketlane in a few lines.
Everything Flann can do in Rocketlane
Every Rocketlane action Flann can run, split into what it reads and what it changes.
Looks up 34
- Get All Conversations
- Get All Resource Allocations
- Get All Spaces
- Get All Tasks
- Get All Time-Offs
- Get Comments
- Get Company
- Get Time Entries
- List Companies
- List Currencies
- List Project Phases
- List Projects
- List Templates
- List Users
- Search Invoices
- Search Time Entries
- Get All Fields
- Get Conversation
- Get Field By ID
- Get File
- Get Phase by ID
- Get Project by ID
- Get Project Folder
- Get Space by ID
- Get Task By Id
- Get Template By ID
- Get Time Entry By ID
- Get Time Entry Categories
- Get User By ID
- List Project Files
and 4 more
Changes 46
- Create Company
- Create Project
- Create Time Entry
- Delete Project
- Update Company
- Add Assignee To Task
- Add Field Option
- Add Followers To Task
- Add Members to Conversation
- Add Members to Project
- Archive Project by ID
- Create Comment
- Create Conversation
- Create Field
- Create Phase
- Create Project Folder
- Create Space
- Create Space Document
- Create Task
- Delete Comment By ID
- Delete Conversation
- Delete Field
- Delete File
- Delete Phase
- Delete Project Folder
- Delete Space
- Delete Space Document
- Delete Task By ID
- Delete Time Entry by ID
- Move Task To Given Phase
and 16 more
More Project Management apps Flann works with
Miro
TrelloCommon questions
What can Flann do with projects in Rocketlane?
Flann can archive, create, delete, look up and update projects in Rocketlane, using 6 actions (Archive Project by ID, Create Project, Delete Project, Get Project by ID and more). Looking up runs straight away and changes nothing. The other actions create or change projects in Rocketlane.
What can Flann do with tasks in Rocketlane?
Flann can create, delete, look up, move and update tasks in Rocketlane, using 6 actions (Create Task, Delete Task By ID, Get All Tasks, Get Task By Id and more). Looking up runs straight away and changes nothing. The other actions create or change tasks in Rocketlane.
How does Flann connect to Rocketlane?
Open Connectors in Flann, choose Rocketlane and paste your Rocketlane API key into a secure form. You will find the key in your Rocketlane account settings. Once it is connected, Flann can use 80 actions in Rocketlane.
Do I need to open Rocketlane to use it with Flann?
No. Once Rocketlane is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Rocketlane.
Does connecting Rocketlane cost extra?
No. Rocketlane is included in every Flann plan, along with every other app Flann connects to.