Integrations / Documents
Manage SharePoint items and files from WhatsApp
Flann connects SharePoint to the WhatsApp chat you already run your business from. You ask, and Flann picks the right SharePoint action. Your files and documents are in SharePoint. Flann finds them, reads them and prepares new ones from WhatsApp.
102 actions in SharePoint. 57 only look things up, and 45 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in SharePoint
Type it or say it in a voice note. Flann works out which SharePoint action you mean.
“Show me my items in SharePoint.”
“Show me my lists in SharePoint.”
“Show me my files in SharePoint.”
“Upload a file in SharePoint.”
“Update the item in SharePoint.”
“Create a folder in SharePoint.”
What Flann can work with in SharePoint
SharePoint gives Flann 102 actions across 32 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Items | createdeletelook upupdate | 9 |
| Files | deletedownloadlook upupload | 5 |
| Folders | deletelook uprenamecreate | 4 |
| Drive items | copylook upupdate | 3 |
| Users | look upsearchdelete | 3 |
| Group users | look up | 2 |
| Item attachments | downloadlook up | 2 |
| Recycle bin items | look uprestore | 2 |
Here is what changes when SharePoint goes through Flann instead of its own screens.
| Compare | SharePoint on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about items | Filters and searches you run yourself | 57 look-ups, answered straight away |
| Making changes | Typed in by hand | 45 changes, made from a message |
| SharePoint records | All of them, one screen at a time | 32 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to SharePoint |
YesPartlyNo
Step by step: SharePoint jobs you can hand to Flann
What happens between your message and the result in SharePoint.
Create an item from a voice note
- You message Flann on WhatsApp: “Create an item in SharePoint with these details.”
- Flann runs
Get List Item by IDin SharePoint and shows you what it found. - Flann runs
Create SharePoint List Item by GUIDin SharePoint. - Flann creates it in SharePoint and confirms in the chat.
Clean up files you no longer need
- You message Flann on WhatsApp: “Which files in SharePoint are out of date? Remove the ones I confirm.”
- Flann runs
List Files in Folderin SharePoint and shows you what it found. - Flann runs
Delete SharePoint Filein SharePoint. - Each removal is confirmed in the chat.
Fix a folder without opening SharePoint
- You message Flann on WhatsApp: “Change the folder in SharePoint: here is what is different.”
- Flann runs
Get All SharePoint Foldersin SharePoint and shows you what it found. - Flann runs
Delete SharePoint Folderin SharePoint. - Flann makes the change in SharePoint and confirms in the chat.
The SharePoint jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Pulling up the file a customer needs
Today
A customer asks for last year’s warranty certificate and you are scrolling folders in SharePoint on a small screen. Too many files are called scan, final or copy of final.
With Flann
“Find the warranty certificate for the Patel kitchen job in SharePoint”
Flann searches SharePoint by name, date and the text inside each document, not just the file titles. The match arrives in the chat with a note of where it is filed.
What you stop doing: No more digging through badly named folders while a customer waits.
Filling in the same template again
Today
Quotes, welcome letters and job sheets all start from the same template in SharePoint. You copy it, rename it and retype the details every time, and an old customer’s name sometimes slips through.
With Flann
“Make a welcome pack for Sarah Okafor from the new member template in SharePoint.”
A fresh copy of your template in SharePoint is filled with the name, start date and membership details you gave, and checked for anything left over from the last person. You see the finished document before it is saved.
What you stop doing: Retyping a customer’s details into a copied template is a thing of the past.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to SharePoint
- In Flann, go to Connectors and find SharePoint.
- Sign in to your SharePoint account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the SharePoint action and fills in the details.
Reading from SharePoint is instant. SharePoint stays connected until you remove it in Connectors.
Ways to use SharePoint with Flann
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in SharePoint for you to check.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches SharePoint and brings it into the chat.
Keep things in order
Tell Flann where something belongs.
Everything Flann can do in SharePoint
All 102 SharePoint actions, as Flann sees them.
Looks up 57
- Get SharePoint Root Site
- Get SharePoint Site by Hostname
- Get SharePoint Site by ID
- Get SharePoint Site Page Content
- Get Site Drive Item by Path
- List SharePoint Sites
- List Site Drives
- List Subfolders in Folder
- Search Files Across All Sites
- Validate SharePoint Credentials
- Check Follow Status
- Download File by Server-relative URL
- Download List Item Attachment
- Find SharePoint User
- Get All SharePoint Folders
- Get Content Type
- Get Content Type by ID
- Get Content Types for List
- Get Current SharePoint User
- Get Drive by ID
- Get Drive Item Analytics
- Get Drive Item by ID
- Get Drive Item Changes
- Get Followed Entities
- Get Group Users
- Get Group Users By ID
- Get List Item by ID
- Get List Item Version
- Get My Followers
- Get Role Definitions
and 27 more
Changes 45
- Create SharePoint List Item by GUID
- Update File Item Metadata
- Update SharePoint List
- Update SharePoint List Item
- Update SharePoint Site
- Upload File from URL to SharePoint
- Add Attachment to List Item
- Add Field Link to Content Type
- Add Role Assignment to List Item
- Add Role Assignment to SharePoint List
- Break Role Inheritance on List
- Break Role Inheritance on List Item
- Check In SharePoint File
- Check Out SharePoint File
- Copy Drive Item
- Create Content Type
- Create Drive Item Sharing Link
- Create List Item in Folder
- Create SharePoint Folder
- Create SharePoint List
- Create SharePoint List Field
- Create SharePoint List Item
- Create SharePoint Subsite
- Delete Drive Item Version Content
- Delete Multiple SharePoint List Items
- Delete Recycle Bin Item Permanently
- Delete SharePoint File
- Delete SharePoint Folder
- Delete SharePoint List
- Delete SharePoint List By Title
and 15 more
More Documents apps Flann works with
Google Drive
BoxCommon questions
What can Flann do with items in SharePoint?
Flann can create, delete, look up and update items in SharePoint, using 9 actions (Create SharePoint List Item by GUID, Create List Item in Folder, Delete SharePoint List Item, Delete Multiple SharePoint List Items and more). Looking up runs straight away and changes nothing. The other actions create or change items in SharePoint.
What can Flann do with files in SharePoint?
Flann can delete, download, look up and upload files in SharePoint, using 5 actions (Delete SharePoint File, Download File by Server-relative URL, List Files in Folder, Upload File to Folder and more). Looking up runs straight away and changes nothing. The other actions create or change files in SharePoint.
How does Flann connect to SharePoint?
Open Connectors in Flann, choose SharePoint and sign in to your SharePoint account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 102 actions in SharePoint.
How do I ask Flann to do something in SharePoint?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the SharePoint action that fits and asks if anything is missing.
Which Flann plan do I need for SharePoint?
Any of them. Every Flann plan includes SharePoint and every other app.