Integrations / Signatures
Connect Signaturely to WhatsApp: folders and documents by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Signaturely once, then ask Flann to look things up in it or get work done in it, by text or voice note. Your price list, your stock sheet and your signed agreements probably all sit in Signaturely. With Flann connected, a voice note can add a row, update a price or pull a total from them. Look-ups happen straight away.
9 actions in Signaturely. 7 only look things up, and 2 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Signaturely
Send any of these on WhatsApp, in your own words. Flann finds the right Signaturely action and fills in the details from the conversation.
“Look up the folder in Signaturely.”
“Show me my documents in Signaturely.”
“Show me my team members in Signaturely.”
“Create a folder in Signaturely.”
What Flann can work with in Signaturely
Signaturely gives Flann 9 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Folders | createlook uprename | 4 |
| Documents | look up | 2 |
There are three ways to get folders work done in Signaturely. Side by side:
| Compare | Signaturely on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about folders | Filters and searches you run yourself | Only the look-ups someone built | 7 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 2 changes, made from a message |
| Signaturely records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Signaturely API key, once |
YesPartlyNo
Step by step: Signaturely jobs you can hand to Flann
Each step below names the Signaturely action Flann actually runs.
Create a folder from a voice note
- You message Flann on WhatsApp: “Create a folder in Signaturely with these details.”
- Flann runs
List Foldersin Signaturely and shows you what it found. - Flann runs
Create Folderin Signaturely. - Flann creates it in Signaturely and confirms in the chat.
Get answers about your documents
- You message Flann on WhatsApp: “What is the latest on our documents in Signaturely?”
- Flann runs
List DocumentsandGet Recent Documentin Signaturely and shows you what it found. - Nothing in Signaturely is changed: these are look-ups, so they run straight away.
Check your members from WhatsApp
- You message Flann on WhatsApp: “Show me where our members in Signaturely stand.”
- Flann runs
List Team Membersin Signaturely and shows you what it found. - Nothing in Signaturely is changed: these are look-ups, so they run straight away.
Repetitive Signaturely 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.
Pulling up the file a customer needs
Today
A customer asks for last year’s warranty certificate and you are scrolling folders in Signaturely 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 Signaturely”
Flann searches Signaturely 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.
Turning supplier invoices into a list
Today
Paper and PDF invoices arrive all week. Someone has to copy the supplier, date, amount and due date into Signaturely before anything can be paid.
With Flann
“Read this week’s supplier invoices in Signaturely and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through Signaturely and comes back as supplier, number, amount and due date. You get one tidy list in the chat, sorted by what is due first.
What you stop doing: Copying invoice details into a spreadsheet one by one is something you leave behind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Signaturely
- Search for Signaturely in Flann’s Connectors.
- Paste your Signaturely API key into the secure form Flann opens. You will find the key in your Signaturely account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Signaturely action itself.
Look-ups run as soon as you ask and change nothing in Signaturely. You can disconnect Signaturely from Connectors at any time.
Ways to use Signaturely with Flann
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Signaturely so you can send it on.
Summarise before you read
Ask what a long document says. Flann reads it in Signaturely and gives you the points that matter.
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Signaturely for you to check.
Everything Flann can do in Signaturely
The full list of Signaturely actions available to Flann once you connect it.
Looks up 7
- Get Current User
- Get Folder
- Get Recent Document
- List Documents
- List Folders
- List Team Members
- Search Templates or Documents
Changes 2
- Create Folder
- Rename Folder
More Signatures apps Flann works with
IgnisignCommon questions
What can Flann do with folders in Signaturely?
Flann can create, look up and rename folders in Signaturely, using 4 actions (Create Folder, Get Folder, List Folders, Rename Folder). Looking up runs straight away and changes nothing. The other actions create or change folders in Signaturely.
What can Flann do with documents in Signaturely?
Flann can look up documents in Signaturely, using 2 actions (Get Recent Document, List Documents). All of them only look things up, so they run straight away.
How does Flann connect to Signaturely?
Open Connectors in Flann, choose Signaturely and paste your Signaturely API key into a secure form. You will find the key in your Signaturely account settings. Once it is connected, Flann can use 9 actions in Signaturely.
Can I use Signaturely from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Signaturely for you. You do not need to open Signaturely.
Is Signaturely included in my Flann plan?
Yes. Every Flann plan includes every app, Signaturely included.