Integrations / Productivity
Suitedash on WhatsApp: manage contacts and companies with an AI agent
Flann turns Suitedash into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Suitedash for you. Suitedash keeps track of the work. Flann lets you add to it, check it and update it from WhatsApp.
8 actions in Suitedash. 6 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 Suitedash
You do not need the exact wording. These are the kinds of messages Flann turns into Suitedash actions.
“Show me my contacts in Suitedash.”
“Look up the company in Suitedash.”
“Show me my companies in Suitedash.”
“Create a contact in Suitedash.”
“Create a company in Suitedash.”
What Flann can work with in Suitedash
Suitedash gives Flann 8 actions across 2 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Companies | createlook up | 3 |
| Contacts | createlook up | 3 |
Side by side, the two ways of working in Suitedash:
| Compare | In Suitedash yourselfYou click through each job | Flann on SuitedashYou 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 contacts | By hand, screen by screen | 6 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 2 changes, made from a message |
| Set-up | Nothing new to set up | Your Suitedash API key, once |
YesPartlyNo
Step by step: Suitedash jobs you can hand to Flann
How a request turns into real Suitedash actions, one step at a time.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Suitedash with these details.”
- Flann runs
List Contactsin Suitedash and shows you what it found. - Flann runs
Create Contactin Suitedash. - Flann creates it in Suitedash and confirms in the chat.
Get answers about your companies
- You message Flann on WhatsApp: “What is the latest on our companies in Suitedash?”
- Flann runs
List CompaniesandGet Companyin Suitedash and shows you what it found. - Nothing in Suitedash is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Suitedash
Small jobs, repeated often, are where the time goes. Here is how they change once Suitedash 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 Suitedash, some have gone.
With Flann
“Put everything from this voice note into Suitedash 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 Suitedash. You see the list as one card.
What you stop doing: Remembering jobs until you get to a screen is no longer required.
Capturing actions from a team meeting
Today
After a team meeting, actions get agreed but nobody writes them into Suitedash. A week later, everyone remembers the meeting differently.
With Flann
“Here are the notes from this morning’s meeting. Create the actions in Suitedash with owners.”
Reading your notes, Flann picks out each decision and action, names who owns it and suggests a due date.
What you stop doing: Being the one who types up actions after every meeting is behind you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Suitedash
- In Flann, go to Connectors and find Suitedash.
- Paste your Suitedash API key into the secure form Flann opens. You will find the key in your Suitedash account settings.
- From then on, message Flann on WhatsApp. It works in Suitedash whenever a request needs it.
Of the 8 Suitedash actions, 6 only read. The other 2 create, update, send or delete. Disconnect Suitedash in Connectors whenever you like.
Ways to use Suitedash with Flann
Close things off
Tell Flann a job is done. It prepares the update in Suitedash so the list stays honest.
What is due today
Ask Flann what is overdue or due today. It reads Suitedash and sends you the list.
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in Suitedash and asks you to confirm.
Everything Flann can do in Suitedash
Every Suitedash action Flann can run, split into what it reads and what it changes.
Looks up 6
- Get Company
- Get Contact by UID or Email
- List Companies
- List Contacts
- Get Company Meta Attributes
- Get Contact Meta Attributes
Changes 2
- Create Company
- Create Contact
More Productivity apps Flann works with
Common questions
What can Flann do with companies in Suitedash?
Flann can create and look up companies in Suitedash, using 3 actions (Create Company, Get Company, List Companies). Looking up runs straight away and changes nothing. The other actions create or change companies in Suitedash.
What can Flann do with contacts in Suitedash?
Flann can create and look up contacts in Suitedash, using 3 actions (Create Contact, Get Contact by UID or Email, List Contacts). Looking up runs straight away and changes nothing. The other actions create or change contacts in Suitedash.
How does Flann connect to Suitedash?
Open Connectors in Flann, choose Suitedash and paste your Suitedash API key into a secure form. You will find the key in your Suitedash account settings. Once it is connected, Flann can use 8 actions in Suitedash.
Do I need to open Suitedash to use it with Flann?
No. Once Suitedash is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Suitedash.
Which Flann plan do I need for Suitedash?
Any of them. Every Flann plan includes Suitedash and every other app.