Integrations / Scheduling & Booking
Connect Tidy to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Tidy once, then ask Flann to look things up in it or get work done in it, by text or voice note. Connecting Tidy puts your diary inside WhatsApp. Ask what is booked, where the gaps are or who is coming in next, and Flann reads Tidy and answers in the chat while you carry on with the person in front of you.
10 actions in Tidy. 6 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Tidy
Send any of these on WhatsApp, in your own words. Flann finds the right Tidy action and fills in the details from the conversation.
“Show me my To-Do lists in Tidy.”
“Look up the address in Tidy.”
“Show me my addresses in Tidy.”
“Create an address in Tidy.”
“Create a pro in Tidy.”
What Flann can work with in Tidy
Tidy gives Flann 10 actions across 4 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Addresses | createdeletelook upupdate | 5 |
There are three ways to get routine work done in Tidy. Side by side:
| Compare | Tidy 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 | Filters and searches you run yourself | Only the look-ups someone built | 6 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 4 changes, made from a message |
| Tidy records | All of them, one screen at a time | Only the ones you wire up | 4 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Tidy API key, once |
YesPartlyNo
Step by step: Tidy jobs you can hand to Flann
Each step below names the Tidy action Flann actually runs.
Create an address from a voice note
- You message Flann on WhatsApp: “Create an address in Tidy with these details.”
- Flann runs
List All Addressesin Tidy and shows you what it found. - Flann runs
Create Addressin Tidy. - Flann creates it in Tidy and confirms in the chat.
Get answers about your To-Do lists
- You message Flann on WhatsApp: “What is the latest on our To-Do lists in Tidy?”
- Flann runs
List To-Do Listsin Tidy and shows you what it found. - Nothing in Tidy is changed: these are look-ups, so they run straight away.
Check your guest reservations from WhatsApp
- You message Flann on WhatsApp: “Show me where our guest reservations in Tidy stand.”
- Flann runs
List Guest Reservationsin Tidy and shows you what it found. - Nothing in Tidy is changed: these are look-ups, so they run straight away.
Repetitive Tidy 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.
Following up after a webinar
Today
After an event you export registrants from Tidy, compare them with who attended and write separate follow-ups by hand.
With Flann
“Send the replay to everyone who registered for yesterday's session but missed it”
Flann pulls the registration and attendance lists from Tidy, separates the people who missed it from those who came, and drafts a replay message for the first group with the link already in place. You see the list and the wording.
What you stop doing: Cross-checking lists to work out who gets which message is no longer on you.
Blocking time before someone books it
Today
When a supplier visit or a school run comes up, you have to remember to block it in Tidy. Forget, and a customer books straight into it.
With Flann
“Close the diary Friday afternoon, I have a supplier coming in”
Before touching anything, Flann checks Friday afternoon in Tidy and tells you if a customer is already booked in. Then it prepares the block.
What you stop doing: Double bookings caused by forgetting to block time get much rarer.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Tidy
- Search for Tidy in Flann’s Connectors.
- Paste your Tidy API key into the secure form Flann opens. You will find the key in your Tidy account settings.
- From then on, message Flann on WhatsApp. It works in Tidy whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Tidy. You can disconnect Tidy from Connectors at any time.
Ways to use Tidy with Flann
Move things without the back-and-forth
Tell Flann to push a meeting to Thursday.
Fill the gaps
Ask where you have free time this week. Flann checks Tidy so you know what to offer.
Book while you talk
On the phone with a customer? Message Flann the time. It prepares the booking in Tidy for you to confirm.
Everything Flann can do in Tidy
The full list of Tidy actions available to Flann once you connect it.
Looks up 6
- List All Addresses
- List All Jobs
- List Available Booking Time Slots
- List Guest Reservations
- List To-Do Lists
- Retrieve Address
Changes 4
- Create Address
- Delete Address
- Update Address
- Create Pro
More Scheduling & Booking apps Flann works with
Ticketmaster
WebexCommon questions
What can Flann do with addresses in Tidy?
Flann can create, delete, look up and update addresses in Tidy, using 5 actions (Create Address, Delete Address, List All Addresses, Retrieve Address and more). Looking up runs straight away and changes nothing. The other actions create or change addresses in Tidy.
How does Flann connect to Tidy?
Open Connectors in Flann, choose Tidy and paste your Tidy API key into a secure form. You will find the key in your Tidy account settings. Once it is connected, Flann can use 10 actions in Tidy.
Can I use Tidy from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Tidy for you. You do not need to open Tidy.
Is Tidy included in my Flann plan?
Yes. Every Flann plan includes every app, Tidy included.