Integrations / Email
Connect TrueList to WhatsApp with an AI agent
Flann connects TrueList to the WhatsApp chat you already run your business from. You ask, and Flann picks the right TrueList action. Few owners have time to sit with an inbox. Flann turns TrueList into something you check in a sentence.
8 actions in TrueList. 5 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in TrueList
Type it or say it in a voice note. Flann works out which TrueList action you mean.
“Look up the account in TrueList.”
“Show me my batches in TrueList.”
“Look up the validation history in TrueList.”
Step by step: TrueList jobs you can hand to Flann
What happens between your message and the result in TrueList.
Get answers about your accounts
- You message Flann on WhatsApp: “What is the latest on our accounts in TrueList?”
- Flann runs
Get Accountin TrueList and shows you what it found. - Nothing in TrueList is changed: these are look-ups, so they run straight away.
Check your batches from WhatsApp
- You message Flann on WhatsApp: “Show me where our batches in TrueList stand.”
- Flann runs
List Batchesin TrueList and shows you what it found. - Nothing in TrueList is changed: these are look-ups, so they run straight away.
Get answers about your validation histories
- You message Flann on WhatsApp: “What is the latest on our validation histories in TrueList?”
- Flann runs
List Validation Historyin TrueList and shows you what it found. - Nothing in TrueList is changed: these are look-ups, so they run straight away.
The TrueList jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Comparing supplier quotes
Today
Quotes from suppliers arrive in different threads, formats and attachments in TrueList. Comparing them means opening each one and copying figures into a note.
With Flann
“Find the last quotes from our three packaging suppliers in TrueList and compare them.”
It searches TrueList, opens the quotes including PDF attachments and lays out price, minimum order and delivery terms side by side in the chat. No changes, just answers.
What you stop doing: Supplier comparisons stop needing a spreadsheet of their own.
Friday sweep of open threads
Today
By the end of the week, customer threads in TrueList are half answered, waiting on you or waiting on them. Nobody has the full picture.
With Flann
“What customer emails in TrueList are still open going into the weekend?”
Going through the week’s threads in TrueList, Flann groups them into waiting on you, waiting on the customer and resolved, with one line on each. It is a read, so nothing changes.
What you stop doing: The weekend starts without a nagging feeling about the inbox.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to TrueList
- In Flann, go to Connectors and find TrueList.
- Paste your TrueList API key into the secure form Flann opens. You will find the key in your TrueList account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the TrueList action and fills in the details.
Reading from TrueList is instant. TrueList stays connected until you remove it in Connectors.
Ways to use TrueList with Flann
Find that one message
Ask for the supplier’s last quote or a booking confirmation. Flann searches TrueList and brings it into the chat.
Reply without opening the laptop
Tell Flann what to say.
Draft, do not type
Send a voice note with the gist. Flann turns it into a clean email in TrueList for you to check.
Here is what changes when TrueList goes through Flann instead of its own screens.
| Compare | Opening TrueListLog in, find it, do it | TrueList through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | 5 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 3 changes, made from a message |
| TrueList records | All of them, one screen at a time | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Your TrueList API key, once |
YesPartlyNo
Everything Flann can do in TrueList
All 8 TrueList actions, as Flann sees them.
Looks up 5
- Estimate Batch
- Get Account
- Get Batch
- List Batches
- List Validation History
Changes 3
- Create Batch
- Delete Batch
- Validate Email
More Email apps Flann works with
Common questions
How does Flann connect to TrueList?
Open Connectors in Flann, choose TrueList and paste your TrueList API key into a secure form. You will find the key in your TrueList account settings. Once it is connected, Flann can use 8 actions in TrueList.
How do I ask Flann to do something in TrueList?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the TrueList action that fits and asks if anything is missing.
Which Flann plan do I need for TrueList?
Any of them. Every Flann plan includes TrueList and every other app.