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Connecting WhatsApp to your Briefmatic account

Here's how to connect your WhatsApp account to Briefmatic so you can turn messages and voice memo's into tasks in Briefmatic.

Robert Mark avatar
Written by Robert Mark
Updated this week

Why should you connect your WhatsApp account to Briefmatic?

Briefmatic is all about helping you view and manage all your tasks from all your apps all in one place. Often we think of things we need to do when we are not in front of our key board and being able to turn messages and voice memos into tasks in Briefmatic allows users to get those items out of their head and into their to do list so they can manage the task later.

Once connected, simply send a message or memo to @Briefmatic and we'll turn that into a task on your "To Do" list in Briefmatic. From there you can view, prioritise and managed these tasks against all your other work.

How to connect WhatsApp to your Briefmatic account

To connect your WhatsApp account to your Briefmatic account follow these steps;

  1. Go to the Connections tab, click on the “Connect” button on the WhatsApp card and follow the prompts to complete the authorisation and connection process.

  2. Once the connection is enabled you will receive a WhatsApp message to confirm the successful connection.

  3. Then simply send a message or voice memo to @Briefmatic and we'll turn that message into a task on your todo list.

How does the WhatsApp and Briefmatic connection work?

Action In Briefmatic

Result

Any action in Briefmatic

The connection between WhatsApp and Briefmatic is only one way so once a WhatsApp message has been turned into a task in Briefmatic, no actions taken with Briefmatic will sync back to your WhatsApp profile.

Disconnecting WhatsApp from Briefmatic

To remove the WhatsApp connection, go to the Connections tab, click on the WhatsApp card and follow the prompts to remove the connection and delete the relevant tasks. This will mean messages sent to @Briefmatic will no longer be processed or turned into tasks in Briefmatic.


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