What to Ask Leina to Do with Faktoora
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Find selected projects and apply supplied changes to their plans.
Find Faktoora projects matching [customer or status criteria]. Inspect project [project ID] and update [specified fields and values]. Summarize the resulting project details, keeping estimates and currency clear.
Inspect an empty project and attach the document you specify.
Inspect Faktoora project [project ID]. If it has no attached document, attach existing document [document ID] of type [type] and report the link result. If a document is already attached, show that information before any replacement decision.
Get Started with Faktoora
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Connect Your Account
Connect with a Faktoora API key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Faktoora Capabilities
Search, create and partially update projects, then attach or detach an existing document. AI can summarize project records or write the names, estimates and customer references you provide.
- Project records
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Find and manage project plans, estimates and customer references.
- List Projects
- Get Project
- Project document links
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Attach an existing document to an empty project or detach a link.
- Attach Project Document
- Detach Project Document
View All 7 Actions
- List Projects
- Create Project
- Get Project
- Update Project
- Delete Project
- Attach Project Document
- Detach Project Document
Frequently Asked Questions
Can I update selected project details?
Yes. Project updates are partial; specify the project ID and the fields you intend to change.
What is needed to attach a document?
Provide the project ID, existing document ID and document type. The target project must not already have an attached document.
Does deleting a project delete its document?
Project deletion permanently removes the project but does not delete its attached document. Detaching only removes the association.
Your AI employee for Faktoora
Tell Leina what you need in your team chat. Include the source, destination, and expected result.