Generate official agreement documents from new project entries

When a new record is added in AI-FM, create a document from a template in Microsoft Excel populated with record details.

Try:

See all AI-FM + Microsoft Excel integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

AI-FM Explore AI-FM →

Triggers

New page created

Fires when a new page or doc is created in AI-FM.

Record added

Fires when a new record is added to a database or table in AI-FM.

Doc published

Fires when a doc in AI-FM is published or shared.

Status changed

Fires when a status field changes on a record in AI-FM.

Actions

Create page from template

Starts a new page in AI-FM from a saved template.

Add or update record

Creates or updates a record in AI-FM.

Append text

Adds text to the end of an existing doc in AI-FM.

Move page

Moves a page in AI-FM into a different space.

Microsoft Excel Explore Microsoft Excel →

Triggers

New note created

Fires when a new note or document is created in Microsoft Excel.

Note updated

Fires when an existing note or document changes in Microsoft Excel.

Document sent for signature

Fires when a document in Microsoft Excel is sent out for signature.

Actions

Create a document from a template

Generates a new document in Microsoft Excel from a saved template.

Create or append to a note

Creates a note in Microsoft Excel or adds text to an existing one.

Convert a document to PDF

Converts a file in Microsoft Excel to PDF.

Send a document for signature

Sends a document from Microsoft Excel out for signature.

Track signature requests inside project databases When a contract is sent for signature in Microsoft Excel, add a record in AI-FM to monitor signature progress alongside team tasks. See details

Sync updated notes into team workspace pages When a note is updated in Microsoft Excel, append text to the matching project page in AI-FM so documentation stays current. See details

See all AI-FM + Microsoft Excel integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Generate official agreement documents from new project entries” between AI-FM and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches AI-FM and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can signature tracking in Microsoft Excel update records in AI-FM?

Yes, sending a contract for signature in Microsoft Excel can create or update progress records inside project databases in AI-FM.

How does updating project databases in AI-FM assist document creation in Microsoft Excel?

Adding new project records in AI-FM can create documents from pre-set templates in Microsoft Excel ready for signature.