Append report summaries to team documents

When a scheduled report is ready in Atlas, append the key findings directly into a document in ApproveThis.

Try:

See all Atlas + ApproveThis integrations or talk to a human

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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.

Atlas Explore Atlas →

Triggers

Report created

Fires when a new report or dashboard is created in Atlas.

Metric threshold crossed

Fires when a tracked metric in Atlas crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in Atlas.

Actions

Refresh dashboard

Creates or refreshes a dashboard in Atlas.

Export report

Exports a report from Atlas.

Send alert

Sends an alert when a metric changes in Atlas.

ApproveThis Explore ApproveThis →

Triggers

New page created

Fires when a new page or doc is created in ApproveThis.

Record added

Fires when a new record is added to a database or table in ApproveThis.

Doc published

Fires when a doc in ApproveThis is published or shared.

Status changed

Fires when a status field changes on a record in ApproveThis.

Actions

Create page from template

Starts a new page in ApproveThis from a saved template.

Add or update record

Creates or updates a record in ApproveThis.

Append text

Adds text to the end of an existing doc in ApproveThis.

Move page

Moves a page in ApproveThis into a different space.

Generate incident logs when thresholds are breached When a metric threshold is crossed in Atlas, automatically create a new page from a template in ApproveThis for team investigation. See details

Refresh analytics dashboards on project publication When a document status changes to published in ApproveThis, refresh the corresponding dashboard in Atlas to display the latest data. See details

See all Atlas + ApproveThis integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Append report summaries to team documents” between Atlas and ApproveThis?

Yes — describe it in the box above and Knit's Integrations Agent researches Atlas and ApproveThis'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.

How does connecting Atlas to ApproveThis improve team reporting?

Instead of manually copying data, metrics and alerts generated in Atlas can automatically populate structured pages and records inside ApproveThis.

Can document changes in ApproveThis refresh data in Atlas?

Yes, completing or publishing strategic planning docs in ApproveThis can prompt dashboard refreshes in Atlas so visual reports reflect current milestones.