Post scheduled analytics summaries directly into project task comments

When a scheduled report is ready in Dovetail, automatically attach or post a comment with performance notes to ongoing initiative tasks in ProductPlan.

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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.

Dovetail Explore Dovetail →

Triggers

Report created

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

Metric threshold crossed

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

Scheduled report ready

Fires when a scheduled report finishes generating in Dovetail.

Actions

Refresh dashboard

Creates or refreshes a dashboard in Dovetail.

Export report

Exports a report from Dovetail.

Send alert

Sends an alert when a metric changes in Dovetail.

ProductPlan Explore ProductPlan →

Triggers

New task created

Fires when a new task, job or item is created in ProductPlan.

Task completed

Fires when a task in ProductPlan is marked complete.

Due date approaching

Fires when a task's due date in ProductPlan is coming up.

Status changed

Fires when a task, job or project changes status in ProductPlan.

Actions

Create task

Creates a new task, job or item in ProductPlan.

Update task

Updates a task's status or assignee in ProductPlan.

Add comment

Posts a comment on a task in ProductPlan.

Assign task

Assigns a task in ProductPlan to a team member.

Create task assignments when key metrics cross critical thresholds When performance metrics drop or spike beyond a threshold in Dovetail, automatically create an urgent task in ProductPlan for team investigation. See details

Refresh analytics dashboards when major project milestones complete When a critical task or milestone is marked completed in ProductPlan, automatically send a request to refresh reporting dashboards in Dovetail. See details

See all Dovetail + ProductPlan integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Post scheduled analytics summaries directly into project task comments” between Dovetail and ProductPlan?

Yes — describe it in the box above and Knit's Integrations Agent researches Dovetail and ProductPlan'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 an alert from an analytics dashboard automatically create a task for my team?

Yes, when a key business metric crosses a specified threshold in Dovetail, a task is automatically generated in ProductPlan for immediate team review.

How do project status updates affect analytics reports?

Task completions or status changes in ProductPlan can prompt a dashboard refresh in Dovetail so reporting always reflects real-time operational progress.