Generate standardized documents from notes
When a project brief note is updated in FYI, use a template in GoProposal to generate a formatted master document automatically.
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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.
FYI Explore FYI →
TriggersFires when a new note or document is created in FYI.
Fires when an existing note or document changes in FYI.
Fires when a document in FYI is viewed or shared with someone.
Generates a new document in FYI from a saved template.
Creates a note in FYI or adds text to an existing one.
Converts a file in FYI to PDF.
Publishes a document from FYI or shares it by link.
GoProposal Explore GoProposal →
TriggersFires when a new note or document is created in GoProposal.
Fires when an existing note or document changes in GoProposal.
Fires when a document in GoProposal is viewed or shared with someone.
Generates a new document in GoProposal from a saved template.
Creates a note in GoProposal or adds text to an existing one.
Converts a file in GoProposal to PDF.
Publishes a document from GoProposal or shares it by link.
More FYI + GoProposal workflows
Sync new notes across documentation platforms
When a new meeting note is written in FYI, create a mirror copy in GoProposal so all team members have access in their preferred tool.
See details
Archive PDF copies of contracts sent for signature
Whenever an agreement is sent out for signature in GoProposal, convert the document to PDF and store it inside FYI.
See details
See all FYI + GoProposal integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate standardized documents from notes” between FYI and GoProposal?
Yes — describe it in the box above and Knit's Integrations Agent researches FYI and GoProposal'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.
Why connect FYI to another documentation app like GoProposal?
Linking FYI and GoProposal ensures that notes, document templates, and signature statuses remain unified across teams using different note-taking software.
Can updates made in FYI automatically create files in GoProposal?
Yes, whenever a note or document is created or updated in FYI, a formatted template or document can be generated in GoProposal automatically.