Generate document templates when new files are uploaded
When a new file is uploaded to OneDrive, automatically create a document from a template in FYI to kick off review procedures.
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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.
OneDrive Explore OneDrive →
TriggersFires when a new file is uploaded to OneDrive.
Fires when a file in OneDrive is shared with someone new.
Fires when a folder's contents change in OneDrive.
Uploads a file to OneDrive.
Creates a new folder in OneDrive.
Shares a file from OneDrive with a link or user.
More FYI + OneDrive workflows
Back up newly signed documents to cloud storage
When a document is sent for signature in FYI, convert it to a PDF and automatically upload the file to OneDrive.
See details
Organize note archives into specific storage folders
When a new note is created in FYI, automatically create a corresponding folder in OneDrive to store supporting project attachments.
See details
See all FYI + OneDrive integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate document templates when new files are uploaded” between FYI and OneDrive?
Yes — describe it in the box above and Knit's Integrations Agent researches FYI and OneDrive'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 do document signing workflows work with file storage?
When a document is sent for signature in FYI, a copy or converted file can automatically be uploaded into a dedicated folder in OneDrive.
Can uploading a file create notes or documents automatically?
Yes, whenever a new file is uploaded to OneDrive, you can automatically generate a document from a template or create a corresponding note in FYI.