Document abandoned carts for personalized outreach

When a shopper leaves items behind in Katana, append the cart details to a note in Microsoft Excel so sales teams can follow up directly.

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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.

Katana Explore Katana →

Triggers

New or updated item

Fires when an inventory item or product changes in Katana.

New sales order

Fires when a sales order is created or fulfilled in Katana.

New purchase order

Fires when a purchase order is created in Katana.

Actions

Create sales order

Creates a sales order in Katana.

Create inventory item

Adds a new inventory item in Katana.

Create customer

Adds a new customer in Katana.

Microsoft Excel Explore Microsoft Excel →

Triggers

New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions

Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Send affiliate agreements automatically upon approval When a new affiliate is approved in Katana, instantly dispatch a tax or partnership document for signature through Microsoft Excel. See details

Update store records when legal documents are dispatched As soon as a contract is sent out via Microsoft Excel, make a custom API request to Katana to update the partner's onboarding status. See details

See all Katana + Microsoft Excel integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Document abandoned carts for personalized outreach” between Katana and Microsoft Excel?

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

Why pair Microsoft Excel with an e-commerce platform like Katana?

This pairing allows store owners to automatically send agreements for signature or record customer notes whenever key shop events like affiliate approvals happen.

Is it possible to notify Katana when a document is sent in Microsoft Excel?

Yes, when a document is dispatched for signature in Microsoft Excel, a custom API call can be made to update partner status in Katana.