Generate project agreements on task creation

When a new task is created in ReleaseNotes, automatically generate a document from a template in LunaNotes and send it for signature.

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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.

LunaNotes Explore LunaNotes →

Triggers

New note created

Fires when a new note or document is created in LunaNotes.

Note updated

Fires when an existing note or document changes in LunaNotes.

Document viewed or shared

Fires when a document in LunaNotes is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in LunaNotes from a saved template.

Create or append to a note

Creates a note in LunaNotes or adds text to an existing one.

Convert a document to PDF

Converts a file in LunaNotes to PDF.

Publish or share a document

Publishes a document from LunaNotes or shares it by link.

ReleaseNotes Explore ReleaseNotes →

Triggers

Checklist completed

Fires when a user completes an onboarding checklist in ReleaseNotes.

Event tracked

Fires when ReleaseNotes tracks a product event for a user.

Feedback received

Fires when a user leaves feedback, a feature request or a survey answer in ReleaseNotes.

Announcement published

Fires when a changelog entry, release note or announcement is published in ReleaseNotes.

Actions

Create or update user

Adds or updates a user and their properties in ReleaseNotes.

Track event

Sends a product event to ReleaseNotes.

Publish a flow

Publishes a checklist, tour or announcement in ReleaseNotes.

Convert meeting notes into actionable tasks When a new note is created in LunaNotes, automatically create a task in ReleaseNotes so project team members can follow up. See details

Append completion details to project notes When a task is completed in ReleaseNotes, automatically append the updates to a running project summary note in LunaNotes. See details

See all LunaNotes + ReleaseNotes integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project agreements on task creation” between LunaNotes and ReleaseNotes?

Yes — describe it in the box above and Knit's Integrations Agent researches LunaNotes and ReleaseNotes'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 notes to project management simplify client onboarding?

You can automatically send contracts for signature in LunaNotes as soon as a new onboarding task is created in ReleaseNotes.

Can meeting notes automatically generate actionable project tasks?

Yes, creating a new meeting note in LunaNotes can automatically create a corresponding task in ReleaseNotes for team members to execute.