Save conversation summaries as project documentation
When a customer chat is handed off in Perplexity, automatically generate a summary and create a document page in Lunatask for internal review.
See all Lunatask + Perplexity integrations or talk to a human
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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.
Lunatask Explore Lunatask →
TriggersFires when a new page or doc is created in Lunatask.
Fires when a new record is added to a database or table in Lunatask.
Fires when a doc in Lunatask is published or shared.
Fires when a status field changes on a record in Lunatask.
Starts a new page in Lunatask from a saved template.
Creates or updates a record in Lunatask.
Adds text to the end of an existing doc in Lunatask.
Moves a page in Lunatask into a different space.
Perplexity Explore Perplexity →
TriggersFires when a new chat or conversation begins in Perplexity.
Fires when Perplexity captures a lead during a conversation.
Fires when Perplexity escalates a conversation to a human.
Sends a message to a user through Perplexity.
Asks Perplexity a question against its knowledge base and returns the answer.
Uses Perplexity to summarize a chat transcript.
Opens a support ticket from an Perplexity conversation.
More Lunatask + Perplexity workflows
Log chatbot leads directly into document databases
When a new lead is captured in chat by Perplexity, automatically add a new record in Lunatask so sales representatives can follow up.
See details
Send chatbot follow-up messages when document statuses change
When a record status changes in Lunatask, automatically send a follow-up chat message through Perplexity to notify the user.
See details
See all Lunatask + Perplexity integrations → · Browse the full workflow library →
Common questions
Can Knit build “Save conversation summaries as project documentation” between Lunatask and Perplexity?
Yes — describe it in the box above and Knit's Integrations Agent researches Lunatask and Perplexity'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 Perplexity pass chat data into Lunatask?
Whenever a lead is captured or a chat ends in Perplexity, conversation summaries and contact details are automatically added as new records or pages in Lunatask.
Can documentation changes in Lunatask prompt automated responses in Perplexity?
Yes, when new records or pages are added in Lunatask, Perplexity can use that context to generate answers or send chat messages to users automatically.