Turn published specification docs into project review tasks

As soon as a team member publishes a doc in Microsoft Excel, create a review task in PEP Cloud so project leads can provide sign-off.

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See all PEP Cloud + Microsoft Excel 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.

PEP Cloud Explore PEP Cloud →

Triggers

New task created

Fires when a new task or card is created in PEP Cloud.

Task completed

Fires when a task in PEP Cloud is marked complete.

Due date approaching

Fires when a task's due date in PEP Cloud is coming up.

Comment added

Fires when a comment is added to a task in PEP Cloud.

Actions

Create task

Creates a new task in PEP Cloud.

Update task

Updates a task's status or assignee in PEP Cloud.

Add comment

Posts a comment on a task in PEP Cloud.

Move task

Moves a task in PEP Cloud to a different board or list.

Microsoft Excel Explore Microsoft Excel →

Triggers

New page created

Fires when a new page or doc is created in Microsoft Excel.

Record added

Fires when a new record is added to a database or table in Microsoft Excel.

Doc published

Fires when a doc in Microsoft Excel is published or shared.

Status changed

Fires when a status field changes on a record in Microsoft Excel.

Actions

Create page from template

Starts a new page in Microsoft Excel from a saved template.

Add or update record

Creates or updates a record in Microsoft Excel.

Append text

Adds text to the end of an existing doc in Microsoft Excel.

Move page

Moves a page in Microsoft Excel into a different space.

Create project brief templates when new tasks launch When a major initiative task is created in PEP Cloud, automatically build a project specification document from a template in Microsoft Excel. See details

Log completed project milestones into team documentation When a milestone task is completed in PEP Cloud, update the project status record in Microsoft Excel to reflect the latest progress. See details

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

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FAQ

Common questions

Can Knit build “Turn published specification docs into project review tasks” between PEP Cloud and Microsoft Excel?

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

What's the most common Productivity & Docs + Project Management automation?

Creating a linked doc or page in Microsoft Excel whenever a new task is created in PEP Cloud, or creating a follow-up task in PEP Cloud when a doc in Microsoft Excel is marked ready.

Can this link back and forth, not just one direction?

Yes — the Agent can keep a two-way reference between the Microsoft Excel doc and the PEP Cloud task so either side links straight to the other.