Classify contract details before sending for signature

When a document is prepared in Roam Research, run its contents through Claude to extract metadata before automatically dispatching the file 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.

Roam Research Explore Roam Research →

Triggers

New note created

Fires when a new note or document is created in Roam Research.

Note updated

Fires when an existing note or document changes in Roam Research.

Document sent for signature

Fires when a document in Roam Research is sent out for signature.

Actions

Create a document from a template

Generates a new document in Roam Research from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in Roam Research to PDF.

Send a document for signature

Sends a document from Roam Research out for signature.

Claude Explore Claude →

Triggers

New completion generated

Fires when Claude generates a response to a prompt.

Model run failed

Fires when a request to Claude errors or times out.

Fine-tune job completed

Fires when a fine-tuning job in Claude finishes.

Actions

Generate a completion

Sends a prompt to Claude and returns the model's response.

Summarize text

Uses Claude to summarize a block of text.

Classify or extract data

Uses Claude to classify or extract structured data from text.

Generate executive summaries for new meeting notes When a new note is added in Roam Research, automatically send the text to Claude to distill key insights and append the summary back onto the note. See details

Draft formal client agreements using AI text generation When a new text completion is generated in Claude, automatically create a formatted document from a template in Roam Research containing the generated text. See details

See all Roam Research + Claude integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Classify contract details before sending for signature” between Roam Research and Claude?

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

Can I automatically summarize lengthy meeting notes?

Yes, whenever a detailed note is created or updated in Roam Research, Claude can process the text and insert an executive summary back into the document.

How can AI draft complete documents from brief outlines?

When a prompt or summary completion is generated in Claude, the output can be automatically formatted into a new document template in Roam Research.