Convert meeting notes into actionable tasks
When a new note is created in Roam Research, automatically create a task in Sunsama so project team members can follow up.
See all Roam Research + Sunsama 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.
Roam Research Explore Roam Research →
TriggersFires when a new note or document is created in Roam Research.
Fires when an existing note or document changes in Roam Research.
Fires when a document in Roam Research is sent out for signature.
Generates a new document in Roam Research from a saved template.
Creates a note in Roam Research or adds text to an existing one.
Converts a file in Roam Research to PDF.
Sends a document from Roam Research out for signature.
Sunsama Explore Sunsama →
TriggersFires when a new task or card is created in Sunsama.
Fires when a task in Sunsama is marked complete.
Fires when a task's due date in Sunsama is coming up.
Fires when a comment is added to a task in Sunsama.
Creates a new task in Sunsama.
Updates a task's status or assignee in Sunsama.
Posts a comment on a task in Sunsama.
Moves a task in Sunsama to a different board or list.
More Roam Research + Sunsama workflows
Generate project agreements on task creation
When a new task is created in Sunsama, automatically generate a document from a template in Roam Research and send it for signature.
See details
Append completion details to project notes
When a task is completed in Sunsama, automatically append the updates to a running project summary note in Roam Research.
See details
See all Roam Research + Sunsama integrations → · Browse the full workflow library →
Common questions
Can Knit build “Convert meeting notes into actionable tasks” between Roam Research and Sunsama?
Yes — describe it in the box above and Knit's Integrations Agent researches Roam Research and Sunsama'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 Roam Research as soon as a new onboarding task is created in Sunsama.
Can meeting notes automatically generate actionable project tasks?
Yes, creating a new meeting note in Roam Research can automatically create a corresponding task in Sunsama for team members to execute.