Generate project agreements on task creation
When a new task is created in Sunsama, automatically generate a document from a template in Letterly 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.
Sunsama Explore Sunsama →
TriggersFires when a new task, job or item 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 task, job or project changes status in Sunsama.
Creates a new task, job or item in Sunsama.
Updates a task's status or assignee in Sunsama.
Posts a comment on a task in Sunsama.
Assigns a task in Sunsama to a team member.
Letterly Explore Letterly →
TriggersFires when a new note or document is created in Letterly.
Fires when an existing note or document changes in Letterly.
Fires when a document in Letterly is viewed or shared with someone.
Generates a new document in Letterly from a saved template.
Creates a note in Letterly or adds text to an existing one.
Converts a file in Letterly to PDF.
Publishes a document from Letterly or shares it by link.
More Sunsama + Letterly workflows
Convert meeting notes into actionable tasks
When a new note is created in Letterly, automatically create a task in Sunsama so project team members can follow up.
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 Letterly.
See details
See all Sunsama + Letterly integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate project agreements on task creation” between Sunsama and Letterly?
Yes — describe it in the box above and Knit's Integrations Agent researches Sunsama and Letterly'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 Letterly 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 Letterly can automatically create a corresponding task in Sunsama for team members to execute.