— Automations —

Wire up the work, once.

Automations turn one prompt into a chained workflow that runs on a schedule, an event, or an inbound message — across every tool you use.

15 pre-built automations6 categories4 trigger types

— anatomy of an automation —

What is a pipeline?

A pipeline is a chain of steps wrapped around a trigger. KnitStack reads, decides, and writes — across systems — without you switching tools.

  1. — trigger —

    Trigger

    schedule · event · inbox

  2. — step 01 —

    Pull the data

    From your stack

  3. — step 02 —

    Decide with AI

    Knitstack AI

  4. — step 03 —

    Write back

    Slack · Gmail · Docs · ERP

  5. — output —

    Output

    Slack post · Gmail draft · Doc · Sheet · DB write

— pipelines in motion —

Three real flows. Live in production.

The same shape as the anatomy above — but wired into actual stacks. Each pulls from real systems, decides with AI, and writes back to where the work lands.

for Finance— shipped with the finance persona
Alert

Invoice Aging Alert

trigger · Daily 8:00 AM

Checks QuickBooks for overdue invoices each morning, scores them by aging severity, and sends a daily summary to Slack and the AR team's inbox.

QuickBooks

QuickBooks

Pull overdue AR by bucket

K

Knitstack AI

Score by aging + customer risk

Slack

Slack

Post summary to #finance-ops

Gmail

Gmail

Email AR team with action list

tags:quickbooksaralertdaily
for Marketing— shipped with the marketing persona
Digest

Daily Campaign Digest

trigger · Daily 7:00 AM

Every morning: pulls yesterday's Meta + Google Ads + GA4 numbers, writes a one-paragraph growth narrative, and posts to Slack with the full table linked.

Meta Ads

Meta Ads

Pull Meta Ads metrics

Google Ads

Google Ads

Pull Google Ads metrics

GA4

GA4

Pull GA4 conversions

K

Knitstack AI

Merge + write narrative

Slack

Slack

Post to #growth

tags:ga4metagoogleadsdigestdaily
for Operations— shipped with the operations persona
Alert

Low Inventory Alert

trigger · Inventory event · continuous

Continuously watches Shopify + ERP stock. When projected days-of-cover drops below threshold, KnitStack drafts a reorder PO and pings the channel.

Shopify

Shopify

Watch Shopify stock levels

NS

NetSuite

Cross-check ERP on-hand

K

Knitstack AI

Forecast 14-day stockout risk

Slack

Slack

Alert #ops-supply with PO draft

tags:shopifyerpalertinventory

Want yours wired up? Join the waitlist →

— six ways KnitStack runs your work —

Every automation, a category.

📊

Report

Daily, weekly or monthly digests assembled from multiple systems and emailed to the right person.

e.g. Monthly P&L Report

3 live
🔔

Alert

Threshold or anomaly checks. Ping Slack or email when something needs attention.

e.g. Invoice Aging Alert

6 live
📰

Digest

Multi-source summaries written by AI and delivered as a one-pager.

e.g. Daily Campaign Digest

2 live
✉️

Email Automation

Watch an inbox, react with AI, write back into ERP or Bill.com.

e.g. Vendor Payment Reminder

3 live
📡

Monitoring

Periodic queries that diff against last snapshot and alert on change.

e.g. Dashboard Anomaly Monitor

1 live
🔄

Data Sync

Keep two systems in step — invoices, contacts, products, inventory.

Coming soon

roadmap

— the catalog —

15 automations, ready to fork.

Each one is a real, live KnitStack pipeline. Use as-is, or remix into your own.

  • Invoice Aging Alert

    Alert

    Checks QuickBooks for overdue invoices each morning, scores them by aging severity, and sends a daily summary to Slack and the AR team's inbox.

    QuickBooksKSlackGmail
    quickbooksaralert→ Finance

  • Monthly P&L Report

    Report

    First of every month: pulls QuickBooks P&L, drafts a narrative in Google Docs, embeds the live Sheet, and emails leadership.

    QuickBooksGoogle SheetsKGoogle DocsGmail
    quickbooksp&lmonthly→ Finance

  • Vendor Payment Reminder

    Email Automation

    Bill.com flags a bill 30+ days past due — KnitStack writes a tone-matched follow-up using prior thread history and queues it for one-click send.

    B.GmailK
    billdotcomarautomation→ Finance

  • Daily Campaign Digest

    Digest

    Every morning: pulls yesterday's Meta + Google Ads + GA4 numbers, writes a one-paragraph growth narrative, and posts to Slack with the full table linked.

    Meta AdsGoogle AdsGA4KSlack
    ga4metagoogleads→ Marketing

  • Monday Growth Report

    Report

    Sunday night: stitches HubSpot + GA4 + Stripe into a slide-ready Google Doc with talking points, ready in your inbox by 7 AM Monday.

    HubSpotGA4StripeKGoogle Docs
    hubspotga4stripe→ Marketing

  • Lead-to-Deal Tracker

    Alert

    When a HubSpot lead from a tracked campaign converts in Salesforce, KnitStack pings the channel with the attribution chain.

    SalesforceHubSpotKSlack
    hubspotsalesforcealert→ Marketing

  • Low Inventory Alert

    Alert

    Continuously watches Shopify + ERP stock. When projected days-of-cover drops below threshold, KnitStack drafts a reorder PO and pings the channel.

    ShopifyNSKSlack
    shopifyerpalert→ Operations

  • Daily Sales Digest

    Digest

    Every morning: pulls yesterday's Shopify + ERP numbers across all stores, merges, and emails the operations team a one-pager.

    ShopifyNSKGoogle SheetsGmail
    shopifyerpdigest→ Operations

  • High-Value Order Watcher

    Alert

    Any Shopify order over $500 hits a special channel with the customer's history attached for white-glove follow-up.

    ShopifyKSlack
    shopifyalertvip→ Operations

  • MRR Drop Alert

    Alert

    Weekly: queries the warehouse for MRR trend. If WoW drops more than 5%, names the contributing accounts and pings finance + CS.

    SnowflakeKStripeSlackGmail
    snowflakealertmrr→ Analytics & BI

  • Cross-System Margin Report

    Report

    Joins Shopify orders with ERP cost data in BigQuery, computes margin by product line, and lands a fresh Google Sheet every Friday.

    BigQueryShopifyNSKGoogle Sheets
    bigqueryshopifyerp→ Analytics & BI

  • Dashboard Anomaly Monitor

    Monitoring

    Re-runs your top dashboards on a schedule. If results shift more than the threshold, KnitStack opens the issue with a written hypothesis.

    LookerKSlack
    lookermonitoringanomaly→ Analytics & BI

  • Email-to-ERP Lookup

    Email Automation

    Watches Gmail for a known sender. Extracts the order or invoice number, looks up the record in ERP, and replies — or saves a draft for review.

    GmailKNS
    gmailerpai→ Communications

  • Meeting Notes → Doc

    Email Automation

    Captures the Google Meet recording, summarises action items, drops them into a Google Doc, and emails the team.

    Google MeetKGoogle DocsGmail
    meetdocsai→ Communications

  • Calendar Conflict Resolver

    Alert

    Watches your calendar for double-bookings, suggests a fix that respects everyone's preferences, and sends the reschedule.

    Google CalendarKGmail
    calendaralertai→ Communications

— triggers —

When does it run?

— 01 —

Schedule

Set it and forget it

  • →Daily 8:00 AM
  • →Mondays 7:00 AM
  • →1st of each month
  • →Hourly snapshot

— 02 —

Event

Reacts the moment something changes

  • →Bill 30+ days overdue
  • →New Shopify order > $500
  • →MRR drops > 5% WoW
  • →Salesforce closed-won

— 03 —

Inbound

Lights up when a message arrives

  • →Email from a known sender
  • →Slack channel mention
  • →Google Meet ended
  • →New Calendly booking

— 04 —

Manual

You ask. It runs.

  • →One-click trigger from chat
  • →Approve a draft to send
  • →Re-run yesterday's pipeline

— from prompt to pipeline —

Three steps. Live in an afternoon.

1

Pick a template

Start from a pre-built automation — or describe what you want in plain English. KnitStack drafts the chain.

2

Map your tools

OAuth into the integrations you need. KnitStack handles the field-level mapping.

3

Schedule the trigger

Schedule, event, or inbound. Approve every run, or let it fly. Pause anytime.

outcomes

— time saved · time-back —

What customers give up first.

  • 8.2 hrs

    saved per week

    Average across beta customers running 3+ automations

  • 94%

    fewer late vendor payments

    When Invoice Aging Alert is wired into Slack and Gmail

  • 0

    Sunday-night growth decks

    Once the Monday Growth Report is live for the marketing team

Ready to wire it up?

Join the waitlist. Be first to plug in your tools, ask a question, and watch your business answer.