Automations

Explain it once. Never do it again.

Tell KnitStack the job once, in plain English. It gets done every Monday at 8, the moment a big order comes in, or when an email arrives. All inside the tools you already use.

15 ready-made automations6 kinds of jobs4 ways to start

how it works

What is an automation?

It's a chore you'd normally do by hand. When the moment comes, KnitStack gathers the numbers, figures out what matters and delivers the result. You never switch between tools.

  1. it starts

    When it's time

    every Monday · a new order · an email

  2. step 01

    Gathers the numbers

    From the tools you already use

  3. step 02

    Figures out what matters

    KnitStack does the thinking

  4. step 03

    Puts it where it goes

    Slack · Gmail · Docs · ERP

  5. you get

    The finished job

    Slack post · Gmail draft · Doc · Sheet · updated records

real automations at work

Three real jobs. Running today.

Same idea as above, hooked up to real tools. Each one gathers the numbers, figures out what matters and puts the result where your team already works.

for Financecomes ready-made for finance teams
Alert

Overdue Invoice Alert

runs · Every day at 8:00 AM

Every morning KnitStack checks QuickBooks for overdue invoices, ranks them by how late and how risky they are, and sends a summary to Slack and your AR team's inbox.

QuickBooks

QuickBooks

Find overdue invoices

K

KnitStack

Rank by lateness and customer risk

Slack

Slack

Post a summary to #finance-ops

Gmail

Gmail

Email the AR team a to-do list

tags:quickbooksaralertdaily
for Marketingcomes ready-made for marketing teams
Digest

Daily Campaign Digest

runs · Every day at 7:00 AM

Every morning: pulls yesterday's Meta, Google Ads and Google Analytics numbers, writes a short summary of how growth is going, and posts it to Slack with the full table linked.

Meta Ads

Meta Ads

Pull Meta Ads results

Google Ads

Google Ads

Pull Google Ads results

GA4

GA4

Pull website conversions

K

KnitStack

Combine and write the summary

Slack

Slack

Post to #growth

tags:ga4metagoogleadsdigestdaily
for Operationscomes ready-made for operations teams
Alert

Low Inventory Alert

runs · Around the clock

Keeps an eye on Shopify and ERP stock around the clock. When an item is about to run low, KnitStack drafts a reorder and pings your team.

Shopify

Shopify

Watch Shopify stock levels

NS

NetSuite

Double-check stock in the ERP

K

KnitStack

Predict what sells out in 14 days

Slack

Slack

Alert #ops-supply with a draft order

tags:shopifyerpalertinventory

Want one running for you? Join the waitlist →

six kinds of jobs

What it takes off your plate.

📊

Report

Daily, weekly or monthly reports built from all your tools and emailed to the right person.

e.g. Monthly P&L Report

3 ready
🔔

Alert

Keeps an eye on your numbers. Pings you in Slack or email when something needs attention.

e.g. Overdue Invoice Alert

6 ready
📰

Digest

One-page summaries that pull from several places, written for you by KnitStack.

e.g. Daily Campaign Digest

2 ready
✉️

Email Automation

Watches an inbox, reads what comes in and updates your ERP or Bill.com.

e.g. Vendor Payment Reminder

3 ready
📡

Monitoring

Checks in on a schedule and tells you what changed since last time.

e.g. Dashboard Watcher

1 ready
🔄

Data Sync

Keeps two tools in step: invoices, contacts, products and inventory.

Coming soon

on the way

the full list

15 automations, ready to use.

Every one is real and working in KnitStack today. Use it as is, or tweak it to fit.

  • Overdue Invoice Alert

    Alert

    Every morning KnitStack checks QuickBooks for overdue invoices, ranks them by how late and how risky they are, and sends a summary to Slack and your AR team's inbox.

    QuickBooksKSlackGmail
    quickbooksaralert→ Finance
  • Monthly P&L Report

    Report

    On the 1st of every month: pulls your QuickBooks P&L, writes up what changed in Google Docs, adds the live Sheet, and emails leadership.

    QuickBooksGoogle SheetsKGoogle DocsGmail
    quickbooksp&lmonthly→ Finance
  • Vendor Payment Reminder

    Email Automation

    When a bill in Bill.com is 30+ days past due, KnitStack reads your past emails, writes a follow-up in your usual tone, and saves it for one-click send.

    B.GmailK
    billdotcomarautomation→ Finance
  • Daily Campaign Digest

    Digest

    Every morning: pulls yesterday's Meta, Google Ads and Google Analytics numbers, writes a short summary of how growth is going, and posts it to Slack with the full table linked.

    Meta AdsGoogle AdsGA4KSlack
    ga4metagoogleads→ Marketing
  • Monday Growth Report

    Report

    Sunday night, KnitStack combines HubSpot, Google Analytics and Stripe into a Google Doc ready for slides, talking points included. It's in your inbox by 7 AM Monday.

    HubSpotGA4StripeKGoogle Docs
    hubspotga4stripe→ Marketing
  • Lead-to-Deal Tracker

    Alert

    When a HubSpot lead from a campaign you track becomes a closed deal in Salesforce, KnitStack posts the win with the full story of where it came from.

    SalesforceHubSpotKSlack
    hubspotsalesforcealert→ Marketing
  • Low Inventory Alert

    Alert

    Keeps an eye on Shopify and ERP stock around the clock. When an item is about to run low, KnitStack drafts a reorder and pings your team.

    ShopifyNSKSlack
    shopifyerpalert→ Operations
  • Daily Sales Digest

    Digest

    Every morning: pulls yesterday's Shopify and ERP numbers for every store, combines them, and emails your operations team a one-pager.

    ShopifyNSKGoogle SheetsGmail
    shopifyerpdigest→ Operations
  • High-Value Order Watcher

    Alert

    Any Shopify order over $500 lands in a special channel with the customer's history attached, so someone can follow up personally.

    ShopifyKSlack
    shopifyalertvip→ Operations
  • Revenue Drop Alert

    Alert

    Every Monday: checks your recurring revenue trend. If it drops more than 5% from last week, KnitStack names the accounts behind it and alerts finance and customer success.

    SnowflakeKStripeSlackGmail
    snowflakealertmrr→ Analytics & BI
  • Weekly Margin Report

    Report

    Combines Shopify orders with ERP costs in BigQuery, works out margin by product line, and shares a fresh Google Sheet every Friday.

    BigQueryShopifyNSKGoogle Sheets
    bigqueryshopifyerp→ Analytics & BI
  • Dashboard Watcher

    Monitoring

    Rechecks your most important dashboards every hour. If a number moves more than it should, KnitStack starts a thread with its best guess at why.

    LookerKSlack
    lookermonitoringanomaly→ Analytics & BI
  • Email Order Lookup

    Email Automation

    Watches Gmail for emails from people you know. Picks out the order or invoice number, looks it up in your ERP, and replies, or saves a draft for you to check.

    GmailKNS
    gmailerpai→ Communications
  • Meeting Notes → Doc

    Email Automation

    Takes the Google Meet recording, pulls out the action items, puts them in a Google Doc and emails the team.

    Google MeetKGoogle DocsGmail
    meetdocsai→ Communications
  • Double-Booking Fixer

    Alert

    Watches your calendar for double bookings, suggests a fix that works for everyone, and sends the new time.

    Google CalendarKGmail
    calendaralertai→ Communications

four ways to start

You decide when it runs.

01

On a schedule

Set it and forget it.

  • →Every day at 8:00 AM
  • →Mondays at 7:00 AM
  • →The 1st of every month
  • →Every hour

02

When something happens

Moves the moment something changes.

  • →A bill is 30+ days overdue
  • →A Shopify order over $500
  • →Recurring revenue drops 5%+ in a week
  • →A deal closes in Salesforce

03

When a message arrives

Picks it up as soon as it lands.

  • →An email from a sender you know
  • →A mention in a Slack channel
  • →A Google Meet call ends
  • →A new Calendly booking

04

When you ask

You ask. It runs.

  • →One click from chat
  • →Approve a draft to send it
  • →Run yesterday's job again

from idea to done

Three steps. Live in an afternoon.

1

Pick a template

Start from a ready-made automation, or describe what you want in plain English. KnitStack sets it up.

2

Connect your tools

Sign in with the accounts you already have. KnitStack matches up the details between them.

3

Choose when it runs

On a schedule, when something happens, or when a message arrives. Approve every run or let it go. Pause anytime.

outcomes

time saved · time back

What customers stop doing first.

  • 8.2 hrs

    saved per week

    Average for beta customers running 3 or more automations

  • 94%

    fewer late vendor payments

    With the Invoice Aging Alert posting to Slack and Gmail

  • 0

    Sunday-night growth decks

    Once the Monday Growth Report runs for the marketing team

Ready to hand it off?

Join the waitlist. Be first to connect your tools, ask your first question and watch the busywork disappear.