How Knack Flows Works

Seamlessly connect Google Docs to Knack with Knack Flows to automate document creation, make updates, collaborate, and sync live application data. This integration lets you generate Google Docs from Knack records, populate documents with real-time field data, update existing files automatically, and keep document links synced inside your Knack app. Create reports, proposals, contracts, onboarding documents, meeting notes, and more while maintaining a centralized, searchable document hub powered by your Knack workflows.

Step 1: Select a Trigger

A trigger is an event in your automation that starts your Flow. You can select a trigger event in Knack that initiates a Google Docs workflow. For example, you might choose “New Record Created,” “Form Submitted,” or “Record Updated” as the trigger. Knack monitors your app for the selected event and prepares the associated data for document creation or updates.

Step 2: Set up an Action

Once a trigger occurs, actions define what happens next in your Flow. You can create a new Google Doc, insert Knack data into a document template, update existing document content, or store the document URL in Knack. Actions can be chained together with conditions, approvals, or notifications to support complex document-driven workflows.

Title Step 3: Connect and Automate

When your Knack Flow is ready, you can activate it immediately or expand it with additional actions. Your Knack apps and Google Docs are now seamlessly connected. Automatically generate and manage documents as your data changes, collaborate in real time, and keep every document tied to the correct record inside your Knack app.