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OperationsFREE

Auto-Generate and Email Branded PDF Reports to Clients Monthly

Deliver polished monthly reports to every client automatically — pull their data, render a branded PDF, and email it without touching a template.

difficulty Advancedsetup 45 minresult Clients receive professional, on-brand PDF reports each month with zero manual assembly.—
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  1. 1

    Schedule Monthly

    Add a Schedule Trigger running at the start of each month.

  2. 2

    Loop Over Clients

    Add a Google Sheets node listing clients and a loop to process each one's metrics.

  3. 3

    Fill the Template

    Add a Google Docs node copying your branded template and replacing placeholders with the client's figures.

  4. 4

    Export and Email the PDF

    Add nodes to export the doc as PDF and a Gmail node sending it to the client contact.

  5. 5

    Activate and Test

    Activate the workflow and run it for one test client. Confirm the PDF is branded and the numbers are correct.

Frequently asked questions

Can I include charts?

Generate chart images from the data and insert them into the Docs template before exporting.

How do I personalize the message?

Pull the client name and highlights into the email body so each report feels individually written.

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