1.Detects new weekly submission
Integrate Jotform to watch for new weekly reporting form submissions and pass submission fields into the workflow.
Generate and save weekly client PDF report for stakeholders
Automatically monitor new weekly submission events in Jotform across reporting and file sharing apps. Create and update PDF reports when submissions arrive, client details change, or dates finalizeβso you can generate PDFs, upload to Drive, and notify stakeholders without manual reporting.
How this automation delivers weekly client PDFs
When new weekly reporting form submissions land, delays can keep stakeholders waiting on timely updates. This automation creates styled HTML, converts it to PDF, uploads to Google Drive, and notifies your team with linksβso your stakeholders get reports immediately.
Jotformor swap with your favorite app
2.Creates styled HTML report
Integrate ChatGPT (OpenAI) to generate styled HTML from the submission fields to format a presentation-ready report.
ChatGPT (OpenAI)or swap with your favorite app
3.Converts HTML to PDF
Integrate PDF.co to convert the generated HTML into a PDF with set page options and a shareable file link.
PDF.coor swap with your favorite app
4.Uploads PDF to weekly folder
Integrate Google Drive to upload the PDF into the configured weekly reports folder and name it by client and date.
Google Driveor swap with your favorite app
5.Posts report link to channel
Integrate Slack to send the formatted date and the Drive link to your team channel after each successful upload.
Slackor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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