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.
- 1
Schedule Monthly
Add a
Schedule Triggerrunning at the start of each month. - 2
Loop Over Clients
Add a
Google Sheetsnode listing clients and a loop to process each one's metrics. - 3
Fill the Template
Add a
Google Docsnode copying your branded template and replacing placeholders with the client's figures. - 4
Export and Email the PDF
Add nodes to export the doc as PDF and a
Gmailnode sending it to the client contact. - 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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