Scheduled PDF report generation from templates with charts and table snapshots.
This automation starts when scheduled cron or Slack `/pdfreport` command. It x (twitter) pulls, google sheets pulls, and gmail pulls, then google Slides or LaTeX template merge triggered by cron or Slack `/pdfreport finance` pulls live Sheets ranges, updates chart objects via Slides API, exports PD.
Read-only visualization of how data moves from trigger to final result.
Scheduled cron or Slack `/pdfreport` command
Google Slides or LaTeX template merge triggered by cron or Slack `/pdfreport finance` pulls live Sheets ranges, updates chart objects via Slides API, exports PD
Google Slides or LaTeX template merge triggered by cron or Slack `/pdfreport finance` pulls live Sheets ranges, updates chart objects via Slides API, exports PD
Google Slides or LaTeX template merge triggered by cron or Slack `/pdfreport finance` pulls live Sheets ranges, updates chart objects via Slides API, exports PD
Google Slides or LaTeX template merge triggered by cron or Slack `/pdfreport finance` pulls live Sheets ranges, updates chart objects via Slides API, exports PD
Pulls
Pulls
Pulls
Pulls
Remove repetitive steps from PDF Reports so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Events trigger immediate actions instead of waiting for someone to check a queue.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~9 min
Schedule trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Google Slides or LaTeX template merge triggered by cron or Slack `/pdfreport finance` pulls live Sheets ranges, updates chart objects via Slides API, exports PDF Drive `Reports/YYYY/WW`, emails distribution list Gmail with attachment, retains last 52 weeks archive with retention policy auto-delete older.
Some steps run in preview until their integrations go live.
Google Slides master, Sheets data ranges, Drive, Gmail.
Named ranges in Sheets bind to chart/table placeholders.
Weekly Monday or monthly 1st configurable per report type.
Email distribution list from Sheets with optional password zip.
Manual trigger verifies charts match live data.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Slack Channel | text | #general | No |
| Google Sheet ID | text | No | |
| Sheet Range | text | Sheet1!A:Z | No |
| Gmail Search Query | text | is:unread | No |
Optional zip password emailed separately to list.
Sheets ranges pre-converted to reporting currency.
Slides master swap per client for agency reports.
Two retries; Slack alert if PDF empty or zero pages.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
320 total reviews
After two weeks live, PDF Reports has become core to our daily ops. Verified install — runs without babysitting.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
PDF Reports replaced a manual process that took 2 hours daily. ROI was clear within the first month.
+ AI quality exceeded expectations · Saved our team 10+ hours weekly
We deployed this across three locations and saw immediate time savings. The PDF Reports workflow handles edge cases we didn't expect it to.
+ Support team helped customize quickly · Setup was straightforward
Google Slides or LaTeX template merge triggered by cron or Slack `/pdfreport finance` pulls live Sheets ranges, updates chart objects via Slides API, exports PDF Drive `Reports/YYYY/WW`, emails distribution list Gmail with attachment, retains last 52 weeks archive with retention policy auto-delete older.
Activate PDF Reports with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for PDF Reports.
Current version: 1.2.0
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