Collect data, generate content with AI, create styled PDFs, and deliver them by email.
Formt can generate polished PDF reports from workflow data automatically. Collect data from Google Sheets, financial APIs, or form submissions, generate report content with AI, convert it to a styled PDF, and email it to recipients.
Pull data from various sources to feed into your report:
Use AI Generate with HTML output mode to create formatted report content. Reference upstream data in your prompt. The AI produces valid HTML with headings, tables, and formatting that translates well to PDF.
Step Guide: AI Generate →Use the PDF Create action to convert HTML to a styled PDF. Configure orientation (portrait or landscape) and paper size. The output includes a pdf_url, file name, size, and page count.
Step Guide: PDF →If your report has multiple sections generated separately (e.g., executive summary, financial analysis, property details), use the PDF Merge action to combine them into a single document.
Use PDF Extract to pull text from uploaded PDFs, or PDF Extract Structured to parse specific fields (invoice number, totals, dates). Feed extracted data into AI steps for analysis or into new report generation.
Use Send Email to deliver the report. Map the pdf_url from the PDF step to the attachments field. Send from your own domain for a professional appearance.
Step Guide: Send Email →Start from a pre-built template to get a working report pipeline in minutes.