Who is this workflow for? Automate the creation and distribution of PDF and Word documents seamlessly using the n8n and JSReport workflow template. This solution enhances efficiency by reducing manual tasks, ensuring accuracy, and enabling your team to focus on higher-value activities..

What does this workflow do?

  • Triggering the Workflow:
  • The workflow begins with an n8n form submission. Alternatively, it can be triggered by a webhook from external applications like AirTable, SharePoint, or DocuWare.
  • Configuring the API Request:
  • Once triggered, the workflow retrieves the necessary configuration information.
  • It populates the API request body for JSReport using the retrieved data. The JSON structure for the request is predefined during the JSReport template creation.
  • Generating the Document:
  • JSReport processes the API request and generates the desired PDF or Word document based on the specified template.
  • Distributing the Document:
  • The generated document is fetched by the workflow.
  • It is then sent via email to the intended recipients, ensuring timely delivery without manual intervention.
  • Integration and Flexibility:
  • The workflow is compatible with various integrations, including AI models like OpenAI, Anthropic, Gemini, and OpenRouter.
  • Additional integrations include GitHub, Google Sheets, and more, enhancing the workflow’s versatility.
  • Create a JSReport Account: Sign up for a JSReport account to design your PDF or Word templates.
  • Define Your Template: Use JSON data from your system to set up the content of your document templates in JSReport.
  • Configure n8n:
  • Utilize the HTTP Request node in n8n to send requests to JSReport.
  • Set the node’s body to the JSON data that defines your template.
  • Watch the setup video for detailed guidance.

Note: This template was created using n8n version 1.38.2.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automates repetitive document generation tasks, saving time and reducing errors.
  • Scalability: Easily integrates with various applications, allowing your workflow to grow with your business needs.
  • Flexibility: Supports multiple document formats and can be triggered by different data sources.
  • Cost-Effective: Minimizes the need for manual intervention, lowering operational costs.

👨‍💻 Who is This Workflow For?

This workflow is ideal for teams in accounting, human resources, and IT project management who need to automate document generation. It is designed for professionals looking to streamline their administrative processes and enhance productivity without requiring extensive technical expertise.

🎯 Use Cases

  1. Accounting Department: Automatically generate and send invoices in PDF format, streamlining the invoicing process and improving payment tracking.
  2. Human Resources: Create employment contracts in PDF, simplifying employee onboarding and administrative management.
  3. IT Project Management: Produce project specifications in Word format, clearly defining project requirements and objectives for stakeholders.

TL;DR

This n8n and JSReport workflow template automates the generation and distribution of PDF and Word documents, tailored for accounting, human resources, and IT project management teams. By integrating seamlessly with various applications and offering flexible trigger options, it streamlines administrative tasks, reduces manual effort, and enhances overall productivity.

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