How to Generate PDF Reports With AI in One Click

To generate PDF reports with AI, you select which fields from a record the report should use, describe the style you want, and the platform assembles the document. The data comes from the record; the formatting comes from your instructions.

Why report generation eats hours

Reports are rarely hard. They are repetitive, and the information they contain already exists somewhere in the system.

Data copied out of records into a document template
Formatting redone every time a different audience needs it
No history of which version went to whom
Nobody able to produce one without the person who owns the template

What you can ask the AI to produce

Element	What you can specify
Content	Executive summary, next steps, or any section you describe
Source fields	Which record fields feed the report — or all of them
Style	Professional, consultancy-like, or any tone you name
Colours	Your brand palette, specified in plain language

How to configure it in Jestor

Open the PDF generator from the tools area of the record card in Jestor.
Choose the attachment field where the generated report will be saved.
Select which fields the report should use — there is an add-all option.
Define the AI rules: what the report should contain and how it should look.
Generate, and let it notify you when the document is ready to download.

Why choose Jestor for AI-generated reports?

Jestor keeps every generated report in the record's history, so you can compare versions, delete one, or regenerate the most recent with adjustments — "change grey to dark green" is enough to get a new version in your brand colour.

Generation runs in the background, so you can keep working and pick up the report when it is done.

Frequently Asked Questions

Where is the report saved?

In an attachment field you choose on the record. See jestor.com.

Can I regenerate with changes?

Yes, by describing the adjustment in plain language.

Can I keep more than one version?

Yes, generated reports are kept in the record's history.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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