How to generate PDF reports with AI in one click
To generate PDF reports with AI, you describe what the report should contain and how it should look, and the system builds it from the data on that record. In Jestor, this runs from the card itself, so the report always reflects the specific opportunity, project or ticket you are looking at.
Why report building eats so many hours
Reports are rarely hard. They are repetitive. Someone opens a document, copies the numbers from the system, formats the headings, adjusts the colors and sends it.
Multiply that by every client, every week, and a meaningful share of a team's capacity goes into formatting rather than thinking.
What automated reporting replaces:
- Copying record data into a document by hand
- Reformatting the same layout for every client
- Reports that are out of date the moment they are saved
- Inconsistent structure depending on who wrote it
- No history of what was sent and when
What you can specify in the request
| Instruction | Example | Effect on the output |
|---|---|---|
| Audience | A report to present to my manager | Adjusts depth and tone |
| Sections | Executive summary and next steps | Defines the structure |
| Visual style | Professional, gray and black | Colors and formatting |
| Data scope | This opportunity's fields | What gets pulled into the report |
| Format rules | Consulting style layout | Overall presentation |
Step by step to produce one
- Open the record you want the report to describe.
- Find the report tool among the card's tools.
- Describe the report: who it is for, which sections it needs and what style to use.
- Submit the request and let the generation run in the background.
- Wait for the notification, since the system tells you when it finishes.
- Open or download the PDF, which stays saved on the record.
- Regenerate if needed, adjusting the instructions for a different version.
Why keeping reports on the record matters
A report detached from its source becomes a snapshot nobody can verify. Keeping it attached to the record means anyone can see which data produced it and generate a fresh version when something changes.
- Built from the record's own data: fields pulled automatically
- History preserved: multiple generated reports stay available
- Regeneration supported: the most recent report can be rebuilt
- Deletable from the field: old versions can be removed directly
Frequently Asked Questions
Where does the report get its data from?
From the fields on the record you generated it from. See jestor.com.
Can I choose the visual style?
Yes. Style instructions, including colors and formatting, are part of the request.
Are previous reports kept?
Yes. Generated reports are stored on the record and can be opened or deleted.
Video Tutorial: Step by Step
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.