Reports & PDFs
Turn data from across your workflow into a polished Markdown report, then render it as a nicely formatted PDF — and save it. No templating code, no manual formatting.
The pipeline
Sources (incl. a Store node) → Report → PDF → Save
| Node | What it does |
|---|---|
| Sources | Any nodes wired into the Report node — API actions, Code nodes, a Sheet, a web page, and especially a Store (Knowledge Base) node the report can search. |
| Report | An AI node that reads all its sources and writes a structured Markdown (or HTML) report. |
| Renders the report's Markdown into a formatted PDF with a theme, page size, and orientation. | |
| Save | Writes the PDF to an output folder on your computer. |
Report node
Wire one or more upstream nodes into the Report node and it gathers their outputs as sources, then writes a report over them. It can also pull from a Vector Store / Knowledge Base node connected to it — the report searches that store as a tool, so it can cite your own documents. The node shows how many sources it gathered (and which) as you build.
Configuration
- Template — the shape of the report:
- Auto — let the model choose a sensible structure.
- Executive summary — short, decision-oriented.
- Data analysis — findings over the data you fed in.
- Comparison — compare options/items side by side.
- Custom prompt — write your own instruction ("Write a report that…").
- Model — any model from your registry (e.g.
gpt-4o-mini,apple-intelligence-text,cli-claude-code). On-device Apple Intelligence falls back to cloud in headless/webhook runs. - Output format — Markdown (default) or HTML.
- Length — Short (~300 words), Medium (~700), or Long (~1500).
- Sections — optional comma-separated outline, e.g.
Overview, Findings, Recommendations. - Include raw data appendix — append the source data at the end.
Output: the report as Markdown (or HTML), ready to feed into the PDF node — or into any other node via {{input.markdown}}.
PDF node
Feeds on the Report node's Markdown (or any Markdown/HTML) and produces a formatted PDF.
Configuration
- Engine
- Auto (recommended) — picks the best renderer available on your setup.
- High quality — print-quality rendering with exact page layout. Built into the Circuitry desktop app; on the web or iPad it uses a paired Circuitry Server.
- Built-in — renders right inside Circuitry on any device, no setup needed. Output is a little simpler.
- Page size — A4, Letter, or Legal.
- Orientation — Portrait or Landscape.
- Theme — Default, Minimal (sans-serif), or Professional (serif).
- Filename — optional; defaults to the source name (
{{__source.stem}}.pdf).
Output: the rendered PDF (with its page count), ready to save, email, or return from a webhook.
Save the PDF
Add a Save node after the PDF node and pick an output folder. Each run writes the PDF there (using the filename from the PDF node, or a naming rule you set). Saving local files uses your project folder or a paired Circuitry Server.
Build it
- Wire your sources into a Report node — data nodes, and a Store node if you want it to draw on your knowledge base.
- Pick a Template, Model, and Length; optionally list Sections.
- Connect Report → PDF. Choose a Theme, Page size, and Engine.
- Connect PDF → Save and choose an output folder.
- Run. You get a formatted PDF in your folder. Add a Then node to do something once it's done (email it, post a link, notify a channel).
Examples
- Weekly KPI report — Sheet + API sources → Report (Executive summary) → PDF (Professional, A4) → Save → Then (email it).
- Knowledge-base brief — Store node + a question → Report (cites your docs) → PDF → Save.
- Research digest — several web/API sources → Report (Data analysis, Long) → PDF (Minimal) → Save.
Next steps
- Knowledge Base — add a Store node as a report source
- Batch File & Image Processing — another file-producing pipeline
- Circuitry Server — high-quality PDF rendering + local saves when using Circuitry on the web or iPad