PDF Report Generation

PDF Report Generation

When to Activate

Trigger ONLY when the user explicitly says one of:

• "generate PDF", "create PDF", "PDF document", "PDF report", "export as PDF", "save as document"

Do NOT trigger for: "document", "report", "summary", "briefing", or "memo" alone. These should produce markdown text output.

Workflow

1. Prepare markdown content with proper structure:

   • Use ## for main sections, ### for subsections
   • Use markdown tables for data presentation
   • Include clear section headers
   • Add source citations throughout

2. Determine audience:

   • external_client — Client-facing reports (simplified language, no internal references)
   • internal — Investment committee memos, research reports (full detail, technical language)

3. Call pdf_generator with:

   • markdown_content: Complete formatted markdown
   • report_title: Descriptive title (e.g., "Q4 2024 Quarterly Client Report", "NVIDIA Investment Memo")
   • document_audience: One of external_client or internal

4. After calling pdf_generator, ALWAYS include the returned download link verbatim in your response so the user can click it to download the PDF.

Error Handling

If PDF generation fails:

• Present the full content as formatted markdown inline
• Note: "PDF generation encountered an issue. Here is the full content in text format."
• Do not retry automatically

Formatting Best Practices

• Tables: Use for performance summaries, financial data, scenario analysis, risk matrices
• Headers: Maximum 3 levels deep (##, ###, ####)
• Lists: Use bullet points for qualitative analysis, numbered lists for sequential steps
• Emphasis: Bold for key metrics and findings, italic for caveats and limitations

Stopping Points

• This is a utility skill invoked at the end of a workflow. Stopping points are inherited from the calling workflow.
• If the user has not explicitly confirmed their request for PDF output, confirm before calling pdf_generator.

Output

A downloadable PDF link returned by pdf_generator, included verbatim in the response.