Automation Kit: Instant Assessment Report

Your clients fill out a detailed intake form. Instead of spending an hour analyzing their answers and writing a report, this 6-module workflow does it in under 30 seconds.

The AI reads their responses, calculates relevant scores, creates a color-coded professional HTML report with personalized recommendations, converts it to PDF, and emails it as an attachment – all automatically.

Built as a nutrition assessment example, but the same logic works for any consulting niche: fitness evaluations, business audits, financial health checks, coaching intake reports.

What’s in the kit:

• Importable Make.com blueprint (JSON) – the complete 6-module workflow
• Tally form template with all intake fields
• The tested AI prompt with inline CSS for PDF-ready HTML output
• Google Sheets logging template
• Setup video walkthrough
• PDFShift configuration guide (including the Base64 auth trick)

What you’ll learn:

• Processing complex form data with multiple field types
• OpenAI HTML generation with inline CSS (critical for PDF conversion)
• JSON module for escaping HTML characters (the step most tutorials skip)
• HTTP module with PDFShift API for HTML-to-PDF conversion
• Email with file attachments
• Common pitfalls: blank PDFs, markdown in AI output, JSON parsing errors

Setup time: 30-45 minutes

Tools used: Make.com, OpenAI API, PDFShift, Google Sheets, SMTP Email