Skip to main content
The Generate Report node transforms raw content and data into professionally formatted reports using AI. Perfect for creating polished business reports, documentation, and shareable content with minimal effort.
Generate Report Node Overview

​
Why Use Generate Report?

When you need to send well-formatted content to your team or clients, the Generate Report node saves you time by automatically creating professional-looking output in the right format for your destination. Whether you’re sending HTML emails, writing to Google Docs, or posting to Slack, this node ensures your content looks great without manual formatting.

HTML Reports

Generate email-ready HTML with responsive design for Gmail and other email clients

Markdown Reports

Create formatted documents for Google Docs, GitHub, or technical documentation

Slack Messages

Build native Slack Block Kit messages with rich formatting and visual hierarchy

​
Node Inputs

​
Required Fields

The raw content or data you want to transform into a formatted report. This can include:
  • Analysis results from AI nodes
  • Data from spreadsheets or databases
  • Bullet points or unstructured notes
  • Any information you want professionally formatted
Example Input:
Q4 revenue was $2.3M, up 15% from Q3. 
Customer retention improved to 94%. 
New client acquisition: 12 companies.

​
Optional Fields

Choose the output format based on where you’ll use the report:
  • HTML: Best for emails via Gmail Sender or Send Email Notification
  • Markdown: Best for Google Docs, GitHub, or technical documentation
  • Slack Block Kit: Best for Slack messages via Slack Block Kit Sender
Default: HTML
Customize the report’s appearance and structure with specific instructions:Styling Examples:
  • “Use a color palette of #fb3c98 and #0190ff”
  • “Include a table for all numeric data”
  • “Use bullet points for lists”
Content Examples:
  • “Focus on key metrics only”
  • “Keep the tone formal and professional”
  • “Include an executive summary at the top”
Extra Instructions must be enabled in “More Options” to appear
For HTML reports only. Add your company logo at the top of the email by providing a publicly accessible URL.Requirements:
  • Must be a public URL (not behind authentication)
  • Optimal size: 200-400px wide
  • Best formats: PNG or SVG for transparency
  • Square or horizontal logos work best
Logo URL must be enabled in “More Options” and only appears when format is HTML

​
More Options

Toggle this on to show the Extra Instructions field where you can customize report generation with specific formatting or content preferences.Default: Off

​
Node Output

The complete, professionally formatted report ready to use:
  • HTML: Complete HTML that can be sent directly via email
  • Markdown: Rendered markdown with tables, headers, and formatting
  • Slack Block Kit: Valid JSON that can be posted directly to Slack’s API
All output is cleaned and ready to use without additional processing.

​
How It Works

1

Analyze Your Content

The node examines your raw content to understand its structure and key information
2

Apply Professional Formatting

Based on your selected format, AI applies sophisticated formatting rules to create a polished report with proper hierarchy, styling, and layout
3

Generate Final Output

The formatted report is generated in your chosen format, ready to send to its destination

​
Format Details

  • HTML
  • Markdown
  • Slack Block Kit

​
HTML Report Features

Perfect for sending professional emails through Gmail Sender or Send Email Notification nodes.Characteristics:
  • Gmail-compatible table-based layout
  • Responsive design (mobile-friendly)
  • Inline CSS styling
  • Optional company logo placement
  • Professional color schemes
Best For:
  • Weekly status reports to management
  • Customer-facing communications
  • Executive summaries
  • External stakeholder updates
When using with email nodes, remember to enable “Send as HTML” in the email node settings

​
Common Use Cases

Weekly Status Reports

Flow Pattern:
Google Sheets → Generate Report (HTML) → Gmail Sender
Pull data from spreadsheets, format as professional HTML report, and email to stakeholders

Customer Analysis

Flow Pattern:
Data Source → Ask AI → Generate Report (HTML) → Gmail Sender
Analyze customer data with AI, format findings into report, and send to account managers

Team Updates

Flow Pattern:
Multiple Sources → Generate Report (Slack) → Slack Sender
Combine information from various sources and post formatted update to Slack channel

Documentation

Flow Pattern:
Content Source → Generate Report (Markdown) → Google Doc Writer
Transform content into formatted documentation and save to Google Docs with markdown enabled

​
Loop Mode Support

Generate Report fully supports Loop Mode for batch processing. This is perfect when you need to create multiple reports from a list of items.
Scenario: Generate individual reports for each sales rep’s monthly performanceSetup:
  1. Load sales data for all reps (returns a list)
  2. Enable Loop Mode on Generate Report
  3. Connect sales data to Report Content
  4. Result: One formatted report per sales rep
Input (List):
[
  "Rep: Alice, Sales: $50K, Deals: 12",
  "Rep: Bob, Sales: $45K, Deals: 10",
  "Rep: Carol, Sales: $62K, Deals: 15"
]
Output: Three separate formatted reports, one for each rep

​
AI Model & Credit Costs

The Generate Report node uses AI completion to create formatted output. The credit cost depends on your selected AI model:
Model TierExamplesCredits per Run
StandardClaude 3.5 Haiku, GPT-4.1 Mini2 credits
AdvancedClaude 3.7 Sonnet, GPT-4.120 credits
ExpertClaude Opus, GPT-530 credits
Total Cost: Base flow execution (1 credit) + AI model cost
You can configure your preferred AI model at the workflow or organization level. For most reports, Standard or Advanced tier provides excellent results.

​
Integration Patterns

​
Sending HTML Emails

HTML Email Integration Flow
1

Generate the Report

Connect your content to Generate Report with Format set to HTML
2

Connect to Email Node

Use either Gmail Sender or Send Email Notification node
3

Enable HTML Mode

In the email node settings, toggle on “Send as HTML”
4

Connect Report Content

Link the Report Content output to the email body input

​
Writing to Google Docs

Google Docs Integration Flow
1

Generate Markdown

Set Report Format to Markdown in Generate Report node
2

Connect to Google Doc Writer

Link Report Content to the content input
3

Enable Markdown

In Google Doc Writer node, enable markdown rendering

​
Posting to Slack

Slack Integration Flow
1

Generate Slack Blocks

Set Report Format to Slack Block Kit in Generate Report node
2

Connect to Slack Node

Use Slack Block Kit Sender (not regular Slack Sender)
3

Link Output

Connect Report Content to the blocks input

​
Best Practices

Content Preparation

  • Provide structured input when possible (bullet points, sections)
  • Include context about what the report is for
  • Specify key metrics or data points to highlight

Extra Instructions

  • Be specific: “Use blue (#0066cc) for headers” vs “use blue”
  • Include format preferences: “Use tables for data”
  • Specify tone if needed: “Professional and formal”

Format Selection

  • HTML: Best for emails, formal reports, external sharing
  • Markdown: Best for documentation, GitHub, technical reports
  • Slack Block Kit: Best for team notifications, status updates

Logo Usage

  • Use square or horizontal logos (vertical may stretch)
  • Optimal size: 200-400px wide
  • Use PNG or SVG for transparency
  • Ensure URL is publicly accessible

​
Troubleshooting

Cause: Email node not set to send as HTMLSolution: Enable “Send as HTML” toggle in your Gmail Sender or Send Email Notification node settings
Cause: Logo URL is not publicly accessible or invalidSolution:
  1. Verify the URL works in a browser when not logged in
  2. Check that the URL points directly to an image file
  3. Ensure it’s not behind any authentication
Cause: Markdown rendering not enabled in Google Doc WriterSolution: Open the Google Doc Writer node settings and enable markdown rendering
Cause: Using regular Slack Sender instead of Slack Block Kit SenderSolution: Use the Slack Block Kit Sender node specifically for Slack Block Kit formatted output
Cause: Extra Instructions may be too vague or conflictingSolution:
  1. Be more specific in your instructions
  2. Try using a more advanced AI model
  3. Test with different phrasings

​
Tips for Great Reports

Start Simple, Then CustomizeBegin with default settings to see what the node produces. Then add Extra Instructions to refine specific aspects you want to change.
Test Your Output FirstBefore using in production workflows:
  • For HTML emails: Send a test to yourself
  • For Slack: Test in a private channel
  • For Google Docs: Create a test document first
Consider Your AudienceChoose your format based on who will read it:
  • HTML: External stakeholders, executives
  • Markdown: Technical teams, developers
  • Slack Block Kit: Internal teams, quick updates

Ask AI

Generate content or analysis that feeds into Generate Report

Gmail Sender

Send HTML reports via email

Slack Block Kit Sender

Post formatted reports to Slack channels

Google Doc Writer

Write markdown reports to Google Docs
⌘I