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Convert HTML Reports

Turn emailed HTML reports into checked PDFs for their owners

Use this Agent instantly or customize it - no programming needed

Convert and deliver each new HTML report
Reads
  • Inbox check time
    Inbox check time

    Your chosen schedule starts each inbox check, even when no new report has arrived.

  • Report email
    Report email

    Your report email supplies the sender and subject used to find its owner.

  • an HTML report attachment
    an HTML report attachment

    Your report arrives as an HTML report attachment, with text and tables to preserve.

  • Report routing rules
    Report routing rules

    Your rules select report emails, identify each owner, and name a fallback contact.

  • Conversion API key
    Conversion API key

    Your conversion key lets the Agent submit report HTML for PDF creation.

  • Report status labels
    Report status labels

    Your chosen labels distinguish delivered reports from reports needing review.

Email app
Email app

Your email app finds report attachments, sends checked PDFs, and labels each source email.
Email app
Are there no new report emails to handle?YesNo
End this inbox check.
Is an attachment missing, empty, or unreadable HTML?YesNo
Label the email for review and notify your fallback contact.
Writes
  • Report status label
    Report status label

    Your source email gets a delivered or needs-review label after the Agent handles it.

  • Problem notice
    Problem notice

    Your report owner or fallback contact receives the specific reason a report needs review.

Convert an HTML report attachment and check PDF content and layout.
HTML-to-PDF converter
HTML-to-PDF converter

Your HTML-to-PDF converter turns each report's HTML into PDF bytes for the Agent to check.
HTML-to-PDF converter
Did conversion or the PDF content or layout check fail?YesNo
Label the email for review and send the specific problem.
Writes
  • Report status label
    Report status label

    Your source email gets a delivered or needs-review label after the Agent handles it.

  • Problem notice
    Problem notice

    Your report owner or fallback contact receives the specific reason a report needs review.

Does the report lack a mapped owner?YesNo
Hold the PDF, label the email for review, and notify your fallback contact.
Writes
  • Report status label
    Report status label

    Your source email gets a delivered or needs-review label after the Agent handles it.

  • Problem notice
    Problem notice

    Your report owner or fallback contact receives the specific reason a report needs review.

Email the checked PDF to its owner and label the source email delivered.
Writes
  • Checked PDF
    Checked PDF

    Your report owner receives a PDF whose text, tables, and page layout passed the checks.

  • Report status label
    Report status label

    Your source email gets a delivered or needs-review label after the Agent handles it.

This Agent checks your inbox for new HTML report attachments. It converts each file to PDF and checks its content and page layout. It emails passing PDFs to their owners.

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Gmail
Used as:
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Google Drive
Used as:
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Microsoft Outlook
Used as:
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Zoom
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Google Contacts
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Microsoft Office 365
Used as:
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PDF.co
Used as:
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Zoho Mail
Used as:
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CloudConvert
Used as:
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PDFMonkey
Used as:
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Made for your role

Convert HTML Reports is made for people in these roles.

Made for your department

Convert HTML Reports is made for people in these departments.

How Convert HTML Reports works

5 steps, in order, on every run.

  1. Find new report attachmentsCheck your chosen inbox for report emails that match your sender and subject rules. Download their HTML attachments.
  2. Match reports to their ownersRead each attachment and match its email to the owner you chose. Flag reports without a matching owner for review.
  3. Convert HTML files to PDFSend each report's HTML to the converter and receive a PDF made from that attachment.
  4. Check the PDF content and pagesCompare the PDF's text and tables with the HTML. Inspect its pages for clipped or unreadable content.
  5. Deliver PDFs or flag problemsEmail passing PDFs to their owners and mark the source emails delivered. Flag failures for review and send a notice explaining the issue.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.

10 tools
Set your rules
  • Choose the report inbox, approved sender and subject patterns, and how often to check for new messages.
  • Map each report sender and subject to its owner's email address; decide which address receives a problem notice when no owner matches.
  • Set up the conversion API key and the email labels for delivered reports and reports needing review.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Convert HTML Reports:

How do I choose which reports this Agent handles?

You choose the inbox and the sender and subject patterns. You also map each report to its owner's email address.

What happens if a PDF fails the check?

The Agent holds the PDF and flags the source email for review. It sends the issue to the owner or your fallback notice address.

What if a report has no matching owner?

You choose a fallback notice address during setup. The Agent holds the PDF and sends the report details there for review.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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