Document generation pipelines turn web forms, Typeform intakes, and inbound emails into branded PDFs in under four minutes. Intake is validated and normalized first. Claude synthesizes against internal references and style guides while pulling from CRM, knowledge base, and Drive mid-generation. PDFs render in your fonts, colors, headers, and cover page.
Review queue surfaces drafts before send. Comments loop back and revisions re-generate only the affected sections. Delivery goes to email, client portal, and archive in Drive, Dropbox, or S3. Nothing lives in a vendor silo. Typical builds ship in 14 business days.
F03
Feature · F03
Document Generation.
Intake, synthesis, branded PDF in four minutes
The synthesis layer that turns structured intake into a branded deliverable with the expert still reviewing, not writing. Claude synthesizes against your reference library, calls your CRM mid-draft, and renders a pixel-identical PDF you could have sworn a junior associate spent the afternoon on.
Ships · 14 daysStack · Claude · Typeform · Puppeteer +2Runs on · your infrastructure
One report being generated, second by second. Total elapsed sits in the header.
4:00Form submitted to branded PDF delivered
Median · 200 reports
Under the hood
The contract between form and delivery.
The actual endpoint. Request on the left, response on the right, p95 latency on top.
POST/v1/reports/generate
p95 · 3m 52s→ What the form submits
strclient_id*
CRM referenceenumreport_type*
review | proposal | auditarrintake.focus_areas
1 to 8 itemsbooldelivery.portal
defaults true← What lands in the inbox
urlpdf_url
signed, 7-day TTLarrarchived_to
Drive, S3 pathsboolreview.required
queue-surfacedstrreview.reviewer
assignablePipeline
How a form becomes a report.
Intake
Lookup
Synthesize
Render PDF
Archive
What's in the box
What lives inside the pipeline.
Web forms, Typeforms, and inbound emails are validated and normalized before a single Claude token is spent. Bad intake gets flagged, not accepted.
TypeformTallyJotform
The model pulls from your CRM, knowledge base, and Drive while it’s drafting. No human paste. No missing context. The final document knows the account.
HubSpotDriveNotion
Claude writes in your firm’s voice, structure, precedent, and defined turns of phrase pulled from a library of past approved deliverables.
ClaudeVector store
Renders in your exact fonts, colors, headers, footers, and cover page. The one your design team already approved, just assembled by a pipeline instead of a person.
PuppeteerDocRaptor
Drafts sit in a review queue before send. Comments loop back, revisions re-generate only the affected sections, not the whole document.
NotionPandaDoc
Emailed, posted to the portal, archived to Drive, Dropbox, or S3 with a versioned filename. Every deliverable ends up exactly where the file-naming convention says it should.
S3DriveDropbox
Integrations
Plugs into your stack.
Intake & data
30+TypeformJotformHubSpotSalesforceAirtablePostgres
Rendering & delivery
10+PuppeteerDocRaptorDocuSignS3DrivePostmark
Next step
Scope this build.
Tell us the stack you want this wired to. We'll come back with the scope, the timeline, and, if the math doesn't work, say so before you sign anything.
Scope this build