Skip to content
03

CASE / Client project

Education / career consulting · Career consultancy (name withheld)

Personalised career reports, generated and delivered automatically

A student submits an intake form. Payment is collected, AI writes a personalised report, a branded PDF is generated and the follow-up sequence starts, with no manual step.

Build something like thisAll work
Make.com · Assessment to personalised PDF report
The real Make.com workflow for assessment to personalised pdf report, close up, with each app and step labelled.
The real workflow · anonymized client project
Client
Career consultancy (name withheld)
Industry
Education / career consulting
Status
Delivered
Stack
JotForm, Stripe, Make.com, Claude, PDFMonkey, GoHighLevel

01 / The problem

  1. 01Every assessment report was written, formatted and emailed by hand.
  2. 02Students waited, and some lost interest before their report arrived.
  3. 03Payment and follow-up were separate manual steps.

02 / Goals

  • Deliver each report automatically after payment.
  • Start a consistent follow-up sequence for every student.

03 / The solution

A Make.com pipeline from JotForm and Stripe into Claude for report content, PDFMonkey for the branded document and GoHighLevel for delivery and nurture.

01

Structured AI output

The report is generated in fixed sections (paths, skill gaps, a 90-day plan, resources) so every PDF renders cleanly.

02

Nurture built in

Delivery enrols the student in a follow-up sequence that invites them to book a consultation.

04 / The build

The real workflow, step for step.

This is the production Make.com workflow behind this project, redrawn from its real structure. Client names, data, credentials and settings are removed; every step and connection is real.

JotformWatch forsubmissionsJotformMake an API call×23ToolsSet variablesClaudeClaude: createmessage×3ToolsSet variablesRouterToolsSet variablesHTTPHTTP requestToolsSet variablesHTTPHTTP requestRouterToolsSet variablesHTTPHTTP requestToolsSet variablesToolsWaitHTTPHTTP requestToolsSet variablesHTTPDownload fileHTTPHTTP requestToolsSet variablesHTTPHTTP requestGoogle DriveUpload fileHTTPHTTP requestToolsSet variablesHTTPHTTP requestToolsSet variablesToolsWaitHTTPHTTP requestToolsSet variablesHTTPDownload fileHTTPHTTP requestToolsSet variablesHTTPHTTP requestGoogle DriveUpload fileHTTPHTTP requestToolsSet variablesHTTPHTTP requestToolsSet variablesToolsWaitHTTPHTTP requestToolsSet variablesHTTPDownload fileHTTPHTTP requestToolsSet variablesHTTPHTTP requestGoogle DriveUpload fileHTTPHTTP request
Make.com71 steps1 AI
ANONYMIZED CLIENT PROJECT

Takes each assessment submission, computes the scoring variables, asks Claude for structured report content, then renders the PDF through PDFMonkey's API and stores it in Google Drive, with three report variants.

Rendered from the production workflow export. Labels anonymized; no data, credentials or settings included.

Read all 71 steps
  1. Jotform · Watch for submissions
  2. Jotform · Make an API call
  3. Tools · Set variables (×23)
  4. Claude · Claude: create message
  5. Tools · Set variables (×3)
  6. Flow control · Router
  7. Tools · Set variables
  8. HTTP · HTTP request
  9. Tools · Set variables
  10. HTTP · HTTP request
  11. Flow control · Router
  12. Tools · Set variables
  13. Tools · Set variables
  14. Tools · Set variables
  15. HTTP · HTTP request
  16. HTTP · HTTP request
  17. HTTP · HTTP request
  18. Tools · Set variables
  19. Tools · Set variables
  20. Tools · Set variables
  21. Tools · Wait
  22. Tools · Wait
  23. Tools · Wait
  24. HTTP · HTTP request
  25. HTTP · HTTP request
  26. HTTP · HTTP request
  27. Tools · Set variables
  28. Tools · Set variables
  29. Tools · Set variables
  30. HTTP · Download file
  31. HTTP · Download file
  32. HTTP · Download file
  33. HTTP · HTTP request
  34. HTTP · HTTP request
  35. HTTP · HTTP request
  36. Tools · Set variables
  37. Tools · Set variables
  38. Tools · Set variables
  39. HTTP · HTTP request
  40. HTTP · HTTP request
  41. HTTP · HTTP request
  42. Google Drive · Upload file
  43. Google Drive · Upload file
  44. Google Drive · Upload file
  45. HTTP · HTTP request
  46. HTTP · HTTP request
  47. HTTP · HTTP request
  • Jotform
  • Claude
  • HTTP
  • Google Drive

05 / Outcome

  • Delivered as one Make.com scenario of 71 modules: each assessment becomes a Claude-written report, rendered to PDF through PDFMonkey and filed in Google Drive.
  • Three report variants run from the same scenario.

06 / Walkthrough

Silent · 10 s
ANONYMIZED CLIENT PROJECTAssessment to personalised PDF report: the real workflow, anonymized. A slow pan across the real assessment-to-PDF workflow: scoring, a Claude step and three report variants.

A narrated walkthrough can be recorded on request; client data stays private.

Services usedAI AutomationAI Agents

→ / Next step

Want a system like this one?

Start a project
Next case studyAutomatic rebooking follow-up for a clinic