Skills generate-quarterly-report
Create a structured quarterly business report with table of contents, data tables, and page numbers.
install
source · Clone the upstream repo
git clone https://github.com/iterationlayer/skills
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/iterationlayer/skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/generate-quarterly-report" ~/.claude/skills/iterationlayer-skills-generate-quarterly-report && rm -rf "$T"
manifest:
skills/generate-quarterly-report/SKILL.mdsource content
Generate Quarterly Report
Operations and finance teams use this recipe to automate quarterly reporting. Build a complete business report with a table of contents, executive summary, revenue breakdown, department performance table, and consistent headers and footers with page numbers.
APIs Used
Document Generation (2 credits/request)
Prerequisites
You need an Iteration Layer API key. Get one at platform.iterationlayer.com — free trial credits included, no credit card required.
For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.
Implementation
curl -X POST https://api.iterationlayer.com/document-generation/v1/generate \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "format": "pdf", "document": { "metadata": { "title": "Meridian Corp — Q1 2026 Quarterly Report", "author": "Meridian Corp" }, "page": { "size": { "preset": "A4" }, "margins": { "top_in_pt": 72, "right_in_pt": 72, "bottom_in_pt": 72, "left_in_pt": 72 } }, "styles": { "text": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333" }, "headline": { "font_family": "Helvetica", "font_size_in_pt": 32.0, "color": "#111111", "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 6.0, "font_weight": "bold" }, "link": { "color": "#0066CC", "is_underlined": true }, "list": { "text_style": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333" }, "marker_color": "#333333", "marker_gap_in_pt": 8.0 }, "table": { "header": { "background_color": "#333333", "text_color": "#FFFFFF", "font_size_in_pt": 12.0, "font_weight": "bold" }, "body": { "background_color": "#FFFFFF", "text_color": "#333333", "font_size_in_pt": 12.0 }, "border": { "outer": { "top": { "color": "#CCCCCC", "width_in_pt": 1.0 }, "right": { "color": "#CCCCCC", "width_in_pt": 1.0 }, "bottom": { "color": "#CCCCCC", "width_in_pt": 1.0 }, "left": { "color": "#CCCCCC", "width_in_pt": 1.0 } }, "inner": { "horizontal": { "color": "#EEEEEE", "width_in_pt": 0.5 }, "vertical": { "color": "#EEEEEE", "width_in_pt": 0.5 } } } }, "grid": { "background_color": "#FFFFFF", "border_color": "#CCCCCC", "border_width_in_pt": 0.0, "gap_in_pt": 12.0 }, "separator": { "color": "#CCCCCC", "thickness_in_pt": 1.0, "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 12.0 }, "image": { "border_color": "#000000", "border_width_in_pt": 0.0 } }, "header": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Meridian Corp", "font_weight": "bold" } ] } ] }, { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Q1 2026 Quarterly Report" } ] } ] } ] } ], "footer": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Confidential — For Internal Use Only" } ] } ] }, { "column_span": 6, "blocks": [ { "type": "page-number", "text_alignment": "right" } ] } ] } ], "content": [ { "type": "headline", "level": "h1", "text": "Meridian Corp — Q1 2026 Quarterly Report" }, { "type": "paragraph", "runs": [ { "text": "Prepared by the Office of the CFO · April 2026" } ] }, { "type": "separator" }, { "type": "table-of-contents", "levels": ["h1", "h2"], "leader": "dots" }, { "type": "page-break" }, { "type": "headline", "level": "h1", "text": "Executive Summary" }, { "type": "paragraph", "markdown": "Meridian Corp delivered **strong results in Q1 2026**, with consolidated revenue reaching **$42.8M** — a 14% increase year-over-year. Gross margins improved to 68.3%, driven by operational efficiencies in the Cloud Services division. Net income rose to $6.1M, reflecting disciplined cost management and continued investment in high-growth verticals." }, { "type": "paragraph", "markdown": "Customer acquisition accelerated with **1,240 new enterprise accounts**, bringing total active customers to 18,650. Annual recurring revenue (ARR) crossed **$165M**, positioning the company well for its full-year target of $190M." }, { "type": "page-break" }, { "type": "headline", "level": "h1", "text": "Financial Performance" }, { "type": "headline", "level": "h2", "text": "Revenue Overview" }, { "type": "paragraph", "markdown": "Total revenue for Q1 2026 was $42.8M, compared to $37.5M in Q1 2025. The growth was primarily driven by expansion in the Cloud Services and Data Analytics segments." }, { "type": "table", "column_widths_in_percent": [40, 20, 20, 20], "header": { "cells": [ { "text": "Metric" }, { "text": "Q1 2026", "horizontal_alignment": "right" }, { "text": "Q1 2025", "horizontal_alignment": "right" }, { "text": "Change", "horizontal_alignment": "right" } ] }, "rows": [ { "cells": [ { "text": "Total Revenue" }, { "text": "$42.8M", "horizontal_alignment": "right" }, { "text": "$37.5M", "horizontal_alignment": "right" }, { "text": "+14.1%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Gross Profit" }, { "text": "$29.2M", "horizontal_alignment": "right" }, { "text": "$24.8M", "horizontal_alignment": "right" }, { "text": "+17.7%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Operating Expenses" }, { "text": "$21.4M", "horizontal_alignment": "right" }, { "text": "$19.1M", "horizontal_alignment": "right" }, { "text": "+12.0%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Net Income" }, { "text": "$6.1M", "horizontal_alignment": "right" }, { "text": "$4.3M", "horizontal_alignment": "right" }, { "text": "+41.9%", "horizontal_alignment": "right" } ] } ] }, { "type": "page-break" }, { "type": "headline", "level": "h2", "text": "Revenue by Division" }, { "type": "table", "column_widths_in_percent": [35, 20, 20, 25], "header": { "cells": [ { "text": "Division" }, { "text": "Revenue", "horizontal_alignment": "right" }, { "text": "% of Total", "horizontal_alignment": "right" }, { "text": "YoY Growth", "horizontal_alignment": "right" } ] }, "rows": [ { "cells": [ { "text": "Cloud Services" }, { "text": "$18.9M", "horizontal_alignment": "right" }, { "text": "44.2%", "horizontal_alignment": "right" }, { "text": "+22.1%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Data Analytics" }, { "text": "$12.4M", "horizontal_alignment": "right" }, { "text": "29.0%", "horizontal_alignment": "right" }, { "text": "+16.8%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Professional Services" }, { "text": "$7.8M", "horizontal_alignment": "right" }, { "text": "18.2%", "horizontal_alignment": "right" }, { "text": "+5.4%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Legacy Licensing" }, { "text": "$3.7M", "horizontal_alignment": "right" }, { "text": "8.6%", "horizontal_alignment": "right" }, { "text": "-8.2%", "horizontal_alignment": "right" } ] } ] }, { "type": "page-break" }, { "type": "headline", "level": "h1", "text": "Outlook" }, { "type": "paragraph", "markdown": "Management reaffirms its full-year 2026 revenue guidance of **$175M–$185M** and expects continued margin expansion as the Cloud Services division scales. Key initiatives for Q2 include the launch of the Meridian AI Copilot platform and expansion into the APAC market." }, { "type": "list", "variant": "unordered", "items": [ { "text": "Launch Meridian AI Copilot in Q2 2026" }, { "text": "Expand APAC sales team by 15 headcount" }, { "text": "Achieve $50M quarterly revenue target by Q4 2026" }, { "text": "Complete SOC 2 Type II recertification" } ] } ] } }'
import { IterationLayer } from "iterationlayer"; const client = new IterationLayer({ apiKey: "YOUR_API_KEY" }); const result = await client.generateDocument({ format: "pdf", document: { metadata: { title: "Meridian Corp — Q1 2026 Quarterly Report", author: "Meridian Corp", }, page: { size: { preset: "A4" }, margins: { top_in_pt: 72, right_in_pt: 72, bottom_in_pt: 72, left_in_pt: 72, }, }, styles: { text: { font_family: "Helvetica", font_size_in_pt: 11.0, line_height: 1.5, color: "#333333", }, headline: { font_family: "Helvetica", font_size_in_pt: 32.0, color: "#111111", spacing_before_in_pt: 12.0, spacing_after_in_pt: 6.0, font_weight: "bold", }, link: { color: "#0066CC", is_underlined: true, }, list: { text_style: { font_family: "Helvetica", font_size_in_pt: 11.0, line_height: 1.5, color: "#333333", }, marker_color: "#333333", marker_gap_in_pt: 8.0, }, table: { header: { background_color: "#333333", text_color: "#FFFFFF", font_size_in_pt: 12.0, font_weight: "bold", }, body: { background_color: "#FFFFFF", text_color: "#333333", font_size_in_pt: 12.0, }, border: { outer: { top: { color: "#CCCCCC", width_in_pt: 1.0, }, right: { color: "#CCCCCC", width_in_pt: 1.0, }, bottom: { color: "#CCCCCC", width_in_pt: 1.0, }, left: { color: "#CCCCCC", width_in_pt: 1.0, }, }, inner: { horizontal: { color: "#EEEEEE", width_in_pt: 0.5, }, vertical: { color: "#EEEEEE", width_in_pt: 0.5, }, }, }, }, grid: { background_color: "#FFFFFF", border_color: "#CCCCCC", border_width_in_pt: 0.0, gap_in_pt: 12.0, }, separator: { color: "#CCCCCC", thickness_in_pt: 1.0, spacing_before_in_pt: 12.0, spacing_after_in_pt: 12.0, }, image: { border_color: "#000000", border_width_in_pt: 0.0, }, }, header: [ { type: "grid", columns: [ { column_span: 6, blocks: [ { type: "paragraph", runs: [ { text: "Meridian Corp", font_weight: "bold", }, ], }, ], }, { column_span: 6, blocks: [ { type: "paragraph", runs: [{ text: "Q1 2026 Quarterly Report" }], }, ], }, ], }, ], footer: [ { type: "grid", columns: [ { column_span: 6, blocks: [ { type: "paragraph", runs: [{ text: "Confidential — For Internal Use Only" }], }, ], }, { column_span: 6, blocks: [ { type: "page-number", text_alignment: "right", }, ], }, ], }, ], content: [ { type: "headline", level: "h1", text: "Meridian Corp — Q1 2026 Quarterly Report", }, { type: "paragraph", runs: [{ text: "Prepared by the Office of the CFO · April 2026" }], }, { type: "separator" }, { type: "table-of-contents", levels: ["h1", "h2"], leader: "dots", }, { type: "page-break" }, { type: "headline", level: "h1", text: "Executive Summary", }, { type: "paragraph", markdown: "Meridian Corp delivered **strong results in Q1 2026**, with consolidated revenue reaching **$42.8M** — a 14% increase year-over-year. Gross margins improved to 68.3%, driven by operational efficiencies in the Cloud Services division. Net income rose to $6.1M, reflecting disciplined cost management and continued investment in high-growth verticals.", }, { type: "paragraph", markdown: "Customer acquisition accelerated with **1,240 new enterprise accounts**, bringing total active customers to 18,650. Annual recurring revenue (ARR) crossed **$165M**, positioning the company well for its full-year target of $190M.", }, { type: "page-break" }, { type: "headline", level: "h1", text: "Financial Performance", }, { type: "headline", level: "h2", text: "Revenue Overview", }, { type: "paragraph", markdown: "Total revenue for Q1 2026 was $42.8M, compared to $37.5M in Q1 2025. The growth was primarily driven by expansion in the Cloud Services and Data Analytics segments.", }, { type: "table", column_widths_in_percent: [40, 20, 20, 20], header: { cells: [ { text: "Metric" }, { text: "Q1 2026", horizontal_alignment: "right", }, { text: "Q1 2025", horizontal_alignment: "right", }, { text: "Change", horizontal_alignment: "right", }, ], }, rows: [ { cells: [ { text: "Total Revenue" }, { text: "$42.8M", horizontal_alignment: "right", }, { text: "$37.5M", horizontal_alignment: "right", }, { text: "+14.1%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Gross Profit" }, { text: "$29.2M", horizontal_alignment: "right", }, { text: "$24.8M", horizontal_alignment: "right", }, { text: "+17.7%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Operating Expenses" }, { text: "$21.4M", horizontal_alignment: "right", }, { text: "$19.1M", horizontal_alignment: "right", }, { text: "+12.0%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Net Income" }, { text: "$6.1M", horizontal_alignment: "right", }, { text: "$4.3M", horizontal_alignment: "right", }, { text: "+41.9%", horizontal_alignment: "right", }, ], }, ], }, { type: "page-break" }, { type: "headline", level: "h2", text: "Revenue by Division", }, { type: "table", column_widths_in_percent: [35, 20, 20, 25], header: { cells: [ { text: "Division" }, { text: "Revenue", horizontal_alignment: "right", }, { text: "% of Total", horizontal_alignment: "right", }, { text: "YoY Growth", horizontal_alignment: "right", }, ], }, rows: [ { cells: [ { text: "Cloud Services" }, { text: "$18.9M", horizontal_alignment: "right", }, { text: "44.2%", horizontal_alignment: "right", }, { text: "+22.1%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Data Analytics" }, { text: "$12.4M", horizontal_alignment: "right", }, { text: "29.0%", horizontal_alignment: "right", }, { text: "+16.8%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Professional Services" }, { text: "$7.8M", horizontal_alignment: "right", }, { text: "18.2%", horizontal_alignment: "right", }, { text: "+5.4%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Legacy Licensing" }, { text: "$3.7M", horizontal_alignment: "right", }, { text: "8.6%", horizontal_alignment: "right", }, { text: "-8.2%", horizontal_alignment: "right", }, ], }, ], }, { type: "page-break" }, { type: "headline", level: "h1", text: "Outlook", }, { type: "paragraph", markdown: "Management reaffirms its full-year 2026 revenue guidance of **$175M–$185M** and expects continued margin expansion as the Cloud Services division scales. Key initiatives for Q2 include the launch of the Meridian AI Copilot platform and expansion into the APAC market.", }, { type: "list", variant: "unordered", items: [ { text: "Launch Meridian AI Copilot in Q2 2026" }, { text: "Expand APAC sales team by 15 headcount" }, { text: "Achieve $50M quarterly revenue target by Q4 2026" }, { text: "Complete SOC 2 Type II recertification" }, ], }, ], }, });
from iterationlayer import IterationLayer client = IterationLayer(api_key="YOUR_API_KEY") result = client.generate_document( format="pdf", document={ "metadata": { "title": "Meridian Corp — Q1 2026 Quarterly Report", "author": "Meridian Corp", }, "page": { "size": {"preset": "A4"}, "margins": { "top_in_pt": 72, "right_in_pt": 72, "bottom_in_pt": 72, "left_in_pt": 72, }, }, "styles": { "text": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333", }, "headline": { "font_family": "Helvetica", "font_size_in_pt": 32.0, "color": "#111111", "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 6.0, "font_weight": "bold", }, "link": { "color": "#0066CC", "is_underlined": True, }, "list": { "text_style": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333", }, "marker_color": "#333333", "marker_gap_in_pt": 8.0, }, "table": { "header": { "background_color": "#333333", "text_color": "#FFFFFF", "font_size_in_pt": 12.0, "font_weight": "bold", }, "body": { "background_color": "#FFFFFF", "text_color": "#333333", "font_size_in_pt": 12.0, }, "border": { "outer": { "top": { "color": "#CCCCCC", "width_in_pt": 1.0, }, "right": { "color": "#CCCCCC", "width_in_pt": 1.0, }, "bottom": { "color": "#CCCCCC", "width_in_pt": 1.0, }, "left": { "color": "#CCCCCC", "width_in_pt": 1.0, }, }, "inner": { "horizontal": { "color": "#EEEEEE", "width_in_pt": 0.5, }, "vertical": { "color": "#EEEEEE", "width_in_pt": 0.5, }, }, }, }, "grid": { "background_color": "#FFFFFF", "border_color": "#CCCCCC", "border_width_in_pt": 0.0, "gap_in_pt": 12.0, }, "separator": { "color": "#CCCCCC", "thickness_in_pt": 1.0, "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 12.0, }, "image": { "border_color": "#000000", "border_width_in_pt": 0.0, }, }, "header": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Meridian Corp", "font_weight": "bold", }, ], }, ], }, { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [{"text": "Q1 2026 Quarterly Report"}], }, ], }, ], }, ], "footer": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [{"text": "Confidential — For Internal Use Only"}], }, ], }, { "column_span": 6, "blocks": [ { "type": "page-number", "text_alignment": "right", }, ], }, ], }, ], "content": [ { "type": "headline", "level": "h1", "text": "Meridian Corp — Q1 2026 Quarterly Report", }, { "type": "paragraph", "runs": [{"text": "Prepared by the Office of the CFO · April 2026"}], }, {"type": "separator"}, { "type": "table-of-contents", "levels": ["h1", "h2"], "leader": "dots", }, {"type": "page-break"}, { "type": "headline", "level": "h1", "text": "Executive Summary", }, { "type": "paragraph", "markdown": "Meridian Corp delivered **strong results in Q1 2026**, with consolidated revenue reaching **$42.8M** — a 14% increase year-over-year. Gross margins improved to 68.3%, driven by operational efficiencies in the Cloud Services division. Net income rose to $6.1M, reflecting disciplined cost management and continued investment in high-growth verticals.", }, { "type": "paragraph", "markdown": "Customer acquisition accelerated with **1,240 new enterprise accounts**, bringing total active customers to 18,650. Annual recurring revenue (ARR) crossed **$165M**, positioning the company well for its full-year target of $190M.", }, {"type": "page-break"}, { "type": "headline", "level": "h1", "text": "Financial Performance", }, { "type": "headline", "level": "h2", "text": "Revenue Overview", }, { "type": "paragraph", "markdown": "Total revenue for Q1 2026 was $42.8M, compared to $37.5M in Q1 2025. The growth was primarily driven by expansion in the Cloud Services and Data Analytics segments.", }, { "type": "table", "column_widths_in_percent": [40, 20, 20, 20], "header": { "cells": [ {"text": "Metric"}, { "text": "Q1 2026", "horizontal_alignment": "right", }, { "text": "Q1 2025", "horizontal_alignment": "right", }, { "text": "Change", "horizontal_alignment": "right", }, ], }, "rows": [ { "cells": [ {"text": "Total Revenue"}, { "text": "$42.8M", "horizontal_alignment": "right", }, { "text": "$37.5M", "horizontal_alignment": "right", }, { "text": "+14.1%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Gross Profit"}, { "text": "$29.2M", "horizontal_alignment": "right", }, { "text": "$24.8M", "horizontal_alignment": "right", }, { "text": "+17.7%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Operating Expenses"}, { "text": "$21.4M", "horizontal_alignment": "right", }, { "text": "$19.1M", "horizontal_alignment": "right", }, { "text": "+12.0%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Net Income"}, { "text": "$6.1M", "horizontal_alignment": "right", }, { "text": "$4.3M", "horizontal_alignment": "right", }, { "text": "+41.9%", "horizontal_alignment": "right", }, ], }, ], }, {"type": "page-break"}, { "type": "headline", "level": "h2", "text": "Revenue by Division", }, { "type": "table", "column_widths_in_percent": [35, 20, 20, 25], "header": { "cells": [ {"text": "Division"}, { "text": "Revenue", "horizontal_alignment": "right", }, { "text": "% of Total", "horizontal_alignment": "right", }, { "text": "YoY Growth", "horizontal_alignment": "right", }, ], }, "rows": [ { "cells": [ {"text": "Cloud Services"}, { "text": "$18.9M", "horizontal_alignment": "right", }, { "text": "44.2%", "horizontal_alignment": "right", }, { "text": "+22.1%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Data Analytics"}, { "text": "$12.4M", "horizontal_alignment": "right", }, { "text": "29.0%", "horizontal_alignment": "right", }, { "text": "+16.8%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Professional Services"}, { "text": "$7.8M", "horizontal_alignment": "right", }, { "text": "18.2%", "horizontal_alignment": "right", }, { "text": "+5.4%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Legacy Licensing"}, { "text": "$3.7M", "horizontal_alignment": "right", }, { "text": "8.6%", "horizontal_alignment": "right", }, { "text": "-8.2%", "horizontal_alignment": "right", }, ], }, ], }, {"type": "page-break"}, { "type": "headline", "level": "h1", "text": "Outlook", }, { "type": "paragraph", "markdown": "Management reaffirms its full-year 2026 revenue guidance of **$175M–$185M** and expects continued margin expansion as the Cloud Services division scales. Key initiatives for Q2 include the launch of the Meridian AI Copilot platform and expansion into the APAC market.", }, { "type": "list", "variant": "unordered", "items": [ {"text": "Launch Meridian AI Copilot in Q2 2026"}, {"text": "Expand APAC sales team by 15 headcount"}, {"text": "Achieve $50M quarterly revenue target by Q4 2026"}, {"text": "Complete SOC 2 Type II recertification"}, ], }, ], }, )
package main import il "github.com/iterationlayer/sdk-go" func main() { client := il.NewClient("YOUR_API_KEY") result, err := client.GenerateDocument(il.GenerateDocumentRequest{ Format: "pdf", Document: il.DocumentDefinition{ Metadata: il.DocumentMetadata{ Title: "Meridian Corp — Q1 2026 Quarterly Report", Author: "Meridian Corp", }, Page: il.DocumentPage{ Size: il.DocPageSize{Preset: "A4"}, Margins: il.DocMargins{ TopInPt: 72, RightInPt: 72, BottomInPt: 72, LeftInPt: 72, }, }, Content: []il.ContentBlock{ il.NewHeadlineBlock("h1", "Meridian Corp — Q1 2026 Quarterly Report"), il.NewSeparatorBlock(), il.NewPageBreakBlock(), il.NewHeadlineBlock("h1", "Executive Summary"), il.NewPageBreakBlock(), il.NewHeadlineBlock("h1", "Financial Performance"), il.NewHeadlineBlock("h2", "Revenue Overview"), il.NewTableBlock([]il.TableRow{ {Cells: []il.TableCell{ {Text: "Total Revenue"}, {Text: "$42.8M"}, {Text: "$37.5M"}, {Text: "+14.1%"}, }}, {Cells: []il.TableCell{ {Text: "Gross Profit"}, {Text: "$29.2M"}, {Text: "$24.8M"}, {Text: "+17.7%"}, }}, {Cells: []il.TableCell{ {Text: "Net Income"}, {Text: "$6.1M"}, {Text: "$4.3M"}, {Text: "+41.9%"}, }}, }), il.NewPageBreakBlock(), il.NewHeadlineBlock("h1", "Outlook"), il.NewListBlock("unordered", []il.ListItem{ {Text: "Launch Meridian AI Copilot in Q2 2026"}, {Text: "Expand APAC sales team by 15 headcount"}, {Text: "Achieve $50M quarterly revenue target by Q4 2026"}, {Text: "Complete SOC 2 Type II recertification"}, }), }, }, }) if err != nil { panic(err) } }
{ "name": "Generate Quarterly Report", "nodes": [ { "parameters": { "content": "## Generate Quarterly Report Operations and finance teams use this recipe to automate quarterly reporting. Build a complete business report with a table of contents, executive summary, revenue breakdown, department performance table, and consistent headers and footers with page numbers. **Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes before importing. Self-hosted n8n only.", "height": 280, "width": 500, "color": 2 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 200, 40 ], "id": "1058bc9e-19fe-45a6-9e62-051e5e1be859", "name": "Overview" }, { "parameters": { "content": "### Step 1: Generate Document Resource: **Document Generation** Configure the Document Generation parameters below, then connect your credentials.", "height": 160, "width": 300, "color": 6 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 475, 100 ], "id": "7d2d938f-9a16-4aae-b4ce-bb6cf0bf8425", "name": "Step 1 Note" }, { "parameters": {}, "type": "n8n-nodes-base.manualTrigger", "typeVersion": 1, "position": [ 250, 300 ], "id": "95d0a90c-75cf-471f-82c2-ea6b34dc2c0c", "name": "Manual Trigger" }, { "parameters": { "resource": "documentGeneration", "format": "pdf", "documentJson": "{ \"metadata\": { \"title\": \"Meridian Corp \u2014 Q1 2026 Quarterly Report\", \"author\": \"Meridian Corp\" }, \"page\": { \"size\": { \"preset\": \"A4\" }, \"margins\": { \"top_in_pt\": 72, \"right_in_pt\": 72, \"bottom_in_pt\": 72, \"left_in_pt\": 72 } }, \"styles\": { \"text\": { \"font_family\": \"Helvetica\", \"font_size_in_pt\": 11.0, \"line_height\": 1.5, \"color\": \"#333333\" }, \"headline\": { \"font_family\": \"Helvetica\", \"font_size_in_pt\": 32.0, \"color\": \"#111111\", \"spacing_before_in_pt\": 12.0, \"spacing_after_in_pt\": 6.0, \"font_weight\": \"bold\" }, \"link\": { \"color\": \"#0066CC\", \"is_underlined\": true }, \"list\": { \"text_style\": { \"font_family\": \"Helvetica\", \"font_size_in_pt\": 11.0, \"line_height\": 1.5, \"color\": \"#333333\" }, \"marker_color\": \"#333333\", \"marker_gap_in_pt\": 8.0 }, \"table\": { \"header\": { \"background_color\": \"#333333\", \"text_color\": \"#FFFFFF\", \"font_size_in_pt\": 12.0, \"font_weight\": \"bold\" }, \"body\": { \"background_color\": \"#FFFFFF\", \"text_color\": \"#333333\", \"font_size_in_pt\": 12.0 }, \"border\": { \"outer\": { \"top\": { \"color\": \"#CCCCCC\", \"width_in_pt\": 1.0 }, \"right\": { \"color\": \"#CCCCCC\", \"width_in_pt\": 1.0 }, \"bottom\": { \"color\": \"#CCCCCC\", \"width_in_pt\": 1.0 }, \"left\": { \"color\": \"#CCCCCC\", \"width_in_pt\": 1.0 } }, \"inner\": { \"horizontal\": { \"color\": \"#EEEEEE\", \"width_in_pt\": 0.5 }, \"vertical\": { \"color\": \"#EEEEEE\", \"width_in_pt\": 0.5 } } } }, \"grid\": { \"background_color\": \"#FFFFFF\", \"border_color\": \"#CCCCCC\", \"border_width_in_pt\": 0.0, \"gap_in_pt\": 12.0 }, \"separator\": { \"color\": \"#CCCCCC\", \"thickness_in_pt\": 1.0, \"spacing_before_in_pt\": 12.0, \"spacing_after_in_pt\": 12.0 }, \"image\": { \"border_color\": \"#000000\", \"border_width_in_pt\": 0.0 } }, \"header\": [ { \"type\": \"grid\", \"columns\": [ { \"column_span\": 6, \"blocks\": [ { \"type\": \"paragraph\", \"runs\": [ { \"text\": \"Meridian Corp\", \"font_weight\": \"bold\" } ] } ] }, { \"column_span\": 6, \"blocks\": [ { \"type\": \"paragraph\", \"runs\": [ { \"text\": \"Q1 2026 Quarterly Report\" } ] } ] } ] } ], \"footer\": [ { \"type\": \"grid\", \"columns\": [ { \"column_span\": 6, \"blocks\": [ { \"type\": \"paragraph\", \"runs\": [ { \"text\": \"Confidential \u2014 For Internal Use Only\" } ] } ] }, { \"column_span\": 6, \"blocks\": [ { \"type\": \"page-number\", \"text_alignment\": \"right\" } ] } ] } ], \"content\": [ { \"type\": \"headline\", \"level\": \"h1\", \"text\": \"Meridian Corp \u2014 Q1 2026 Quarterly Report\" }, { \"type\": \"paragraph\", \"runs\": [ { \"text\": \"Prepared by the Office of the CFO \u00b7 April 2026\" } ] }, { \"type\": \"separator\" }, { \"type\": \"table-of-contents\", \"levels\": [ \"h1\", \"h2\" ], \"leader\": \"dots\" }, { \"type\": \"page-break\" }, { \"type\": \"headline\", \"level\": \"h1\", \"text\": \"Executive Summary\" }, { \"type\": \"paragraph\", \"markdown\": \"Meridian Corp delivered **strong results in Q1 2026**, with consolidated revenue reaching **$42.8M** \u2014 a 14% increase year-over-year. Gross margins improved to 68.3%, driven by operational efficiencies in the Cloud Services division. Net income rose to $6.1M, reflecting disciplined cost management and continued investment in high-growth verticals.\" }, { \"type\": \"paragraph\", \"markdown\": \"Customer acquisition accelerated with **1,240 new enterprise accounts**, bringing total active customers to 18,650. Annual recurring revenue (ARR) crossed **$165M**, positioning the company well for its full-year target of $190M.\" }, { \"type\": \"page-break\" }, { \"type\": \"headline\", \"level\": \"h1\", \"text\": \"Financial Performance\" }, { \"type\": \"headline\", \"level\": \"h2\", \"text\": \"Revenue Overview\" }, { \"type\": \"paragraph\", \"markdown\": \"Total revenue for Q1 2026 was $42.8M, compared to $37.5M in Q1 2025. The growth was primarily driven by expansion in the Cloud Services and Data Analytics segments.\" }, { \"type\": \"table\", \"column_widths_in_percent\": [ 40, 20, 20, 20 ], \"header\": { \"cells\": [ { \"text\": \"Metric\" }, { \"text\": \"Q1 2026\", \"horizontal_alignment\": \"right\" }, { \"text\": \"Q1 2025\", \"horizontal_alignment\": \"right\" }, { \"text\": \"Change\", \"horizontal_alignment\": \"right\" } ] }, \"rows\": [ { \"cells\": [ { \"text\": \"Total Revenue\" }, { \"text\": \"$42.8M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"$37.5M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"+14.1%\", \"horizontal_alignment\": \"right\" } ] }, { \"cells\": [ { \"text\": \"Gross Profit\" }, { \"text\": \"$29.2M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"$24.8M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"+17.7%\", \"horizontal_alignment\": \"right\" } ] }, { \"cells\": [ { \"text\": \"Operating Expenses\" }, { \"text\": \"$21.4M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"$19.1M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"+12.0%\", \"horizontal_alignment\": \"right\" } ] }, { \"cells\": [ { \"text\": \"Net Income\" }, { \"text\": \"$6.1M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"$4.3M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"+41.9%\", \"horizontal_alignment\": \"right\" } ] } ] }, { \"type\": \"page-break\" }, { \"type\": \"headline\", \"level\": \"h2\", \"text\": \"Revenue by Division\" }, { \"type\": \"table\", \"column_widths_in_percent\": [ 35, 20, 20, 25 ], \"header\": { \"cells\": [ { \"text\": \"Division\" }, { \"text\": \"Revenue\", \"horizontal_alignment\": \"right\" }, { \"text\": \"% of Total\", \"horizontal_alignment\": \"right\" }, { \"text\": \"YoY Growth\", \"horizontal_alignment\": \"right\" } ] }, \"rows\": [ { \"cells\": [ { \"text\": \"Cloud Services\" }, { \"text\": \"$18.9M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"44.2%\", \"horizontal_alignment\": \"right\" }, { \"text\": \"+22.1%\", \"horizontal_alignment\": \"right\" } ] }, { \"cells\": [ { \"text\": \"Data Analytics\" }, { \"text\": \"$12.4M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"29.0%\", \"horizontal_alignment\": \"right\" }, { \"text\": \"+16.8%\", \"horizontal_alignment\": \"right\" } ] }, { \"cells\": [ { \"text\": \"Professional Services\" }, { \"text\": \"$7.8M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"18.2%\", \"horizontal_alignment\": \"right\" }, { \"text\": \"+5.4%\", \"horizontal_alignment\": \"right\" } ] }, { \"cells\": [ { \"text\": \"Legacy Licensing\" }, { \"text\": \"$3.7M\", \"horizontal_alignment\": \"right\" }, { \"text\": \"8.6%\", \"horizontal_alignment\": \"right\" }, { \"text\": \"-8.2%\", \"horizontal_alignment\": \"right\" } ] } ] }, { \"type\": \"page-break\" }, { \"type\": \"headline\", \"level\": \"h1\", \"text\": \"Outlook\" }, { \"type\": \"paragraph\", \"markdown\": \"Management reaffirms its full-year 2026 revenue guidance of **$175M\u2013$185M** and expects continued margin expansion as the Cloud Services division scales. Key initiatives for Q2 include the launch of the Meridian AI Copilot platform and expansion into the APAC market.\" }, { \"type\": \"list\", \"variant\": \"unordered\", \"items\": [ { \"text\": \"Launch Meridian AI Copilot in Q2 2026\" }, { \"text\": \"Expand APAC sales team by 15 headcount\" }, { \"text\": \"Achieve $50M quarterly revenue target by Q4 2026\" }, { \"text\": \"Complete SOC 2 Type II recertification\" } ] } ] }" }, "type": "n8n-nodes-iterationlayer.iterationLayer", "typeVersion": 1, "position": [ 500, 300 ], "id": "8361daca-8be5-4bca-9b1f-291566c1045a", "name": "Generate Document", "credentials": { "iterationLayerApi": { "id": "1", "name": "Iteration Layer API" } } } ], "connections": { "Manual Trigger": { "main": [ [ { "node": "Generate Document", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" } }
Generate a quarterly business report PDF. Use the generate_document tool with format "pdf" and these content blocks: - Headline: "[Company Name] — Q[quarter] [year] Report" - Table of contents with section links - Headline: "Executive Summary" with summary paragraph - Headline: "Revenue" with a table of revenue by product line and quarter - Headline: "Department Performance" with a metrics table - Headers and footers with company name and page numbers
Response
{ "success": true, "data": { "buffer": "JVBERi0xLjcKMSAwIG9iago8...", "mime_type": "application/pdf" } }