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Q: Is it possible to generate a personalized pdf report (based on the answers provided)

Is it possible to generate a personalized report (based on the answers provided) to the prospect that filled the form?

E.G. I want to create an organization check-in report (assessment) companies would receive a report that tells them how they perform for each of the 5 Pillars (20% each) of their business for total of 100% so the company knows which of the 5 Pillars they should improve... That serve as a lead magnet for them to book a call if they need help to fix their problem.

Scale_UpPLUSApr 3, 2025
Founder Team
KirillTereshchenko

KirillTereshchenko

Apr 4, 2025

A: Hi there,

Currently, you can do this using automation tools like Pabbly, Zapier, or Make. You’ll need to set up a connection so that once a survey is completed, the results are sent to the tool. From there, you can generate a report and also send an email.

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Posted: Jun 13, 2025

Do you have a knowledge base step by step for some of these use cases? For integration? I wasted hours of my life on jotform only to find out integration with zapier is seriously buggy and not fixed by jotform. Is yours working smoothly?

Founder
Posted: Jun 15, 2025

https://getmetasurvey.com/help