A personalized financial plan from a questionnaire — PDF to the client's inbox

The scenario takes the questionnaire, validates the data, computes the metrics, writes a plan matched to the client's income level, saves the PDF into selectelS3, and emails it to Gmail.

  • The plan reaches the client in a minute, not in three days
  • Advice differs by income level instead of being one-size-fits-all
  • Incomplete forms are rejected with a clear explanation
  • If the PDF fails, the client still gets the plan by email — never silence
WebhookPDFShift
Set it up for yourselfScriptera

How it works

To connect ClickUp and selectelS3, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Receive Financial Input
  2. Then: Normalize Input Data
  3. Check: Validate Income & Goal
  4. If yes: Enrich Financial Metrics
  5. Then: Store User Data (Google Sheets)
  6. Check: Route by Income Category
  7. If yes: Generate Plan (Mid Income)
  8. Check: Merge AI Responses
  9. Then: Generate HTML Report
  10. Then: Convert HTML to PDF
  11. Then: Fetch Generated PDF
  12. Check: Check PDF Generation Status
  13. If yes: Upload PDF to Google Drive
  14. If yes: Send Email with PDF
  15. If yes: Return HTML Response
  16. If no: Return PDF Failure Response
  17. Then: Send Plain Text Email (Fallback)
  18. If no: Generate Plan (Low Income)1
  19. If no: Generate Plan (High Income)
  20. If no: Return Validation Error

You can launch this ClickUp + selectelS3 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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