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 Google Drive, 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