The AI assistant
PDF reports
Getting a shareable document out of the assistant.
The assistant can produce a PDF, attach it to the chat with View and Download buttons, and file a copy in your File Storage under Reports — so it is still there after the conversation is gone. Ask for one in plain words:
- "Make that a PDF I can send to my client."
- "Server report for the shop server, as a PDF."
There is also a guided task — Server report (PDF) — which gathers health, security, updates and what is running, then writes the document. See Guided tasks.
What a good report contains
Ask for what you want; typical requests that work well:
- A monthly health summary for one or all servers.
- A security review: who has access, what is exposed, what updates are waiting.
- An incident write-up: what broke, what was found, what was changed.
- An AWS cost summary for a client.
Other PDFs in the app
Two screens produce their own documents without the chat:
- IAM user activity report — what one AWS user did, with an AI summary, exportable as a PDF.
- Jenkins audit — a controller scored against a standards checklist, as a PDF.
Tips
- Say who it is for. "For a non-technical client" changes the language used.
- Ask for it at the end, once the investigation is done, so the report is written from what was actually found.
- If it offers a PDF and you say "yes", occasionally it will not pick the tool up — ask explicitly: "generate the PDF report".
