You are helping me build the following AI agent workflow. ## Goal Generate Sales Pipeline PDF Report: Generates a PDF sales pipeline report that scores targets and flags high-priority leads for senior attention. ## Specification - What it does: Get a PDF sales pipeline report that scores your targets and flags high-priority leads needing senior attention. This LLM-generated document summarizes your current pipeline status so you can focus on the most critical opportunities. - Trigger: Run manually (Manual ยท on demand) - Autonomy: Fully hands-off - Expected setup effort: under an hour - Tools/services involved: - LLM: Generate PDF report content ## Known pitfalls, handle each one explicitly in your implementation 1. Long lead descriptions can overflow table cells so you must truncate or wrap text appropriately. 2. PDF libraries often struggle with dynamic font sizes so set fixed margins and font scales early. 3. Sensitive customer data may leak if the PDF is not encrypted after generation so add password protection. 4. Large datasets can cause memory errors during rendering so process leads in batches if needed. ## Reference implementation https://www.youtube.com/watch?v=JqXkPlX_4gQ (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/generate-sales-pipeline-pdf-report/ via usecasesforagents.com