Admin · AI Readiness Platform
PDF Generation & Management
Configure and manage branded PDF reports for assessments
System Overview
The AI Readiness Assessment platform automatically generates two professional branded PDFs when a customer completes an assessment:
- Report PDF: AI-generated executive summary with strategic recommendations
- Answers PDF: Complete record of all customer responses organized by section
Both PDFs are generated with Atomic Computing branding (logo, colors, fonts) and stored in AWS S3 for secure, scalable delivery. Presigned URLs with 24-hour expiration are used in emails to customers.
📊 Generation Flow
Assessment status changes to "submitted"
AWS Bedrock generates strategic recommendations using configurable prompt
Two branded PDFs created with logo, company colors, and formatted content. Uploaded to S3.
Assessment delivery email template used with presigned S3 URLs included
Assessment marked as delivered, PDF sent timestamp recorded
🎨 Brand Guidelines Applied
Colors
#0f172a - Primary headings
#ea580c - Accents & highlights
#f1f5f9 - Section backgrounds
Elements
Logo: Atomic Computing logo (SVG concentric circles with "A") in header
Typography: Professional sans-serif (Helvetica) with clear hierarchy
Layout: Clean, readable with consistent margins and spacing
Footer: Confidentiality notice and copyright information
📄 PDF Contents
Report PDF
- •Atomic Computing branding header
- •Company information block
- •AI-generated strategic summary
- •Top 5 assessment responses preview
- •Professional footer with disclaimer
Answers PDF
- •Atomic Computing branding header
- •Assessment details section
- •All responses grouped by section
- •Question-answer pairs with formatting
- •Professional footer with disclaimer
☁️ Storage & Delivery
PDFs are stored in AWS S3 bucket ai-readiness-reports under paths like:
assessments/<assessment-id>/report-<timestamp>.pdf
assessments/<assessment-id>/answers-<timestamp>.pdf
Email templates include presigned URLs with 24-hour expiration for secure, temporary access to PDFs without AWS credentials.
PDFs are generated once and cached in S3. Admin resends use the cached PDFs instead of regenerating, ensuring consistency and performance.
📧 Email Template Integration
When an assessment is submitted, the system automatically loads the active "assessment_delivery" email template and substitutes the following variables with actual customer data and PDF links:
Note: Customers receive the assessment report email only. The admin/engineer dashboard for viewing assessments is a separate internal system not accessible to customers. BCC addresses in the email provider configuration will receive copies of all customer emails.
You can customize these templates in the Email Templates section.
🔄 Admin Resend PDFs
Admins can manually resend assessment PDFs to customers via the PDF Deliveries page.
Resend Process:
- Admin clicks "Resend" button on an assessment
- System loads the existing PDFs from S3 (if available)
- If PDFs were never generated, they are generated now
- "assessment_resend" email template is used (with different tone/styling)
- Presigned URLs are regenerated (24-hour validity)
- Email is sent to customer
- Delivery attempt counter is incremented
🗄️ Database Schema
Assessment records include the following PDF-related columns:
🔌 API Endpoints
POST /reports/assessment/:id/generate
Generate both report and answers PDFs, store in S3
GET /reports/assessment/:id/urls
Get presigned URLs for both PDFs
POST /reports/assessment/:id/regenerate
Regenerate and refresh PDFs (admin action)
POST /assessments/:id/resend-pdfs
Admin endpoint to resend PDFs to customer