Request
curl -X POST https://api.iterationlayer.com/document-generation/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"format": "pdf",
"document": {
"metadata": {
"title": "Monthly Performance Report — March 2026",
"author": "Prepared by Northbridge Analytics"
},
"page": {
"size": {
"preset": "A4"
},
"margins": {
"top_in_pt": 54,
"right_in_pt": 54,
"bottom_in_pt": 54,
"left_in_pt": 54
}
},
"content": [
{
"type": "headline",
"level": "h1",
"text": "Cedarwood Financial Group"
},
{
"type": "headline",
"level": "h2",
"text": "Monthly Performance Report — March 2026"
},
{
"type": "separator"
},
{
"type": "headline",
"level": "h3",
"text": "Portfolio Summary"
},
{
"type": "table",
"header": {
"cells": [
{
"text": "Metric"
},
{
"text": "Value"
}
]
},
"rows": [
{
"cells": [
{
"text": "Total AUM"
},
{
"text": "$14,250,000"
}
]
},
{
"cells": [
{
"text": "Monthly Return"
},
{
"text": "+1.8%"
}
]
},
{
"cells": [
{
"text": "YTD Return"
},
{
"text": "+5.4%"
}
]
},
{
"cells": [
{
"text": "Benchmark (S&P 500 YTD)"
},
{
"text": "+4.9%"
}
]
},
{
"cells": [
{
"text": "Alpha"
},
{
"text": "+0.5%"
}
]
}
]
},
{
"type": "separator"
},
{
"type": "headline",
"level": "h3",
"text": "Asset Allocation"
},
{
"type": "table",
"header": {
"cells": [
{
"text": "Asset Class"
},
{
"text": "Allocation"
},
{
"text": "Value"
}
]
},
"rows": [
{
"cells": [
{
"text": "US Equities"
},
{
"text": "45%"
},
{
"text": "$6,412,500"
}
]
},
{
"cells": [
{
"text": "International Equities"
},
{
"text": "20%"
},
{
"text": "$2,850,000"
}
]
},
{
"cells": [
{
"text": "Fixed Income"
},
{
"text": "25%"
},
{
"text": "$3,562,500"
}
]
},
{
"cells": [
{
"text": "Alternatives"
},
{
"text": "10%"
},
{
"text": "$1,425,000"
}
]
}
]
},
{
"type": "separator"
},
{
"type": "headline",
"level": "h3",
"text": "Commentary"
},
{
"type": "paragraph",
"runs": [
{
"text": "The portfolio outperformed its benchmark by 50 basis points in March, driven by strong performance in the technology and healthcare sectors. Fixed income allocations provided stability amid rising rate expectations. We recommend maintaining the current allocation through Q2."
}
]
},
{
"type": "separator"
},
{
"type": "paragraph",
"runs": [
{
"text": "Confidential — Prepared for Cedarwood Financial Group by Northbridge Analytics. Not for redistribution."
}
]
}
]
}
}'Response
{
"success": true,
"data": {
"buffer": "JVBERi0xLjQ...",
"mime_type": "application/pdf"
}
}Request
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const report = await client.generateDocument({
format: "pdf",
document: {
metadata: { title: "Monthly Performance Report — March 2026", author: "Prepared by Northbridge Analytics" },
page: { size: { preset: "A4" }, margins: { top_in_pt: 54, right_in_pt: 54, bottom_in_pt: 54, left_in_pt: 54 } },
content: [
{ type: "headline", level: "h1", text: "Cedarwood Financial Group" },
{ type: "headline", level: "h2", text: "Monthly Performance Report — March 2026" },
{ type: "separator" },
{ type: "headline", level: "h3", text: "Portfolio Summary" },
{
type: "table",
header: { cells: [{ text: "Metric" }, { text: "Value" }] },
rows: [
{ cells: [{ text: "Total AUM" }, { text: "$14,250,000" }] },
{ cells: [{ text: "Monthly Return" }, { text: "+1.8%" }] },
{ cells: [{ text: "YTD Return" }, { text: "+5.4%" }] },
{ cells: [{ text: "Benchmark (S&P 500 YTD)" }, { text: "+4.9%" }] },
{ cells: [{ text: "Alpha" }, { text: "+0.5%" }] },
],
},
{ type: "separator" },
{ type: "headline", level: "h3", text: "Asset Allocation" },
{
type: "table",
header: { cells: [{ text: "Asset Class" }, { text: "Allocation" }, { text: "Value" }] },
rows: [
{ cells: [{ text: "US Equities" }, { text: "45%" }, { text: "$6,412,500" }] },
{ cells: [{ text: "International Equities" }, { text: "20%" }, { text: "$2,850,000" }] },
{ cells: [{ text: "Fixed Income" }, { text: "25%" }, { text: "$3,562,500" }] },
{ cells: [{ text: "Alternatives" }, { text: "10%" }, { text: "$1,425,000" }] },
],
},
{ type: "separator" },
{ type: "headline", level: "h3", text: "Commentary" },
{ type: "paragraph", runs: [{ text: "The portfolio outperformed its benchmark by 50 basis points in March, driven by strong performance in the technology and healthcare sectors. Fixed income allocations provided stability amid rising rate expectations. We recommend maintaining the current allocation through Q2." }] },
{ type: "separator" },
{ type: "paragraph", runs: [{ text: "Confidential — Prepared for Cedarwood Financial Group by Northbridge Analytics." }] },
],
},
});Response
{
"success": true,
"data": {
"buffer": "JVBERi0xLjQ...",
"mime_type": "application/pdf"
}
}Request
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
report = client.generate_document(
format="pdf",
document={
"metadata": {"title": "Monthly Performance Report — March 2026", "author": "Prepared by Northbridge Analytics"},
"page": {"size": {"preset": "A4"}, "margins": {"top_in_pt": 54, "right_in_pt": 54, "bottom_in_pt": 54, "left_in_pt": 54}},
"content": [
{"type": "headline", "level": "h1", "text": "Cedarwood Financial Group"},
{"type": "headline", "level": "h2", "text": "Monthly Performance Report — March 2026"},
{"type": "separator"},
{"type": "headline", "level": "h3", "text": "Portfolio Summary"},
{
"type": "table",
"header": {"cells": [{"text": "Metric"}, {"text": "Value"}]},
"rows": [
{"cells": [{"text": "Total AUM"}, {"text": "$14,250,000"}]},
{"cells": [{"text": "Monthly Return"}, {"text": "+1.8%"}]},
{"cells": [{"text": "YTD Return"}, {"text": "+5.4%"}]},
{"cells": [{"text": "Benchmark (S&P 500 YTD)"}, {"text": "+4.9%"}]},
{"cells": [{"text": "Alpha"}, {"text": "+0.5%"}]},
],
},
{"type": "separator"},
{"type": "headline", "level": "h3", "text": "Asset Allocation"},
{
"type": "table",
"header": {"cells": [{"text": "Asset Class"}, {"text": "Allocation"}, {"text": "Value"}]},
"rows": [
{"cells": [{"text": "US Equities"}, {"text": "45%"}, {"text": "$6,412,500"}]},
{"cells": [{"text": "International Equities"}, {"text": "20%"}, {"text": "$2,850,000"}]},
{"cells": [{"text": "Fixed Income"}, {"text": "25%"}, {"text": "$3,562,500"}]},
{"cells": [{"text": "Alternatives"}, {"text": "10%"}, {"text": "$1,425,000"}]},
],
},
{"type": "separator"},
{"type": "headline", "level": "h3", "text": "Commentary"},
{"type": "paragraph", "runs": [{"text": "The portfolio outperformed its benchmark by 50 basis points in March. We recommend maintaining the current allocation through Q2."}]},
{"type": "separator"},
{"type": "paragraph", "runs": [{"text": "Confidential — Prepared for Cedarwood Financial Group by Northbridge Analytics."}]},
],
},
)Response
{
"success": true,
"data": {
"buffer": "JVBERi0xLjQ...",
"mime_type": "application/pdf"
}
}Request
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
_, err := client.GenerateDocument(il.GenerateDocumentRequest{
Format: "pdf",
Document: il.DocumentDefinition{
Metadata: il.DocumentMetadata{Title: "Monthly Performance Report — March 2026", Author: "Northbridge Analytics"},
Page: &il.DocumentPage{Size: il.DocPageSize{Preset: "A4"}, Margins: il.DocMargins{TopInPt: 54, RightInPt: 54, BottomInPt: 54, LeftInPt: 54}},
Content: []il.ContentBlock{
il.ContentBlock{"type": "headline", "level": "h1", "text": "Cedarwood Financial Group"},
il.ContentBlock{"type": "headline", "level": "h2", "text": "Monthly Performance Report — March 2026"},
il.ContentBlock{"type": "separator"},
il.ContentBlock{"type": "headline", "level": "h3", "text": "Portfolio Summary"},
il.ContentBlock{"type": "table", "header": map[string]any{"cells": []map[string]string{{"text": "Metric"}, {"text": "Value"}}}, "rows": []map[string]any{{"cells": []map[string]string{{"text": "Total AUM"}, {"text": "$14,250,000"}}}, {"cells": []map[string]string{{"text": "Monthly Return"}, {"text": "+1.8%"}}}, {"cells": []map[string]string{{"text": "YTD Return"}, {"text": "+5.4%"}}}}},
il.ContentBlock{"type": "separator"},
il.ContentBlock{"type": "paragraph", "runs": []map[string]string{{"text": "Confidential — Prepared by Northbridge Analytics."}}},
},
},
})
if err != nil {
panic(err)
}
}Response
{
"success": true,
"data": {
"buffer": "JVBERi0xLjQ...",
"mime_type": "application/pdf"
}
}Template
{
"name": "Generate white-label PDF report in Iteration Layer",
"nodes": [
{
"parameters": {
"content": "## Generate a White-Label PDF Report\n\nAgencies delivering reports under their clients' branding use this recipe to generate white-label PDF reports — with custom headers, color schemes, and content sections.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes before importing. Self-hosted n8n only.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [200, 40],
"id": "d6e7f8a9-b0c1-2345-defa-345678901201",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Generate Report\nResource: **Document Generation**\n\nConfigure the Document Generation parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [475, 100],
"id": "d6e7f8a9-b0c1-2345-defa-345678901202",
"name": "Step 1 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [250, 300],
"id": "d6e7f8a9-b0c1-2345-defa-345678901203",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentGeneration",
"format": "pdf",
"documentJson": "{\n \"metadata\": { \"title\": \"Monthly Performance Report — March 2026\", \"author\": \"Northbridge Analytics\" },\n \"page\": { \"size\": { \"preset\": \"A4\" }, \"margins\": { \"top_in_pt\": 54, \"right_in_pt\": 54, \"bottom_in_pt\": 54, \"left_in_pt\": 54 } },\n \"content\": [\n { \"type\": \"headline\", \"level\": \"h1\", \"text\": \"Cedarwood Financial Group\" },\n { \"type\": \"headline\", \"level\": \"h2\", \"text\": \"Monthly Performance Report — March 2026\" },\n { \"type\": \"separator\" },\n { \"type\": \"headline\", \"level\": \"h3\", \"text\": \"Portfolio Summary\" },\n { \"type\": \"table\", \"header\": { \"cells\": [{ \"text\": \"Metric\" }, { \"text\": \"Value\" }] }, \"rows\": [{ \"cells\": [{ \"text\": \"Total AUM\" }, { \"text\": \"$14,250,000\" }] }, { \"cells\": [{ \"text\": \"Monthly Return\" }, { \"text\": \"+1.8%\" }] }] },\n { \"type\": \"separator\" },\n { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"Confidential — Prepared by Northbridge Analytics.\" }] }\n ]\n}"
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [500, 300],
"id": "d6e7f8a9-b0c1-2345-defa-345678901204",
"name": "Generate Report",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Generate Report",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}Prompt
Generate a white-label PDF report for [client name]. Use the generate_document tool to create an A4 PDF with:
- Client company name as the main heading
- Report title and period as a subheading
- A portfolio summary table with metrics (AUM, monthly return, YTD return, benchmark, alpha)
- An asset allocation table with asset classes, percentages, and values
- A commentary section with market analysis
- A confidentiality footer with the preparing agency name