Email Automation with Signed PDF for Daily Portfolio Reports

Client Goal 
The client, a large investment management firm, needed an automated system to generate daily portfolio reports for high-profile customers. Each customer required a personalized PDF reflecting their trades and fund transactions, delivered securely via email with digital signatures. 

Challenges Faced 

• Manual generation of daily portfolio reports was time-consuming and prone to errors. 

• Each customer required personalized calculations based on portfolio type and investment details. 

• Secure delivery and signature of PDFs for multiple high-value clients needed a reliable automated workflow. 

• The process required centralized storage, tracking, and reporting for compliance purposes.

Our Approach / Contribution 
Star Knowledge implemented a Power Automate workflow to automate the end-to-end generation, signing, and distribution of daily portfolio reports. The workflow was triggered by uploading a master Excel file containing customer trade and fund data to a specified folder. Each customer’s data was filtered and processed to perform necessary calculations. Word templates were dynamically populated based on portfolio type, converted into PDF, digitally signed using Adobe Sign connectors, and then stored in SharePoint. Finally, the signed PDFs were emailed to the respective customers automatically. 

Solutions Delivered 

• Automated data extraction from Excel files for each customer’s portfolio. 

• Dynamic population of Word templates with calculated portfolio data. 

• PDF conversion and digital signing using Adobe Sign connectors. 

• Automated upload of signed PDFs into structured SharePoint folders. 

• Email distribution of signed reports to respective customers. 

• Workflow configured for unattended, daily execution ensuring timely delivery.

Business Outcomes / Results 

• Efficiency: Daily portfolio reports delivered automatically without manual intervention. 

• Accuracy: Reduced errors in calculations and report generation. 

• Compliance & Security: Digitally signed PDFs ensured secure and auditable delivery. 

• Scalability: Workflow accommodated increasing customer volume without extra effort. 

• Timely Communication: Customers received daily portfolio updates consistently, improving transparency and client satisfaction.

Conclusion / Impact 
The automated solution transformed the client’s reporting process, ensuring timely, secure, and accurate delivery of daily portfolio reports. By leveraging Power Automate and Adobe Sign, the client achieved operational efficiency, enhanced compliance, and elevated customer trust.