◆ Illustrator · layout

Create Report Templates

Set up a shared set of artboards and export presets so engagement teams can produce report packs with consistent PDFs …

2heights
2tasks
1roles do it
See the prompt↓More layout workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Set up a shared set of artboards and export presets so engagement teams can produce report…+
Set up a shared set of artboards and export presets so engagement teams can produce report packs with consistent PDFs and image assets; create standard artboard sizes, define export presets for PDF and PNG at required resolutions, and save the document as a template.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before we roll the template out, make asset production foolproof: create a template with named…+
Before we roll the template out, make asset production foolproof: create a template with named artboards for cover, TOC, and content, add export presets for print PDF, web PNG at 2x, and thumbnail JPEG, include layer naming conventions, and export a short guide and a packaged template so teams can consistently generate report packs without ad‑hoc resizing.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Set up a shared set of artboards and export presets so engagement teams can produce report packs with consistent PDFs and image assets.

Who does this

1 roles
Auditor

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Illustrator — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.