How-To

From Idea to PDF Report in 60 Seconds

Browse a task, fill out a form, review the results, and export a polished PDF. Here is what that looks like, step by step.

February 13, 20266 min read

The Scenario

You have a podcast recording tomorrow morning. The guest is a venture capitalist who focuses on climate tech. You need a research brief: their background, recent investments, published opinions, conversation starters, and topics to avoid. Normally this takes two to three hours of searching, reading, copying notes, and formatting everything into something you can actually reference during the interview.

With Flockx, the entire process takes about 60 seconds of your time. Not 60 seconds of waiting. Sixty seconds of active work: choosing a task, filling out a short form, and clicking confirm. Your AI team handles the research, writing, and formatting. You review the result and export a clean PDF.

Here is exactly what that looks like.

Time Breakdown

Choose

5s

Configure

30s

Review

5s

Results

15s

Export

5s

Total active time: ~60 seconds

1

Choose a Task

Open the task list from the chat overlay. Select the task you need.

From the chat interface, open the task drawer. You see a list of available tasks organized by category. Each task card shows a title, a short description, and the team member who handles it.

What You See

The task drawer slides open from the right side of the chat. Tasks are listed as cards you can browse. For this scenario, you are looking for:

Sage

Guest Research Brief

Sage researches a guest's background, work, and talking points for your interview.

Click the card. That is step one. Five seconds.

2

Configure with the Dynamic Form

Answer a few targeted questions. The form adapts based on the task you selected.

After selecting the task, a form appears. This is not a generic text box. The form is built specifically for the task you chose, with fields that capture exactly the information the specialist needs to produce a great result.

Form Fields for "Guest Research Brief"

Guest Name

Sarah Chen

Topics to Cover

Climate tech investing, recent fund, portfolio companies, views on carbon markets

Depth Level

Quick OverviewDetailed BriefDeep Dive

Format Preferences

Include conversation starters, flag any controversial topics, bullet-point format

The form takes about 30 seconds to fill out. You are not writing a prompt from scratch. You are answering specific questions that shape the output. The difference matters: structured input produces structured output.

The Form Does the Prompt Engineering for You

Behind the scenes, your form answers are compiled into a detailed prompt tailored to the specialist handling the task. You do not need to think about how to phrase things for the AI. Just answer the questions like you would brief a colleague.

3

Review the Compile Preview

See a summary of what will run before confirming.

Before anything executes, you see a compile preview. This shows you a summary of the task configuration: who is handling it, what inputs you provided, and what the output will include. It is your chance to catch anything you want to adjust.

Compile Preview

TaskGuest Research Brief
Specialist
SageSage
GuestSarah Chen
DepthDetailed Brief
Output includesBio, recent work, talking points, conversation starters

Everything looks right. Click confirm. Five seconds.

4

Get Results

Full markdown results appear in the task drawer. Review and edit if needed.

Sage runs the research. The results appear in the task drawer as a complete, formatted document in markdown. You are not getting a raw text dump. You are getting a structured deliverable with clear sections, bullet points, and organized information.

What the Result Looks Like

## Guest Brief: Sarah Chen

Managing Partner, Green Horizon Ventures

### Background

Former engineer at Tesla Energy. Founded Green Horizon in 2022. Fund I: $85M focused on Series A climate tech...

### Recent Activity

- Led Series A for CarbonTrack ($12M, Jan 2026)
- Published "Why Carbon Markets Need Transparency" on Substack
- Spoke at CleanTech Forum, keynote on grid-scale storage...

### Conversation Starters

1. CarbonTrack investment thesis
2. Her take on carbon credit regulation in 2026
3. The gap between hardware and software in climate tech...

...continues with talking points, topics to avoid, and links to sources

Scan the output. Everything checks out. If you want to tweak a section, you can edit the markdown directly in the drawer. About 15 seconds to review.

5

Export as PDF

One click generates a formatted PDF you can share, print, or save.

At the top of the results view, click the export button. Flockx converts the markdown into a clean, formatted PDF. Headers are styled. Bullet points are organized. Links are preserved. The document looks like something you spent an hour formatting in Google Docs.

Your PDF

Guest_Brief_Sarah_Chen.pdf

3 pages, formatted and ready to share

Save it to your files, share it with your producer, or pull it up on your tablet during the recording. The PDF is yours.

Five seconds. Done.

The Full Picture

The Old Way

2-3 hours

Google, read, copy, organize, format, export

With Flockx

60 seconds

Choose, configure, confirm, review, export

Beyond Research: Other Tasks That Follow the Same Flow

The guest research brief is one example. The task flow works the same way for every task in the library. Browse, configure, confirm, review, export. The form changes based on the task. The specialist changes based on who is best for the job. The output always lands as formatted markdown you can export as a PDF.

Maya

Brand Consistency Report

Maya, Marketing Strategy

Scan your recent content for tone and voice drift. Get a scored report with specific passages flagged and rewrite suggestions included.

Sage

Competitive Analysis

Sage, Strategic Planning

Enter up to five competitors. Get a side-by-side breakdown of positioning, pricing, content strategy, and actionable opportunities.

Clara

Content Audit

Clara, Content Creation

Evaluate your existing content for SEO gaps, outdated information, and missed opportunities. The output includes specific action items per piece.

Alex

Outreach Campaign Plan

Alex, Ambassador

Identify target partners, draft personalized messages, and get a follow-up schedule. The full outreach plan exports as a PDF you can hand to your team.

Every task in the library follows the same five-step pattern. The form handles the prompt engineering. The specialist handles the execution. The export handles the formatting. You handle the decisions.

Pair Tasks with Recurring Schedules

Any task you run once can be set to run on a recurring schedule. If you want a competitive analysis every Monday or a content audit every month, configure it once and it runs automatically. Read more about this in Set It and Forget It: How Recurring AI Tasks Free Up Your Creative Time.

Why the Task Flow Changes How You Work

The important thing about the task flow is not speed, although 60 seconds versus 3 hours is hard to ignore. The important thing is that it turns deliverables into a routine. When producing a research brief costs two hours, you do it rarely. When it costs 60 seconds, you do it for every guest, every meeting, every decision that needs context.

The bar for "is this worth doing?" drops dramatically. A brand consistency check that you would never schedule manually becomes something you run biweekly without thinking about it. A competitive analysis that used to be a quarterly project becomes a weekly habit.

That is the real unlock. Not just faster work, but more of the work that matters.

Try Your First Task

Open the task drawer, pick a task, fill out the form, and see the results for yourself. Sixty seconds.