• AI-generated narrative reports: Claude analyses form inputs and produces complete, flowing documents — not filled-in templates, but original prose that synthesises and analyses the data.
• Detailed report instructions: Configure a prompt telling Claude exactly how to structure the report, what framework or legislation to apply, what tone to use, and how to handle the form data.
• Context documents: Upload reference material (.docx, .txt, .md, .pdf) - such as legislation, policies, regulatory guidance, sample reports - that Claude can draw on when generating the report.
• Style templates: Upload a .docx file to apply its styles (fonts, headings, margins) to the generated report. Include a cover page, table of contents, or other front matter by placing a {{REPORT_CONTENT}} marker in the template.
• Form summary appendix: Optionally append the raw form responses (Q&A format) after the report as a reference appendix. This appendix is generated directly by the plugin (not by AI).
• Configurable AI model: Choose from Claude Haiku (fastest, lowest cost), Sonnet (balanced), or Opus (most capable).
• Adjustable report length: Set the maximum output length from short (~750 words) to very long (~12,000+ words). 
• Custom filenames: Configure filename templates with tokens like {{entry_id}}, {{date}}, and {{timestamp}}.
• Multiple report fields per form: Add more than one AI Report field to a form. Combined with Gravity Forms conditional logic, different form answers can trigger different report configurations.
• Streaming via Cloudflare Worker proxy: For production use, the plugin can be configured to route API calls through a Cloudflare Worker to keep your API key off the browser and avoid hosting timeout limits. Cloudflare's free tier includes a generous number of requests per day.
• Browser-side generation option: For simpler setups where API key exposure is not a concern (e.g., in a trusted, password-protected environment), reports can be generated directly in the browser without any need for a Cloudflare proxy.
• Delivery built in: The form submitter can download the report or send it to an email address or both. Configurable per form.
• Retention controls: Keep reports indefinitely, delete after delivery, or delete after a configured period. Includes an admin "Stored Reports" area.
• Secure document handling: Reports are stored in a non-web-accessible directory and served through authenticated, token-protected handlers. 

Do I need GravityMerge AI to use Report Builder?

No. Report Builder is a standalone plugin. It requires Gravity Forms and an Anthropic API key, but does not depend on GravityMerge AI.

Do I need an API key?

Yes. Report Builder uses Claude to generate report content. You need an Anthropic API key, which you can obtain at platform.anthropic.com.

How much does each report cost?

That depends on the selected model and report length. A typical report using Sonnet costs roughly $0.01–0.10. Longer reports with extensive context documents cost more. It is your responsibility to monitor API costs.

What is a Cloudflare Worker proxy and do I need one?

It's a small script that runs on Cloudflare's network and relays API calls to Anthropic. It keeps your API key off the browser (meaning a malicious actor can't find it by inspecting code through browser inspection tools). It's recommended for production use but not required. You can also use browser-side generation for simpler setups. Cloudflare's free tier is sufficient for most sites.

Can I control the report structure?

Yes. The report instructions (system prompt) give you detailed control over section headings, analytical frameworks, tone, audience, and how each form field should be treated. The more specific your instructions, the more consistent the output.

What are context documents?

Reference material you upload for Claude to draw on, such as legislation, policies, sample reports, Q&As, regulatory guidance, etc.

What is a style template?

A .docx file whose formatting (fonts, heading styles, margins, page layout) is applied to the generated report. If you include a {{REPORT_CONTENT}} marker in the template, everything before it (cover page, table of contents, document control table) is preserved, and the generated content is inserted at the marker's position.

How long does report generation take?

Typically 30–90 seconds depending on report length, model choice, and the amount of context provided. Reports based on large numbers of form fields and substantial context can take longer.

Can I use Report Builder for things other than reports?

Yes. You can use if for any document where the output should be an analytical narrative or structured output based on form inputs. 

Is there a limit on how many reports I can generate?

There are no plugin-level limits. Your usage is governed by your Anthropic API quota and your hosting resources.