I use Pages to write my invoices and save a PDF version as well.
Currently, when I'm done, I press Command-S to save, Command-P to bring up the print dialog, select "Save as PDF…" from the PDF menu in the bottom left corner, then I navigate to the correct folder (e.g. ~/Invoices/2017/Open/) and then press Save. Then I close the Pages file and prepare an email to the client with the PDF attached.
I'd love to have a way (with a shortcut?) to perform these steps automatically.
I'm guessing I need to use Automator, but do I create a Workflow, an Application or a Service? Most examples I've found start with a Finder item, not an open document. Or should I be using AppleScript?