The PDF step handles all PDF operations in your workflow. It supports five actions: Extract, Extract Structured, Merge, Form Fill, and Create PDF.

Extract text content and form field values from an uploaded PDF automatically. The output includes the full OCR text and any detected form fields.

• Extract text from uploaded documents for AI summarization or analysis
• Read form field values from filled PDF forms
• Process uploaded contracts, invoices, or applications

Takes a PDF file from an upstream step as input. Returns the full text content and any detected form field values. Output fields are pre-configured.

Parse a PDF into user-defined structured fields. Define the fields you want (invoice number, total, line items, dates) and the step extracts them directly from the document.

• Extract specific data from invoices, receipts, or financial documents
• Parse applications or intake forms into structured records
• Pull key fields from contracts for review or comparison

Takes a PDF file from an upstream step as input. You define your own output fields, and the content is parsed into them. Takes the PDF directly, no separate Extract step needed.

Combine multiple PDFs into a single document. Pages appear in the order of the input array.

• Assemble report packages from separately generated sections
• Bundle multiple documents into a single attachment for email
• Combine uploaded and generated PDFs into one file

Takes multiple PDF files from upstream steps. Downloads all PDFs, merges them in order, and uploads the result. Returns a downloadable PDF with metadata (file name, size, and page count).

Fill a PDF form template with data from your workflow. Upload a PDF form template once, then fill it dynamically with different data each time the workflow runs.

• Generate filled W-9s, applications, or intake forms at scale
• Populate tax forms or compliance documents with workflow data
• Create personalized documents from a standard template

Upload a PDF form template in the step settings. Define input fields matching the form fields and connect data from upstream steps. Returns a downloadable PDF with metadata (file name, size, and page count). Set flatten to true to produce a non-editable PDF.

Generate a styled PDF from HTML content. Pair with AI Generate to create polished reports, proposals, or summaries from workflow data.

• Generate polished PDF reports from workflow data
• Create proposals or summaries formatted for professional distribution
• Convert AI-generated HTML content into downloadable PDFs

Takes HTML content and converts it to a PDF. You can configure the orientation (portrait or landscape) and paper size. Returns a downloadable PDF with metadata (file name, size, and page count). The body must be non-empty.

Can I generate styled PDFs from HTML?

Yes. Use the Create PDF action with HTML content as input. Full CSS styling is supported, including custom fonts and layouts. Pair with AI Generate (HTML mode) for AI-written reports.

Can I extract data from scanned PDFs?

The Extract action handles text content from native PDFs and form fields. Heavily image-based or scanned PDFs without text layers may not extract cleanly.

Can I fill the same PDF form template with different data each run?

Yes. Upload the template once in the step settings, then connect input fields to upstream workflow data. Each run produces a filled PDF with the current run's data.

How do I merge generated and uploaded PDFs?

Connect multiple PDF file outputs into the Merge action's input. Files are combined in the order they are connected, producing a single downloadable PDF.