6 posts tagged with "automation"

You get a mix of PDFs—invoices, contracts, receipts—and you need them sorted by type so the right workflow handles each one. Doing that by hand doesn't scale.

The fix: Define your classification rules on dev.pdf4me.com (using regex or JavaScript expressions), then run the same classification inside Zapier: when a new PDF lands in a folder → PDF4me Classify Document → use the returned Class Name to route or organize. Classification lives in your PDF4me account; Zapier just sends the file and gets back the class.

First, set up your classes on dev.pdf4me.com (e.g. pdf4me_invoice with a regex like invoice(.*)). Then, build the Zap in Zapier: New File in Folder → Classify Document. All steps and screenshots are fact-checked from the PDF4me and Zapier UIs.

You use PDF4me in Zapier to extract data from PDF invoices—but mapping every field from the PDF into your next step can feel unclear. Which action should you use? How do you get vendor name, invoice number, amounts, and dates out of the PDF and into a usable format?

This guide shows a simple, repeatable flow: When a new invoice PDF lands in a Dropbox folder, PDF4me AI - Invoice Parser extracts structured fields (invoice number, vendor name, vendor address, store number, delivery date, subtotal, total, and more). You then upload a text file to the same folder with the extracted data as the file content and the invoice number as the filename. So you get both the original PDF and a small .txt file (e.g. Pdf4me-202503-25041.txt) containing the parsed data—ready for downstream Zaps, spreadsheets, or ERP.

Every step, field name, folder path, and mapping below is fact-checked from the Zapier and Dropbox screenshots. Use it as your step-by-step setup.

You get a mix of PDFs—invoices, contracts, receipts—and you need them sorted by type so the right workflow handles each one. Doing that by hand doesn't scale.

The fix: Define your classification rules on dev.pdf4me.com (using regex or JavaScript expressions), then run the same classification inside n8n: download a PDF (e.g. from Dropbox) → PDF4me Classify Document → use the returned className to route or organize. Classification lives in your PDF4me account; n8n just sends the file and gets back the class.

This guide has two parts. Part 1 is on dev.pdf4me.com: where to go and how to set up your first class (e.g. pdf4me_invoice with a regex like invoice(.*)). Part 2 is on n8n: a three-node workflow (Trigger → Download a file → Classify document) and how to read the result. All steps and screenshots are fact-checked from the PDF4me and n8n UIs.

You get a mix of PDFs—invoices, contracts, receipts—and you need them sorted by type so the right workflow handles each one. Doing that by hand doesn't scale.

The fix: Define your classification rules on dev.pdf4me.com (using regex or JavaScript expressions), then run the same classification inside Power Automate: get a PDF (e.g. from Dropbox) → PDF4me Classify Document → use the returned Class Name to route or organize. Classification lives in your PDF4me account; Power Automate just sends the file and gets back the class.

This guide has two parts. Part 1 is on dev.pdf4me.com: where to go and how to set up your first class (e.g. pdf4me_invoice with a regex like invoice(.*)). Part 2 is on Power Automate: a flow (Get file content using path → PDF - Classify Document) and how to read the result. All steps and screenshots are fact-checked from the PDF4me and Power Automate UIs.

PDFs with plain pages—reports, invoices, contracts—often need consistent branding: your logo, document metadata, page numbers, or legal footers. Doing that by hand for every file doesn't scale.

Here's the approach: A Zapier Zap in three steps: New File in Folder (trigger) → Add HTML Header/Footer (PDF4me) → Upload File. When a new PDF lands in your folder, Zapier sends it to PDF4me, you paste your HTML in the action, and the branded PDF is uploaded back. No code—just configure, map fields, and turn on the Zap.

Result: A plain PDF like sample_3_page.pdf becomes Header_PDF_ZAP.pdf with a professional header showing Document Type, ID, Title, Author, Date, and Revision—ready to share or archive.

Every step name, field, folder path, and mapping below is fact-checked from the Zapier UI in the screenshots. Use this as your setup guide from scratch.

You get a mix of PDFs—invoices, contracts, receipts—and you need them sorted by type so the right workflow handles each one. Doing that by hand doesn’t scale.

The fix: Define your classification rules on PDF4me.com (using regex or JavaScript expressions), then run the same classification inside Make: download a PDF (e.g. from Dropbox) → PDF4me Classify Document → use the returned Class Name to route or organize. Classification lives in your PDF4me account; Make just sends the file and gets back the class.

This guide has two parts. Part 1 is on PDF4me.com: where to go and how to set up your first class (e.g. pdf4me_invoice with a regex like invoice(.*)). Part 2 is on Make: a two-module scenario (Dropbox Download a File → PDF4me Classify Document) and how to read the result. All steps and screenshots are fact-checked from the PDF4me and Make UIs.