Extract Metadata from Word using Zapier

PDF4me Extract Metadata from Word action retrieves comprehensive document properties and metadata from Word documents within Zapier workflows. This powerful metadata extraction service outputs built-in properties (title, author, subject, keywords, company, creation date, modification date, page count, word count) and custom properties as structured JSON—perfect for document cataloging, compliance tracking, audit trails, content management integration, and automated document classification workflows across cloud storage platforms and business applications.

Authenticating Your API Request

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Key Features

• Built-in Properties: Extract title, author, subject, keywords, company
• Date Information: Creation date, modification date, last print date
• Document Statistics: Page count, word count, character count
• Custom Properties: Extract user-defined custom document properties
• JSON Output: Structured JSON format for easy integration

Parameters

Complete list of parameters for the Extract action.

Important: Parameters marked with an asterisk (***) are required and must be provided for the action to function correctly.

Parameter	Type	Description	Example
File Name***	String	Word Document Name • Filename with .docx or .doc extension • Used for processing identification • Supports dynamic naming from Zap variables	document.docx
Document***	File	Word File Content • Map from previous step (Drive/Dropbox/HTTP) • Binary Word document for metadata extraction • Must be valid Word format	[File]

Output

Table

Table View

Parameter	Type	Description
Metadata	Object	JSON object with document properties

JSON

JSON Response Format

{
  "Metadata": {
    "Title": "Q4 Financial Report",
    "Author": "John Doe",
    "Subject": "Financial Analysis",
    "Keywords": "finance, Q4, report",
    "CreatedDate": "2024-01-15T10:30:00Z",
    "ModifiedDate": "2024-01-20T15:45:00Z",
    "PageCount": 25,
    "WordCount": 5280
  }
}

Zap Integration

Zapier Workflow Usage

• Document Cataloging: Index documents by metadata
• Compliance Tracking: Track document dates and authors
• Content Management: Populate CMS with document properties

Scenario Examples

Document Indexing

Automated Document Catalog Indexing Workflow

Complete Scenario Steps:

1. Trigger: New document uploaded to library
2. Get Document: Retrieve Word file
3. Extract Metadata: Get all document properties
4. Parse JSON: Extract title, author, keywords
5. Create Index Entry: Insert metadata to catalog database
6. Tag Document: Apply tags based on keywords
7. Update Search Index: Add document to search system
8. Email Cataloging Team: Send indexing confirmation
9. Archive Original: Store in indexed archive
10. Log Event: Record catalog entry creation

Business Benefits:

• Catalogs 500+ documents monthly automatically
• Metadata extraction enables searchability
• Automated indexing eliminates manual data entry
• Reduces cataloging time from 10 minutes to 30 seconds

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Compliance Tracking

Document Compliance Audit Trail Workflow

Complete Scenario Steps:

1. Trigger: Quarterly compliance audit
2. List Controlled Documents: Get all from compliance folder
3. Extract Each Metadata: Loop through documents
4. Check Modification Dates: Verify last modified within policy
5. Check Authors: Validate authorized authors
6. Generate Audit Report: Create compliance report
7. Flag Violations: Identify out-of-compliance documents
8. Email Compliance: Send audit results
9. Archive Report: Store audit evidence
10. Update Compliance Log: Record audit event

Business Benefits:

• Audits 200+ documents quarterly
• Metadata tracking provides compliance evidence
• Automated audit reduces manual review time by 90%
• Complete audit trail for regulators

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CMS Integration

Automated CMS Population Workflow

Complete Scenario Steps:

1. Trigger: Document uploaded to staging folder
2. Get Document: Retrieve Word file
3. Extract Metadata: Get properties and stats
4. POST to CMS API: Send metadata to content management
5. Create CMS Record: Title, author, keywords indexed
6. Upload to CMS Storage: Save document to CMS
7. Link Metadata: Associate metadata with file
8. Email Content Team: Notify of new content
9. Move to Archive: File processed to archive
10. Log Integration: Record CMS integration event

Business Benefits:

• Integrates 300+ documents monthly to CMS
• Automated metadata population improves search
• Eliminates manual CMS form filling
• Reduces content onboarding from 15 to 2 minutes

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Industry Use Cases & Applications

Compliance & Audit

• Document Audit Trails: Extract modification dates and authors for compliance audit evidence
• Version Control Tracking: Monitor document versions using creation and modification timestamps
• Author Verification: Validate document authors match authorized personnel lists
• Retention Policy Enforcement: Check creation dates against retention schedules for archival decisions
• Controlled Document Management: Track document properties for ISO/quality management compliance

Content Management

• CMS Integration: Populate content management systems with document titles, authors, keywords
• Search Indexing: Extract keywords and subject for full-text search engine indexing
• Document Classification: Categorize documents based on subject and keyword metadata
• Library Cataloging: Index corporate document libraries using extracted properties
• Tag Generation: Auto-generate document tags from keywords and subject fields

Legal & Professional

• Matter Document Tracking: Extract metadata for legal matter document management systems
• Discovery Document Indexing: Catalog discovery documents by author, date, subject for review
• Contract Management: Extract contract parties, dates, subjects for contract database population
• Privilege Log Generation: Use document metadata to auto-generate privilege log entries
• Document Production: Track production document metadata for litigation database systems

Publishing & Documentation

• Manuscript Tracking: Extract author, title, word count for manuscript management systems
• Publishing Workflow: Route documents based on author and modification date metadata
• Style Guide Compliance: Check document properties match publishing style guide requirements
• Content Analytics: Analyze document statistics (word count, page count) for content planning
• Multi-Author Coordination: Track document authors and modification dates in collaborative projects

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