PDF4me
DocumentsRun document automation on the PDF4me v2 REST API, converting, merging, splitting, compressing, securing, watermarking, and OCRing PDF and Office files. Agents handle whatever shape a document arrives in.
What This Integration Enables
Breadth is easy to claim and hard to make useful. PDF4me earns it by covering the case where you do not control what arrives. A claims packet, a supplier onboarding bundle or a loan file is not a format, it is a pile: a .docx narrative, a phone photo of a receipt, a forty page duplex scan with blank separator pages, a password-protected bank statement, and a CSV somebody exported at the last minute. A connector that only speaks PDF forces a branch per input type, and each branch is a separate vendor with separate failure modes. PDF4me collapses that into one credential. Convert To PDF selects its engine from the file extension. Delete Blank Pages cleans up what the scanner added. OCR PDF gives the image-only pages a text layer. Extract PDF Tables and Extract PDF Text By Expression pull structured values back out with regex support including groups, quantifiers and anchors.
The Office coverage is the part that most document APIs skip. Word documents can be merged, watermarked, password-protected with an editing restriction, have pages deleted or placeholder text replaced, and have their metadata read. Excel workbooks can be merged, built from CSV, watermarked, protected at three separate levels and unlocked again. That matters because real business processes do not end at the PDF. A statement gets converted to Excel so the analyst can reconcile it, a proposal gets assembled from separately maintained .docx sections, a template gets filled by find and replace. Agents built on FlowRunner use those operations as ordinary flow steps, which means a document that arrives in an inconvenient shape stops being a reason for a person to open it and becomes an automation exception only when the content, not the format, needs judgment.
Without FlowRunner
With FlowRunner
Use Case Scenarios
Mixed-Format Claim Intake
The packet lands. Convert To PDF normalizes the Word narrative and the three receipt photos, using the file extension to pick the right engine. Delete Blank Pages strips the separators the duplex scanner inserted so the page count reflects real content. OCR PDF runs against the scanned section. Extract PDF Tables pulls the service line items and Extract PDF Text By Expression captures policy numbers, dates and totals with a regex per field. The agent reconciles the sum of the line items against the claim header and writes the structured result to the claims system, attaching the normalized PDF and the extracted values together so the adjuster sees the source and the reading side by side.
Turning Statements Into Something Finance Can Reconcile
A bank or vendor statement arrives as a PDF, and reconciliation means somebody retyping it. Unlock PDF removes the protection if the file is encrypted. Convert PDF To Excel detects the table boundaries, headers and cells and returns an .xlsx workbook, applying OCR to scanned pages when needed. Merge Excel Files consolidates the month's statements into one workbook, Add Excel Text Watermark marks it INTERNAL, and Protect Excel locks the worksheet contents before it is shared. The reconciliation that used to start with data entry now starts with a workbook.
Assembling and Securing an Outbound Document Set
A proposal is maintained as separate .docx sections by separate owners. Merge Word Documents combines them with the first document defining the resulting styles, and Replace Word Text fills client name, date and reference placeholders. Convert To PDF locks the layout. Add Page Numbers To PDF stamps a "# of {1}" format across the document, Add Image Stamp To PDF places the signature block, and Protect PDF applies an open password with a permission policy that allows printing but not copying. The finished file attaches to the opportunity in Salesforce and the covering message goes through Outlook.
Human-in-Loop Highlight
OCR PDF asks you to choose a tier, and the choice is consequential in a way that leaves no trace in the output. Draft costs one API call per file and suits mostly-digital documents. High Accuracy costs two API calls per page and is intended for scans. Run Draft against a genuine scan and you do not get an error. You get a searchable PDF full of confident, plausible, wrong characters, and Extract PDF Text By Expression then matches a regex against that text and returns an invoice total that is off by a digit with no confidence score attached to argue with. Nothing downstream can tell a well-recognized 8 from a badly-recognized 3. So before any OCR-derived monetary figure posts to a claim or a ledger, the agent puts the source in front of a person: it renders the originating page with Convert PDF To Images, posts it in Slack beside the extracted values, and asks, "Claim [ref] line totals were read from a scanned page at [tier] OCR. Extracted total [amount], header total [amount]. Page image attached. Confirm the reading, or send this page for re-recognition at High Accuracy?" The agent is fast at reading a thousand pages. It has no way to know when it read one of them wrong, and that is precisely the boundary where the work should stop and ask.
Agent Capabilities
37 actionsConversion
8- Convert To PDF Converts a Word, Excel, PowerPoint, OpenDocument, RTF, TXT, CSV, Visio or image file into a PDF. PDF4me selects the conversion engine from the file extension, so the File Name must carry the correct extension. This is the normalization step at the front of any intake flow that does not control what arrives.
- Convert PDF To Word Converts a PDF into an editable Word document, preserving text flow, tables and images. Scanned or image-only PDFs are recognized automatically when Run OCR When Needed is left enabled. The High Quality tier handles complex layouts at the cost of speed and credits.
- Convert PDF To Excel Extracts tables and structured data from a PDF into an Excel workbook, detecting table boundaries, headers and cells and applying OCR to scanned pages when needed. This is the action for turning invoices, bank statements and financial reports into something a finance team can reconcile.
- Convert PDF To PowerPoint Converts a PDF into an editable PowerPoint presentation, turning each PDF page into its own slide while preserving text, images and layout. Used to make a received deck editable again.
- Convert HTML To PDF Renders an HTML file, or a ZIP archive containing HTML plus its CSS, JavaScript and image assets, into a PDF using a headless browser. Full CSS3 styling, web fonts and background graphics are supported. Use Convert URL To PDF instead when the page is already published.
- Convert URL To PDF Renders a live public web page to PDF with a headless browser, capturing CSS styling, images and JavaScript-rendered content. Supports optional Basic, OAuth or API Key authentication for pages behind a login, which makes it usable for archiving receipts, dashboards and order confirmations that require a session.
- Convert Markdown To PDF Renders a Markdown file, or a ZIP archive of Markdown plus referenced images, into a formatted PDF. Headings, emphasis, lists, tables, links, blockquotes and fenced code blocks are all styled. Useful for publishing runbooks, changelogs and technical notes as documents.
- Convert PDF To Images Renders selected PDF pages as image files at a chosen width and format, accepting a page selection such as all, last, 1,3,5 or 2-5. Every generated image is stored in FlowRunner file storage, which suits page thumbnails, previews and putting a source page in front of a reviewer.
PDF Tools
13- Merge PDFs Combines two or more PDF documents into a single file, preserving the order in which the files are supplied. There is no fixed input limit, though the combined request must stay within the account file size limit. Used for assembling contracts, report sets and scan batches.
- Split PDF Splits one PDF into several documents. Choose Split Every N Pages for fixed-size chunks, Split After Page for a single break, Split At Page Numbers to break at a list of pages, or Extract Page Ranges to pull out ranges. Every resulting document is stored in FlowRunner file storage.
- Compress PDF Reduces PDF file size using a selectable optimization profile. Web and Web Maximum target fast online delivery, Print and Print Maximum preserve print fidelity, Print Grayscale converts to greyscale, and the maximum profiles prioritize the smallest possible file.
- Rotate PDF Rotates pages by 90, 180 or 270 degrees clockwise, or 90 degrees counter-clockwise. Leave Pages empty to rotate the whole document, or supply a selection to rotate only those pages. The rotation is written into the page structure rather than merely displayed, so it survives downstream processing.
- Extract PDF Pages Creates a new PDF containing only the pages you select, accepting single pages, comma-separated lists and ranges. Bookmarks, annotations and form fields on the extracted pages are preserved, which matters when the extract is the document that gets filed.
- Delete PDF Pages Permanently removes the selected pages from a PDF and returns the remaining document. Accepts single pages, lists and ranges with numbering starting at 1. Used for stripping cover sheets, separators and confidential appendices before a document leaves the organization.
- Delete Blank Pages Detects and removes blank pages, with control over whether a page counts as blank when it has neither text nor images, when it has no text, or when it has no images. This is the standard cleanup step for duplex scan batches that insert empty pages between documents.
- Protect PDF Encrypts a PDF with a password and applies a permission policy controlling what recipients may do with it. Grant everything with All Permissions, lock it down with No Permissions, or allow a single capability such as copying, annotating, form filling or printing.
- Unlock PDF Removes password protection from a PDF so it can be processed by other operations without supplying credentials, using the document's current password. Run it first when a protected PDF needs to be merged, compressed or converted downstream.
- Add Text Watermark To PDF Stamps a text watermark such as DRAFT or CONFIDENTIAL onto selected pages, with configurable font, size, color, opacity, rotation and alignment. Placing the mark behind the page content keeps the underlying text readable.
- Add Image Stamp To PDF Overlays an image such as a logo, signature or rubber stamp onto selected pages, with configurable alignment, size, margins and opacity. Accepts PNG, JPG and GIF, and a transparent PNG gives the cleanest result.
- Add Page Numbers To PDF Stamps page numbers using a format template where # is the current page and {1} is the total count, for example "# of {1}". Alignment, font size, styling and margins are configurable, and the first page can be skipped for title pages.
- Find And Replace PDF Text Searches a PDF for an exact, case-sensitive string and replaces every occurrence across the pages you select. An empty replacement deletes the matched text. Page selection accepts single pages, lists, ranges and open ranges such as 1- for the whole document.
OCR and Recognition
2- OCR PDF Runs optical character recognition on a scanned or image-based PDF and returns a fully searchable, selectable and editable document. Draft costs one API call per file and suits mostly-digital documents, while High Accuracy costs two API calls per page and is intended for scans. Skip Pages With Text avoids re-processing pages that already carry a text layer.
- Extract Text From Image Runs optical character recognition on a JPG, PNG, BMP or TIFF image and returns the recognized text. Use it to read scanned receipts, screenshots, photographed documents and labels inside a flow without converting them to PDF first.
Content Extraction
3- Extract PDF Text And Images Extracts the text content and, optionally, the embedded images from a PDF. Text is returned as an array of strings and each extracted image is stored in FlowRunner file storage with its URL. Use it to feed document content into downstream AI, search or data-processing steps.
- Extract PDF Text By Expression Scans a PDF for every substring matching a regular expression and returns all matches as an array. Supports standard regex syntax including groups, quantifiers and anchors, which suits pulling invoice numbers, dates, totals, order references and URLs out of documents with inconsistent layouts.
- Extract PDF Tables Detects table structures in a PDF and returns each table as rows of cell values together with its column count, with the first row typically holding the headers. Use it to pull line items out of invoices, statements and reports without converting the whole document to a spreadsheet.
Excel
5- Merge Excel Files Combines several Excel workbooks into a single .xlsx file, appending them in the order supplied. Useful for consolidating monthly exports, regional reports or per-user spreadsheets into one workbook before analysis or distribution.
- Convert CSV To Excel Parses a CSV file and returns it as a formatted Excel workbook, with configurable column delimiter and character encoding so comma, semicolon and tab separated exports are all supported. Turns a raw system export into a spreadsheet a non-technical recipient can open directly.
- Add Excel Text Watermark Adds a text watermark such as DRAFT or INTERNAL to a workbook, with configurable font family, size, color and semi-transparency. Used to mark spreadsheets before they circulate for review or leave the organization.
- Protect Excel Password-protects a workbook at up to three levels: a password required to open the file, protection of the workbook structure, and protection of worksheet contents. The worksheet protection scope selects whether cell contents, drawing objects, scenarios or everything is locked.
- Unlock Excel Removes password protection from a workbook using its current password, returning an unprotected .xlsx file. Run it before merging, watermarking or otherwise processing a protected workbook in an automated pipeline.
Word
6- Merge Word Documents Combines several Word documents into a single .docx file, appending them in the order supplied. The first document acts as the base and defines the resulting styles, which makes it the right anchor for a proposal assembled from separately maintained sections.
- Add Word Text Watermark Adds a text watermark to a Word document with configurable font, size, color, transparency and orientation. Horizontal, Vertical, Diagonal and Upside Down placements are available, and semi-transparency keeps the document text readable underneath.
- Replace Word Text Finds and replaces text throughout a Word document, with optional case-sensitive and whole-word matching. An empty replacement deletes the matched text instead. Commonly used to fill placeholders in .docx templates such as client names, dates and reference numbers.
- Delete Word Pages Removes pages from a Word document, either by page range using start and end page, or by an explicit selection such as 2,4,6 or 1-3,5,7-9. At least one of Start Page, End Page or Pages must be supplied, and giving only Start Page deletes from there to the end.
- Protect Word Document Applies security to a Word document: an optional password required to open it, and an editing restriction limiting recipients to read-only access, comments, form fields or tracked revisions. Setting the restriction to No Protection applies only the open password.
- Extract Word Metadata Reads the document properties of a Word file including author, title, subject, keywords, company, revision number, total editing time, and the page, word, character and paragraph counts. Custom document properties are returned alongside the standard ones.
Frequently Asked Questions
What can FlowRunner do with PDF4me?
FlowRunner agents can run Convert To PDF, Convert PDF To Word, and Convert PDF To Excel in PDF4me, plus 34 more actions.
Does connecting PDF4me to FlowRunner require OAuth?
No. PDF4me connects to FlowRunner with an API key, no OAuth flow required.
Can PDF4me trigger a FlowRunner workflow automatically?
PDF4me doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
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