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Derek
Derek

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Building Document Processing Workflows Tailored to Business Needs – No Code Required

In modern businesses, automating document processing workflows not only improves efficiency but also reduces human error, ensuring streamlined and consistent processes. With the Make platform, you can quickly build workflows that meet specific business needs without any coding experience. Today, we’ll walk you through an example, demonstrating how to use ComPDFKit’s PDF to Word feature to effortlessly complete document conversion.

Read More on Using ComPDF on Make

  1. Connect Apps: Choose the source of the PDF file you wish to process and choose the place where you want to save your result files, such as Google Drive, Dropbox, local drive, etc.

I chose Google Drive as an example. Remember to click on Create a connection to connect your Google Drive. If you don’t know how to connect, please follow the given instructions.

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  1. Choose the ComPDF Features You Need: Follow the steps below to add the necessary triggers or actions.

In this step, only the first action, CreateTask, can be selected based on your needs, while the others need to be added as the steps below. The whole workflow shows like the picture below.

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Select the PDF features you want, usually related to CreateTask. All supported features on the Make platform can be checked here.

Click “+” and choose ComPDFKit PDF Converter FileUpload.

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Then, set the FileUpload as shown in the following picture:

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Click “+” again and choose ComPDFKit PDF Converter StartTask. set it as shown below:

Add a flow control repeater to repeat the next process (GetFileInformation from ComPDFKit PDF Converter). Then, set it as shown below:

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Add GetFileInformation from ComPDFKit PDF Converter and configure it.

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Add a Router to check if the converted Word file link is generated.

Add two routes:

Tools: If the conversion result file is not generated, it will wait a few seconds and repeat retrieving the file information.

HTTP: If the result file is generated, a file URL will be returned.

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  1. Choose a drive to store the resulting files: For example, select Google Drive to store the converted file.

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  1. Stop the Process: Choose Stop to complete the file processing.

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  1. Choose Flow Control —> Commit to end the workflow.

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