Workflow Builder
Automate your PDF processing by chaining multiple operations into a single reusable pipeline. Upload once, process everything — no manual steps, no intermediate files.
Open Workflow Builder Read the DocsHow It Works
The Workflow Builder lets you visually chain PDF operations together. Each step takes the output of the previous step as its input, forming an automated processing pipeline. Define it once, then run it any time with new files.
Key Features
Visual Editor
Click or drag operations to build workflows. Steps auto-connect into a pipeline — insert between existing steps by dropping onto a connection line.
Reusable Pipelines
Save workflows and run them repeatedly with different input files. Start from pre-built templates or import shared workflows from JSON files.
Configurable Parameters
Click any step to open the Properties panel. Configure compression levels, page ranges, watermark text, rotation angles, PDF/A conformance, passwords, and more.
Automated Processing
No manual downloads between steps. The system passes files through the pipeline automatically, saving time and eliminating errors.
Export & Import
Export workflows as JSON files to share with colleagues, back up your library, or migrate between environments. Import with a single click.
Right-Click Menus
Right-click any step to move it up or down, or delete it with automatic pipeline reconnection. Right-click a connection to insert a step or remove it.
Execution History
Track every workflow run with timestamps, status, and downloadable output files. Review past results any time.
Templates
Start from pre-built templates for common tasks like archival, report building, document security, and OCR text extraction.
Available Operations
Build your pipeline from over 30 PDF operations across six categories:
Conversion
PDF to Word, Excel, Images, PDF/A and more
Page Management
Merge, split, extract, rotate, remove pages
Editing
Watermarks, page numbers, metadata, redaction
Security
Password protection, encryption, digital signing
Optimisation
Compression, repair, OCR, linearisation
Extraction & Analysis
Extract text, images, embedded files, metadata
Example Use Cases
- Monthly Report Builder — Convert Word and Excel files to PDF, merge them into a single report, add page numbers and a company watermark, then compress for email.
- Archive Preparation — Convert incoming documents to PDF/A for long-term archiving, add metadata, and linearise for fast web viewing.
- Scanned Document Processing — Run OCR on scanned PDFs, extract the text, and compress the output for storage.
- Secure Distribution — Merge documents, add a confidential watermark, password-protect the result, and compress it for secure sharing.
- Invoice Processing — Extract pages from multi-page invoices, add Bates numbering, and split into individual files per invoice.
Ready to automate your PDF workflows?
Create a free account and start building your first workflow in minutes.
Create Account Open Workflow Builder