1.Detects form submission created
Integrate Zapier Forms and form intake tools to trigger file processing when a new submission is created.
Extract, summarize, and log uploaded PDFs to records
Automatically extracts text and generates summaries across Zapier Forms, Files by Zapier, AI by Zapier, URL Shortener by Zapier, Zapier Tables, and Google Sheets. Get extracted text, AI titles, and updated records when form submissions created, PDF uploads received, or record IDs generatedβso you can review faster without manual reporting.
How this automation logs uploaded PDFs faster
When a PDF is uploaded through the form, delays can slow review and create messy, duplicated notes. This automation converts PDFs to text, generates titles and summaries, shortens sharing links, and updates Zapier Tables and Google Sheetsβso your team can review everything in one place without chasing files.
Zapier Formsor swap with your favorite app
2.Imports PDF to extract text
Integrate Files by Zapier and document extraction tools to extract text from the uploaded PDF.
Files By Zapieror swap with your favorite app
3.Generates title and summaries
Integrate AI by Zapier and content generation tools to generate a title and concise summary responses from extracted text.
AI by Zapieror swap with your favorite app
4.Shortens uploaded file URL
Integrate URL Shortener by Zapier and link management tools to shorten the original uploaded file URL.
URL Shortener by Zapieror swap with your favorite app
5.Updates extracted record
Integrate Zapier Tables and record storage tools to update or create a table record with extracted text, title, summary, and link.
Zapier Tablesor swap with your favorite app
6.Adds reporting row
Integrate Google Sheets and reporting tools to add a new row for the generated title, summaries, and links.
Google Sheetsor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all document processing automations
Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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