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Use AI Agent to extract key data from documents and feed it to pdfFiller to automatically populate forms, simplifying document processing at scale. Latenode’s visual editor and affordable execution pricing make it easier than ever.
Connect AI Agent and pdfFiller in minutes with Latenode.
Create AI Agent to pdfFiller workflow
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Create a New Scenario to Connect AI Agent and pdfFiller
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or pdfFiller will be your first step. To do this, click "Choose an app," find AI Agent or pdfFiller, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the pdfFiller Node
Next, click the plus (+) icon on the AI Agent node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
AI Agent
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pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the AI Agent and pdfFiller Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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pdfFiller
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, pdfFiller, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and pdfFiller integration works as expected. Depending on your setup, data should flow between AI Agent and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
pdfFiller + AI Agent + Google Drive: When a new document is uploaded to pdfFiller, it is sent to the AI Agent for summarization. The original document and the summary are then saved in a specified Google Drive folder.
pdfFiller + AI Agent + Slack: When a new document is uploaded to pdfFiller, the AI Agent extracts key dates. A notification containing these dates is then sent to a designated Slack channel.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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How can I connect my AI Agent account to pdfFiller using Latenode?
To connect your AI Agent account to pdfFiller on Latenode, follow these steps:
Can I automatically populate pdfFiller forms using AI Agent data?
Yes, you can! Latenode's visual editor makes it easy to map AI Agent's outputs to pdfFiller fields, streamlining data entry and document creation effortlessly.
What types of tasks can I perform by integrating AI Agent with pdfFiller?
Integrating AI Agent with pdfFiller allows you to perform various tasks, including:
How to trigger an AI Agent flow with a new pdfFiller submission?
Latenode allows you to trigger AI Agent workflows instantly upon new pdfFiller submissions, automating your document processing pipeline.
Are there any limitations to the AI Agent and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: