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Automatically generate personalized PDFs with AI! Use AI Agent to extract key data, then feed it to PDFMonkey to instantly create tailored documents. Latenode’s visual editor and affordable pricing make this complex task easy and scalable. Add custom logic with JavaScript for ultimate flexibility.
Connect PDFMonkey and AI Agent in minutes with Latenode.
Create PDFMonkey to AI Agent workflow
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Create a New Scenario to Connect PDFMonkey and AI Agent
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 PDFMonkey, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDFMonkey or AI Agent will be your first step. To do this, click "Choose an app," find PDFMonkey or AI Agent, and select the appropriate trigger to start the scenario.
Add the PDFMonkey Node
Select the PDFMonkey node from the app selection panel on the right.
PDFMonkey
Configure the PDFMonkey
Click on the PDFMonkey node to configure it. You can modify the PDFMonkey URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the PDFMonkey node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
PDFMonkey
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the PDFMonkey and AI Agent 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 PDFMonkey and AI Agent 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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AI Agent
Trigger on Webhook
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PDFMonkey
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDFMonkey, AI Agent, 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 PDFMonkey and AI Agent integration works as expected. Depending on your setup, data should flow between PDFMonkey and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDFMonkey + AI Agent + Google Drive: When a document is generated in PDFMonkey, it's sent to the AI Agent for summarization. The AI Agent's summary is then saved as a new text file in a specified Google Drive folder.
AI Agent + PDFMonkey + Slack: When the AI Agent processes a document and detects urgent data, it triggers PDFMonkey to generate a report. A message is then sent to a specified Slack channel, notifying users of the urgent report's creation.
About PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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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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How can I connect my PDFMonkey account to AI Agent using Latenode?
To connect your PDFMonkey account to AI Agent on Latenode, follow these steps:
Can I automatically fill PDF forms with AI-generated content?
Yes, you can! Latenode allows seamless data transfer. Use AI Agent to generate text, then populate PDFMonkey templates instantly, streamlining document creation.
What types of tasks can I perform by integrating PDFMonkey with AI Agent?
Integrating PDFMonkey with AI Agent allows you to perform various tasks, including:
Can I use JavaScript to manipulate PDFMonkey data in Latenode?
Yes! Latenode's JavaScript blocks allow you to deeply customize and transform PDFMonkey data before sending it to AI Agent workflows.
Are there any limitations to the PDFMonkey and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: