Guide · PDFs · Make.com

PDF automation in Make: create, read and extract PDFs

Short answer: To create a PDF in Make, fill a Google Docs template with Create a Document from a Template, then save it as a PDF with Download a Document. You only need Google and Make accounts. To read a PDF, use Make's built-in Make AI Content Extractor. Its Extract text from a document module handles PDFs up to 2,000 pages and 500 MB, and Make's docs say it costs 10 credits per page. To merge, split, compress, fill forms or turn HTML into a PDF, you'll need a PDF app such as PDF.co, CloudConvert or PDFMonkey. We didn't find a built-in module for those jobs.

By Flowpaja · Published · Facts checked

This guide contains affiliate links, marked “affiliate link”.

PDF automation in Make: create PDFs from a Google Docs template, read them with Make AI Content Extractor, and add a PDF app to merge, fill or convert
Create with Google Docs, read with the Content Extractor, and add an app only when you need one.
Checked on 3 October 2026: module names come from Make's app docs on apps.make.com and the app pages on make.com/en/integrations. Credit costs come from Make's Help Center and app docs. Vendor free tiers come from their pricing pages, as seen from a US connection. We haven't built every scenario here in a live account, so check each module's output in a test run before you map it. We earn affiliate commissions from Make. We have no deal with any PDF vendor; they're listed alphabetically, not ranked.

What Make can do with PDFs on its own, and when you need an app

JobWithout a PDF appAdd an app when…Apps with a Make module for it
Create a PDF from a templateGoogle Docs: Create a Document from a Template, then Download a Document as PDFYou need designed layouts, HTML/CSS templates or high volumeAPITemplate.io, CraftMyPDF.com, Documint, DocuGenerate, PDF Generator API, PDF4me, PDFMonkey
Turn HTML or a web page into a PDFNone foundAlwaysAPITemplate.io, CloudConvert, iLovePDF, PDF.co, PDF Generator API, PDF4me
Extract text, including scanned PDFsMake AI Content Extractor: Extract text from a documentYou parse the same layout at volume, or need lower cost per pageDocparser, iLovePDF, Parseur, PDF.co, PDF4me
Pull invoice or receipt fieldsContent Extractor: Extract information from an invoice / from a receiptYour documents aren't invoices or receipts and the AI step isn't reliable enoughDocparser, Parseur (template-trained parsers)
Merge, split or compressNone foundAlwaysCloudConvert, iLovePDF, PDF.co, PDF4me
Fill a fillable PDF formNone foundAlwaysCraftMyPDF.com, PDF.co, PDF4me
Convert a PDF to images or Office filesNone foundAlwaysCloudConvert, iLovePDF, PDF.co, PDF4me

Sources: apps.make.com docs for each app, checked 3 October 2026. "None found" means we found no built-in Make module for the job. You could still script it in the Make Code app (not on the Free plan, per Make's pricing table), but we haven't tested that.

Create PDFs

If you don't have a Make account yet, create a free Make account (affiliate link). The Free plan includes 1,000 credits a month and files up to 5 MB (Make pricing page, 3 October 2026).

Affiliate disclosure: links marked "affiliate link" include our partner code. If you sign up or later buy a paid plan through them, Flowpaja may earn a commission at no extra cost to you. Links to PDF apps on this page are plain links. More on the tools page.

Free route: Google Docs template to PDF

  1. Make the template in Google Docs, with tags where the data goes: {{client}}, {{invoice_no}}, {{amount}}, {{due_date}}.
  2. Google Docs › Create a Document from a Template: pick the template and map a value to each tag under Values. Make's docs say to type tag names without the curly braces. Set a title and a folder.
  3. Google Docs › Download a Document: map the new document's ID from step 2 (check the field name in a test run) and set Type to PDF. Make describes Type as "the target file format", and Google lists PDF as an export format for Docs. The output is a file you can map into Gmail, Drive or any file field.

Alternative: Google Drive › Download a File can do the same conversion with its "Convert Google Documents/Spreadsheets/Slides/Drawings Files to Format" option. Cost: about 2 credits per PDF. Each run also leaves a Google Doc behind; keep it as your editable copy, or add Google Docs › Delete a Document.

Designed PDFs from HTML: when Google Docs isn't enough

Choose a template service when you need pixel-precise layouts, tables that break across pages, charts or barcodes, or a lot of documents. You design the template in the vendor's editor or in HTML/CSS, then send data from Make. The generate modules, per Make's app docs: APITemplate.io (Create a PDF, Create a PDF from HTML), CraftMyPDF.com (Generate a PDF Document, Generate an Invoice PDF), Documint (Create a document; a paid Documint account is needed), DocuGenerate (Generate a Document), PDF Generator API (Generate document, HTML to PDF) and PDFMonkey (Generate a Document, plus a Watch Documents trigger). Some return a link or finish asynchronously, so check a test run's output for file data before you attach it. If you only get a URL, fetch the file with HTTP › Download a file.

Worked example 1: one invoice PDF per row, emailed to the client

An Invoices sheet has one row per invoice and a Status column. When you set Status to Ready, the scenario creates the PDF, drafts the email with the PDF attached, and marks the row:

  1. Schedule it, for example hourly on weekdays.
  2. Google Sheets › Search Rows with Status equal to Ready. Each row comes out as its own bundle, so you don't need an Iterator.
  3. Google Docs › Create a Document from a Template, with your tags mapped and the title Invoice {{invoice_no}}.
  4. Google Docs › Download a Document, with Type set to PDF.
  5. Gmail › Create a draft email: To is the client's email. Under Attachments, File name is Invoice-{{invoice_no}}.pdf and Data is the file data from step 4. The draft is your check before anything reaches a client. Once the drafts look right, you can switch to Gmail › Send an email, which has the same Attachments field.
  6. Google Sheets › Update a Row: set Status to Drafted and save the date, so the row isn't picked up again.

Cost: 1 credit per run for Search Rows, plus about 4 per invoice. Twenty invoices come to about 80 credits a month, plus the scheduled runs, which cost a credit even when they find nothing. See Make credits explained.

Using our Invoice Reminder template? It sends polite reminder emails for unpaid invoices in your sheet. It doesn't create or attach PDFs, so build the steps above as a separate scenario. How the reminders work: invoice reminders from Google Sheets.

Many PDFs in one email: the Array aggregator pattern

A frequent Make Community question: one PDF per row, all attached to one email. The shape that works:

  1. Search Rows, then Create a Document from a Template and Download a Document (PDF) for each row.
  2. Flow Control › Array aggregator, with Source Module set to Search Rows, the module that produces the bundles, not the download module.
  3. Add Gmail › Send an email after the aggregator. Then reopen the aggregator and set Target structure type to the Gmail Attachments field. Make's docs say the dropdown lists the "Array of Collections" fields of the modules that follow. Map File name and Data from the download step.
  4. In Gmail, switch on Map for Attachments and map the aggregator's Array.

Gmail runs once, with every PDF attached. Make's file limit applies to each file, and Gmail has its own attachment limits, so link a Drive folder if the email gets too big. See Iterator vs Aggregator.

Read and extract data from PDFs

Make AI Content Extractor: what it reads, and the limits

It's built into Make, so there's no account or connection to set up. Make says your data "is never stored or used for AI training", and names Microsoft as the provider behind the document modules. The ones for PDFs:

  • Extract text from a document: text, tables and multi-column layouts from PDF, JPEG/JPG, PNG, BMP, TIFF, HEIF, DOCX, XLSX, PPTX and HTML. Page Ranges (such as 1,3-6) or Limit restrict which pages it processes.
  • Extract information from an invoice: vendor name, line items, totals, tax, due date and more.
  • Extract information from a receipt: merchant, date, items and total.

Limits (Make docs, updated 2 October 2026): up to 2,000 pages and 500 MB. Password-locked PDFs must be unlocked first. You can pass a file (File name and Data from a download module) or a public URL.

Cost: Extract text from a document costs 10 credits per page, and the invoice and receipt modules cost 10 credits per operation. The app is in beta, and Make says pricing may change. Plan: Make's own pages disagree. The app docs say it "is available on paid plans", but the pricing table and credits page list it on all plans. Check in your account before you build on Free.

Multi-page PDFs

Pages drive the cost. A 12-page contract costs 120 credits, and the Free plan's 1,000 credits cover about 100 pages a month before any other module runs. If the totals are on page 1, set Page Ranges to 1. If the text comes back in more than one piece, join it with a Text aggregator before an AI step.

Pull specific fields (invoice number, total, due date)

For invoices and receipts, the dedicated modules return fields directly. For other documents, such as purchase orders, delivery notes or forms, chain two steps:

  1. Extract text from a document, to get the raw text.
  2. Make AI Toolkit › Extract information from text. Add one item per field you want, with a Name, a Description and a Type, such as po_number (text: "the purchase order number, usually starting with PO"). With Make's AI Provider, this costs credits based on tokens. Make's Toolkit docs give the Free plan a weekly limit of 200,000 input tokens.

Prefer your own AI provider? Gemini's Extract structured data and the Claude and OpenAI apps can do the same job with your own API key, for 1 credit per run plus the provider's token bill. See Claude and Gemini in Make and Make + ChatGPT (OpenAI). Whichever you use, check the field names in the output of a test run before you map them.

Worked example 2: supplier invoice email → extract → human check → Google Sheets

  1. Gmail › Watch emails on a label such as Invoices, with "Only emails with attachments/media" switched on.
  2. Flow Control › Iterator over the attachments, with a filter that lets only .pdf files through. Our guide to saving Gmail attachments to Drive covers this step, and filing the PDF in Drive.
  3. Make AI Content Extractor › Extract information from an invoice: source File, with the file name and data mapped from the iterator's current item.
  4. Google Sheets › Add a Row in an Inbox tab: vendor, invoice number, dates, total and currency, picked from the output after a test run, plus Status To check.
  5. Human check: someone compares each row with the PDF and sets Status to Approved. Only approved rows move on, for example to QuickBooks or Xero.

Cost: about 12 credits per invoice PDF (10 for the extractor, plus the iterator and Add a Row), plus the trigger. If Watch emails runs on a schedule (no "instant" tag), each check costs 1 credit even when there's no mail.

Never let extracted money fields trigger a payment without a person looking. One cheap safeguard: search the sheet for the same vendor and invoice number before adding the row, and flag duplicates.

Scanned PDFs and OCR

Extract text from a document reads image-based PDFs too. Make's own example is "pulling invoice fields from a scanned PDF". For a single photo, Extract text from an image reads printed or handwritten text for 2 credits, but Make says it's meant for simple text, not tables. Skewed or blurry scans cause more mistakes, so keep the human check. Need a searchable PDF file instead of text? iLovePDF (OCR PDF) and PDF4me (PDF OCR) have modules for that.

PDF to Excel or Google Sheets

You don't need an OpenAI Assistant. Extract the data, then use Google Sheets › Add a Row: one row per document, or an Iterator on the invoice's line items for one row per line. If you need an actual .xlsx file, PDF4me has a PDF to Excel module.

Merge, split, compress, fill and convert

These jobs need an app. The modules, as named in Make's app docs on 3 October 2026:

AppUseful modulesMaintained by (per Make)
CloudConvertMerge Files (into one PDF), Optimize a File (PDF, PNG, JPG), Convert a File, Capture a Website (PDF, JPG or PNG)Make
iLovePDFMerge a PDF, Compress a PDF, Extract PDF Text, OCR PDF, HTML to PDF, Office to PDF, PDF to JPGThe vendor (iLovePDF)
PDF.coMerge a PDF, Split a PDF, Compress and Optimize PDF, Fill a PDF Form, Convert HTML to PDF, Convert from PDF, Parse a Document, Remove Password and Security from PDFThe vendor (Artifex Software)
PDF4meMerge Multiple PDFs, Extract Pages, Compress PDF, Fill a PDF Form, PDF to Excel, PDF OCR, Convert HTML to PDF. Make's docs say you need an active PDF4me subscription to connect.The vendor (PDF4me)

Most of these apps work on files you pass in, then return a file or a link. As with the generators, check the output of a test run before you map the next step. Only remove a PDF's password when you're entitled to.

Free tiers of the PDF apps (as seen 3 October 2026)

Each app needs its own account on top of Make. This is what the vendors' pricing pages showed from a US connection. We don't quote paid prices. Vendors count usage differently (documents, pages, credits), so don't compare the numbers one to one.

AppFree option shown
APITemplate.ioFree plan: 50 images or PDFs a month, 3 templates
CloudConvertFree: 10 conversion credits a day
CraftMyPDF.comFree plan: 50 PDFs or images a month, 3 templates
Docparser14-day free trial
DocuGenerateFree: 20 documents a month
Documint14-day free trial (no free plan shown)
iLovePDF (API)2,500 free credits a month after registering
ParseurFree tier: 20 pages a month
PDF Generator API14-day free trial
PDF.coFree trial (no free plan shown)
PDF4meFree trial “for limited calls” on the API plans (the free tier shown is for its browser tools)
PDFMonkeyFree plan: 20 documents a month, plus a 30-day trial with 300 documents

File-size limits and credits

  • Make's file limit per plan: Free 5 MB, Core 100 MB, Pro 250 MB, Teams 500 MB, Enterprise 1,000 MB (pricing page and Make's file docs). Make's file docs say a file over the limit is handled according to the scenario's "Enable data loss" setting.
  • The plan limit applies first. The Content Extractor accepts 500 MB, but on Free a 12 MB scanned PDF passed through the scenario is over the 5 MB limit. We haven't tested whether the extractor's URL option gets around this, and invoices shouldn't sit at a public URL anyway.
  • Credits: most modules cost 1 credit per run whatever the file size. Make's example is Google Drive Upload a File. The Content Extractor costs 10 per page (Extract text from a document), 10 per operation (invoice or receipt) or 2 (image). PDF apps cost 1 credit per module run in Make, plus the vendor's own charges.

Common PDF errors in Make

  • A "missing font" error, or the PDF won't open. In a Make Community thread (February 2026), this happened after the file data went through Create JSON and a webhook to a second scenario. The fix was to upload the file in the same scenario. Pass a Drive file ID or link between scenarios, not the raw file data.
  • Empty or 0-byte file. The Data field is usually mapped to the whole attachments array or to a text field. Remap it to the current item's file data. When sending a PDF to an AI API over HTTP, a community answer suggests base64-encoding the binary file data, and uploading larger files through the provider's file endpoint.
  • Password-locked PDF: the Content Extractor needs the lock removed first.
  • File too large: check your plan limit, or compress the file with a PDF app first.
  • A tag isn't replaced in the generated document: the tag in the Google Doc must match the Value exactly. Retype it in one go, without changing the formatting inside it.
  • Empty extracted fields on some PDFs: usually a different layout or a poor scan. Send those rows to the human check rather than guessing.

Error messages explained: Make error cheat sheet. To keep one bad PDF from stopping the run: Make error handling.

Sources checked (3 October 2026)

  • Make app docs: Make AI Content Extractor (updated 2 Oct 2026); Make AI Toolkit; Google Docs and Google Docs modules; Google Drive modules; Gmail modules; Flow control (Array aggregator); Working with files (updated 2 Oct 2026)
  • Make app docs for CloudConvert, CraftMyPDF.com, Docparser, DocuGenerate, Documint, iLovePDF, Parseur, PDF.co, PDF Generator API, PDF4me, PDFMonkey, APITemplate.io; app pages on make.com/en/integrations
  • Make Help Center: Credits (updated 2 Oct 2026); make.com/en/pricing (file size per plan, features per plan)
  • Google for Developers: export MIME types for Google Workspace documents (PDF for Docs)
  • Vendor pricing pages, as seen from a US connection
  • Make Community threads 110436, 102700, 113544 and 100885 (questions and answers from users, not Make)

FAQ

Can Make.com create PDFs?
Yes. Without a PDF app, fill a Google Docs template with Google Docs › Create a Document from a Template, then use Google Docs › Download a Document with the Type set to PDF. That costs about 2 credits per PDF. For designed or HTML templates, apps such as PDFMonkey or APITemplate.io have Make modules, but each needs its own account.
How do I extract text from a PDF in Make?
Use the built-in Make AI Content Extractor › Extract text from a document. It reads PDFs up to 2,000 pages and 500 MB, and costs 10 credits per page (Make docs, 3 October 2026). Use Page Ranges to process only the pages you need. The app is in beta. Make's app docs say it's for paid plans, but the pricing table and credits page list it on all plans, so check it in your account.
Can Make read scanned PDFs (OCR)?
Yes. Extract text from a document reads image-based PDFs and image files, and Make's docs use pulling invoice fields from a scanned PDF as an example. For a single photo, Extract text from an image reads printed or handwritten text for 2 credits. Poor scans cause mistakes, so keep a human check for money fields.
How do I convert a PDF to Excel or Google Sheets with Make?
Extract the data, then write rows. Use the Content Extractor's invoice or receipt module, or Extract text from a document followed by Make AI Toolkit › Extract information from text. Then use Google Sheets › Add a Row, with an Iterator on the line items if you want one row per line. If you need an actual .xlsx file, PDF4me has a PDF to Excel module.
How do I attach multiple PDFs to one email in Make?
Generate one PDF per row, then add a Flow Control › Array aggregator with Source Module set to the module that produces the rows, such as Google Sheets › Search Rows. Set Target structure type to the Gmail module's Attachments field, then map the aggregator's array into Attachments in Gmail › Send an email. Gmail runs once and the email carries every PDF.
What's the maximum PDF size Make can handle?
It depends on your Make plan: 5 MB on Free, 100 MB on Core, 250 MB on Pro, 500 MB on Teams and 1,000 MB on Enterprise (Make pricing page, 3 October 2026). Make AI Content Extractor accepts up to 500 MB and 2,000 pages, but your plan's file limit still applies to files you pass through the scenario.
Do I need PDF.co, PDFMonkey or CloudConvert, or can Make do it alone?
Make can create PDFs from Google Docs templates and read them with Make AI Content Extractor without a PDF app. We found no built-in Make module to merge, split, compress, fill forms, or convert HTML or web pages to PDF. For those, use an app such as CloudConvert, iLovePDF, PDF.co or PDF4me. Each needs its own account on top of Make.
How many credits does PDF extraction use?
Per Make's docs on 3 October 2026, Extract text from a document uses 10 credits per page, and Extract information from an invoice or from a receipt uses 10 credits per operation. Extract text from an image uses 2. A 3-page PDF through Extract text from a document costs 30 credits. The app is in beta, and Make says pricing may change.

Sending invoices as PDFs? Get the unpaid ones chased politely

Our Polite Invoice Reminder template sends friendly, firm and final reminders from your Google Sheets invoice list. Test mode is on by default, and every email text is editable. It sends reminder emails only. It doesn't create or attach PDFs, so run it next to the PDF scenario above. $19 once, set up in your own Make and Google accounts.

PDF step failing? Send us the exported blueprint and a description of the error, no logins or calls needed: Make scenario fix / debugging on Fiverr, from $25.

← All guides · All templates

Make, Google, Google Docs, Google Drive, Google Sheets, Gmail, Microsoft, APITemplate.io, CloudConvert, CraftMyPDF, Docparser, DocuGenerate, Documint, iLovePDF, Parseur, PDF.co, PDF Generator API, PDF4me and PDFMonkey are trademarks of their owners. Flowpaja is independent and not affiliated with or endorsed by them. Features, limits, free tiers and credit costs change; check each vendor's current docs.