PDF Filler is a powerful tool for automating PDF document workflows, enabling users to upload, find, and create distributable forms. By integrating with Relevance AI, you can enhance these capabilities with AI-driven insights and automation, transforming how you handle documents.
PDF Filler streamlines the management of PDF documents, allowing for efficient uploads and form creation. With Relevance AI, you can leverage advanced AI Agents to automate and optimize these processes, making your workflows smarter and more responsive.
Document Intelligence Mastery
Empowers the AI Agent with advanced PDF analysis and content extraction capabilities for deeper document understanding
Workflow Orchestration
Enables seamless automation of complex document processes through intelligent routing and approval chain optimization
Integration Versatility
Harnesses PDFFiller's robust API ecosystem for seamless connection with existing business systems and workflows
Relevance AI seamlessly integrates with PDF Filler to enhance your document workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The PDF Filler integration with Relevance AI leverages secure OAuth 2.0 authentication to enable automated document workflows, form creation, and distribution. The integration handles complex PDF operations (like document upload, search, form creation) in the background—managing error handling, format validation, and API rate limits automatically.
Built-in document validation and format conversion ensure your PDF workflows maintain consistency and compliance, even when processing varied document types and form structures.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the PDF Filler + Relevance AI integration without writing code:
- Start with organized documents: Ensure your PDF documents are well-structured and named consistently for easier retrieval.
- Utilize pre-built forms: Leverage Relevance AI's capabilities to create and distribute forms quickly, using templates where possible.
- Verify OAuth credentials: Double-check that your OAuth credentials are correctly configured and have the necessary permissions for seamless integration.
- Test workflows before deployment: Run your document workflows with sample data to identify any issues before going live.
- Monitor API usage: Keep an eye on your API call limits and implement rate limiting strategies to avoid throttling.
