Hello,
We’re trying to create an automation where when someone sends us an email, that info is used to fill out a document (pdf) and we get the completed form back by email. It’s always the same format. I’d also need to automatically send the extracted data into a SharePoint list or Airtable for tracking purposes.
Has anyone built something like this in Make or is a third-party tool needed for the actual PDF generation? Thanks!
Hi Nelly! This is definitely doable in Make and is actually a pretty common workflow. I’ve built something similar before and it works really well once you get it set up properly.
For the PDF generation part, I’d recommend checking out DocuGenerate since it’s specifically designed for this kind of automation and integrates natively with Make. It handles PDF form filling really smoothly and saves a lot of time on the template mapping.
The overall flow would be: email trigger captures the incoming message, then you’d use a text parser to extract the data you need, generate the filled PDF, send it back via email, and finally push the data to your SharePoint list or Airtable for tracking. The trickiest part is usually extracting structured data from emails, especially if people write them differently each time. You might need some regex or even AI parsing depending on how varied the email formats are. Hope this helps!
Hey @Nelly_GiG
It’s doable easily you can use make in built tools to parse out email. or can use regex or you use chatgpt or any ai model to parse out information. Then if you have any paid pdf designer tool then you can use that with make or html code with cloudconvert is also a good option for this.
I have done several project for invoice creation in similar way. Let me know if you got any speciifc question.
Princy Jain
Make consultant