Document Extraction Workflows
Document data extraction
Create PDFMonkey documents from Tally form responses
A ready-to-use Make workflow that connects Tally, Pdfmonkey. Create PDFMonkey documents from Tally form responses. Customize and deploy in minutes.
MakeFreeCreate Word and PDF documents with Plumsail and send them in Outlook
A ready-to-use Make workflow that connects Onedrive, Plumsail-documents, Microsoft-email. Create Word and PDF documents with Plumsail and send them in Outlook. Customize and deploy in minutes.
Make$4.99Upload files from Google Drive to Docparser
A ready-to-use Make workflow that connects Google-drive, Docparser. Upload files from Google Drive to Docparser. Customize and deploy in minutes.
Make$3.99Create a PandaDoc document when a new HubSpot CRM contact is added
A ready-to-use Make workflow that connects Hubspotcrm, Pandadoc. Create a PandaDoc document when a new HubSpot CRM contact is added. Customize and deploy in minutes.
Make$2.99Extract key info from document via ComPDF AI MCP and upload results as JSON to Google Drive
Automatically download an unstructured document from Google Drive using its file ID, extract key information such as names, dates, amounts, and entities through ComPDF AI MCP, and convert it into structured JSON data stored back in your Google Drive folder. This template transforms unstructured content into machine-readable data, helping you automate information extraction, classification, and downstream analysis — ideal for reports, contracts, invoices, and other text-heavy documents. Before you start: Ensure Google Drive and ComPDF AI MCP connections are properly configured. Prepare a valid Google file ID and folder access permission. If your workflow requires specific fields, define them in advance to map extraction results correctly.
Make$4.99Create a Google Docs document from a webhook response
A ready-to-use Make workflow that connects Gateway, Google-docs. Create a Google Docs document from a webhook response. Customize and deploy in minutes.
Make$3.99Save new Google Drive documents to Parseur
Every time there is new document files in a specified Google Drive folder, Make will automatically upload it to Parseur.
Make$3.99Verify a phone number from a Microsoft 365 Excel worksheet row using Veriphone
Every time a phone number is added to a Microsoft 365 Excel worksheet as a new row, Make will automatically verify it in Veriphone and update the row with data of your choice. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygSME4hqmy03nvSoQ?e=YVqDjb).
Make$3.99Create a document in Zoho Writer from Google Docs
Every time a document is created/updated in your Google Docs, a document in your Zoho Writer is created.
Make$3.99Validate e-mails in Airtable table by Loqate
When a new record is created in Airtable, e-mail from the record is validated by Loqate. If the e-mail is not valid, it is deleted from the table.
Make$3.99Validate email addresses from Gmail using MailboxValidator and adding their data to Google Sheets
Everytime a new email is received in Gmail, Make will automatically validate the email address using MailboxValidator. If the email address is verified, it will look that peron up using Clearbit. If a result is returned it will add that person to a specific Google Sheet based on the validation result of that email address . If no result is returned from Clearbit an error will occur which will be handled by an error handler. This example uses the sheet in [this link](https://docs.google.com/spreadsheets/d/1I_0ORbuaKUyehO5qj7l3iWRNYELfAuG5lQzLfyuSw9A/edit#gid=0).
Make$4.99Create new documents from a template in Plumsail Documents from new entries in Typeform
Every time a new entry is created in Typeform, a new document will be instantly created from a template in Plumsail Documents. Your Typeform is expected to have these custom fields: Name, Surname. If you don’t have these custom fields in your Typeform, you will need to either create them or map different existing custom fields relevant to you. This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: support@plumsail.com.
Make$2.99Validate e-mails in Airtable table by NeverBounce
When a new record is created in Airtable, e-mail from the record is validated by NeverBounce. If the e-mail is not valid, it is deleted from the table.
Make$3.99Upload e-mail attachment to Docparser
A ready-to-use Make workflow that connects Email, Docparser. Upload e-mail attachment to Docparser. Customize and deploy in minutes.
Make$3.99Extract key information from Google Drive files via ComPDF AI and save it as form data
Automatically retrieve files from Google Drive, process them with ComPDF AI to extract key information from unstructured content, and convert the results into structured form data. The completed form is then saved back to your Google Drive workspace for easy review, automation, or downstream processing. This template is ideal for workflows that need to turn reports, PDFs, or text-heavy documents into actionable data — without manual copy-paste or form filling. Before you start: Make sure your Google Drive and ComPDF AI connections are set up. Prepare a valid Google Drive file ID. If your form requires specific fields (e.g., “Customer Name”, “Date”, “Total Amount”), define them in advance so extraction results map correctly.
Make$4.99Save new Google Docs documents to Parseur
When a new Google Docs document is created, this Make scenario automatically sends it to Parseur for further processing. You no longer need to manually export or upload each file. Ideal for teams handling many documents, it streamlines data extraction workflows by feeding documents directly into Parseur’s parsing engine without extra steps.
Make$3.99Validate emails from Google Forms Submissions using MailboxValidator and adding them to a Google Sheet
Every time a new Google Forms response is submitted, Make will automatically validate the email address in that form response using MailboxValidator. If the email is not disposable, it will add a row with the data from that form to a Google Sheet. This example uses the sheet in [this link](https://docs.google.com/spreadsheets/d/1I_0ORbuaKUyehO5qj7l3iWRNYELfAuG5lQzLfyuSw9A/edit#gid=0).
Make$3.99Create a Document from a Template containing data from a record in Airtable
When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.
Make$4.99Create a Google Docs document from a new Wix form submission
A ready-to-use Make workflow that connects Wix, Util, Google-docs. Create a Google Docs document from a new Wix form submission. Customize and deploy in minutes.
Make$3.99Create PandaDoc documents from custom webhook data
A ready-to-use Make workflow that connects Gateway, Pandadoc. Create PandaDoc documents from custom webhook data. Customize and deploy in minutes.
MakeFreeCreate a personalized contract with Docupilot from new Typeform submissions
Every time a new entry is received on your Typeform, Make will automatically create a personalized contract agreement with Docupilot. This template uses [this example](https://thomasgaillard579269.typeform.com/to/Y2OXbc) from Typeform.
Make$2.99Validate e-mails in Airtable table by TrueMail
When a new record is created in Airtable, e-mail from the record is validated by TrueMail. If the e-mail is not valid, it is deleted from the table.
Make$3.99Create Word and PDF documents with Plumsail from Google Forms data
A ready-to-use Make workflow that connects Google-forms, Google-drive, Plumsail-documents. Create Word and PDF documents with Plumsail from Google Forms data. Customize and deploy in minutes.
Make$4.99Extract Remote File Data as JSON in Google Drive with Mindee V2
Automatically extract structured data from any remote file and save the results as JSON in Google Drive using MindeeV2. This template downloads a file from a given URL, sends it to MindeeV2 for processing, and stores the extracted data as JSON file. This template is perfect for quick archiving, integrations, or downstream automation.
Make$4.99
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