Customer Engagement Summary Spreadsheet to PDF Automation

Step 1: Monitor Inbox for Customer Engagement Reports

Node: Email Trigger (IMAP)

What Happens Here

This step listens to your inbox and triggers the workflow whenever a new unread email with the subject line “Customer Engagement Summary” arrives. It also fetches the attachment (spreadsheet) so the next steps can process it automatically.

Configuration Details

• Download Attachments: true

Custom Email Config: ["UNSEEN", ["SUBJECT", "Customer Engagement Summary"]]

• This ensures only new, unread emails with the matching subject trigger the flow.

Success Looks Like: The workflow starts immediately when an email with a spreadsheet attachment is received, and the file is available as binary data for conversion.

Step 2: Upload Attachment to PDF.co

Node: PDFco Api (Upload File to PDF.co)

What Happens Here

This node uploads the spreadsheet attachment received from the email trigger to PDF.co’s cloud so it can be processed and converted in the next step.

Configuration Details

• Operation: Upload File to PDF.co
• Binary Data: true
• Binary Property Name: attachment_0 (the first attachment)
• Name: ={{ $json.subject }} (sets the uploaded file name dynamically)

Success Looks Like: PDF.co returns a secure url pointing to the uploaded spreadsheet.

Step 3: Convert Spreadsheet to PDF

Node: PDFco Api1 (Convert to PDF)

What Happens Here

This step converts the uploaded spreadsheet file into a high-quality PDF.We also apply an autosizing parameter so the layout fits nicely in portrait orientation, ensuring the final PDF looks polished.

Configuration Details

• Operation: Convert to PDF
• Convert Type: fromXlsx
• URL: ={{ $json.url }} (from previous node)

Advanced Options → Profiles: {'std_params': {'autosize': 'true'}}

What this does: autosize: true ensures the spreadsheet columns and rows adjust automatically during conversion, so no content is cut off in the PDF.

Success Looks Like: PDF.co returns a new url pointing to the converted PDF file.

Step 4: Download the PDF

Node: HTTP Request

What Happens Here

This step takes the PDF.co output URL and downloads the PDF file into the workflow as binary data, ready for uploading.

Configuration Details

• URL: ={{ $json.url }} (from PDF.co conversion step)
• Method: GET

Success Looks Like: The workflow successfully fetches the PDF file, and it’s available in memory for the final upload step.

Step 5: Upload PDF to Google Drive

Node: Google Drive

What Happens Here

This step uploads the final PDF to a specific Google Drive folder. This folder can be shared with your team or used as an archive.

Configuration Details

• Parent Drive: My Drive
• Parent Folder: Select your destination folder ID (e.g., “OUTPUT_FOLDER”)
• Operation: Upload (automatically picks the binary file)

Success Looks Like: Your new Customer Engagement Summary PDF appears in the output folder with the same filename as the original spreadsheet.