Step 1: Email Trigger & attachments

Node: Email Trigger (IMAP)

Goal: Watch for new emails with subject “Legal Documents” and download attachments.

Settings

• Download Attachments: Enabled

Options → customEmailConfig: ["UNSEEN", ["SUBJECT", "Legal Documents"]]

• What happens: Each new matching email becomes one execution, with its attachments available as binary.attachment_0, binary.attachment_1, etc.

Step 2: Upload each attachment to PDF.co (to obtain stable, public URLs)

Reason: PDF.co cannot download OAuth-protected links or private blobs; you upload binary and get a temporary URL to use downstream (merge, parser, etc.).

You can use your custom PDFco Api nodes (as in your sample), or do it transparently with two HTTP nodes:

1. Get Presigned URL (POST)
2. PUT Binary to presignedUrl

If you prefer the custom nodes you already have (PDFco Api, PDFco Api1, PDFco Api2, PDFco Api3) that say “Operation: Upload File to PDF.co” with binaryData = true and binaryPropertyName = attachment_n — perfect. Each of those will output a JSON with the final url.

In your sample, you map:

• attachment_0 → Engagement_Agreement
• attachment_1 → Filled_Form
• attachment_2 → SOW
• attachment_3 → MNDA

Each of these must output a json.url field for later.

API Reference (for completeness):

POST https://api.pdf.co/v1/file/upload/ → returns url

Docs: https://docs.pdf.co/api-reference/file-upload/upload

Step 3: Parse the filled form to extract client data

Node: HTTP Request (name: HTTP Request)

Endpoint Used: Document Parser Docs: https://docs.pdf.co/api-reference/documentparser/overview

Settings

• Method: POST
• URL: https://api.pdf.co/v1/pdf/documentparser
• Headers:
  • Content-Type: application/json
  • x-api-key: YOUR_API_KEY

Body: JSON

 {
  "url": "{{ $json.url }}",
  "outputFormat": "JSON",
  "templateId": "YOUR_TEMPLATE_ID",
  "async": false,
  "inline": "true"
}

• Make sure the item entering this node is the “Filled_Form” upload output (so {{ $json.url }} points to the filled form’s uploaded URL). Use your real templateId from: https://app.pdf.co/document-parser-tool/playground/choose-template

Output shape (simplified):

{
  "body": {
    "objects": [
      { "name": "project_title", "value": "XYZ Rollout" },
      { "name": "client_name", "value": "Acme Corp" },
      { "name": "reference_id", "value": "REF-4492" },
      { "name": "generated_at", "value": "2025-11-09 13:10" }
    ]
  }
}

Step 4: Build a clean filename (optional but recommended)

Node: Code (name: Code1)

Goal: Create a safe fileName (and coverName) for later nodes, using parser output.

Code (copy–paste):

/**
 * Build a clean, safe filename from parser output
 * Uses body.objects values (prefer by key names)
 */
function sanitize(s = '') {
  return String(s)
    .trim()
    .replace(/[\/\\:*?"<>|]+/g, '')
    .replace(/\s+/g, ' ')
    .replace(/[\s]+/g, '_')
    .replace(/[^\w.-]+/g, '_')
    .replace(/_+/g, '_')
    .replace(/^_+|_+$/g, '');
}

function pick(objects, keyName, idxFallback = 0) {
  if (Array.isArray(objects)) {
    const byKey = objects.find(o =>
      (o?.name || o?.key || o?.field || '').toString().toLowerCase() === keyName
    );
    if (byKey?.value) return byKey.value;
    return objects[idxFallback]?.value;
  }
  return undefined;
}

return items.map(item => {
  const objects = item.json?.body?.objects || [];
  const rawProject = pick(objects, 'project_title', 0) ?? 'Untitled_Project';
  const rawClient  = pick(objects, 'client_name', 1)   ?? 'Unknown_Client';

  const project = sanitize(rawProject);
  const client  = sanitize(rawClient);

  const date = new Date().toISOString().slice(0,10);
  const base = `${project}_${client}_${date}`.slice(0, 180);

  return {
    json: {
      ...item.json,
      projectTitle: rawProject,
      clientName: rawClient,
      fileBase: base,
      fileName: `${base}.pdf`,
      coverName: `00_Cover_${base}.pdf`
    }
  };
});

Step 5: Generate the cover page from your PDF.co HTML Template

Node: PDFco Api4

Endpoint Used: HTML to PDF (from Template)

Docs: https://docs.pdf.co/api-reference/pdf-from-html/convert-from-template

Settings

• Operation: URL/HTML to PDF
• Convert Type: htmlTemplateToPDF
• templateId: YOUR_HTML_TEMPLATE_ID
  • templateData: (this must match the keys your template expects)

 {
  "project_title": "{{ $json.body.objects[0].value }}",
  "client_name":   "{{ $json.body.objects[1].value }}",
  "reference_id":  "{{ $json.body.objects[2].value }}",
  "generated_at":  "{{ $json.body.objects[3].value }}"
}

• If your parser keys are named, use them (e.g., {{ $json.body.objects.find(o => o.name==='project_title').value }}) — but the simple index form is fine if your order is stable.

Advanced Options → name: ={{ $json.fileBase }}_Cover

• What happens: PDF.co renders your template with those values → returns a url to the generated cover PDF.

Step 6: Gather all PDF URLs (cover + four uploaded documents)

Node: Merge (mode: Wait for all inputs)

Connect inputs from:

• PDFco Api3 (Cover page)
• PDFco Api1 (Filled_Form upload → also goes to parser)
• PDFco Api (Engagement_Agreement upload)
• PDFco Api2 (SOW upload)
• PDFco Api4 (MNDA upload)

Then: a Code node to collect URLs and build a final merged name.

Code (copy–paste):

// Collect URLs, keep first 5, build final name
function sanitizeName(s = '') {
  return String(s)
    .trim()
    .replace(/[\/\\:*?"<>|]+/g, '')
    .replace(/\s+/g, ' ')
    .replace(/[\s]+/g, '_')
    .replace(/[^\w.\-]+/g, '_')
    .replace(/_+/g, '_')
    .replace(/^_+|_+$/g, '');
}

const incoming = $input.all();
const urls = [];
const nameHints = [];

for (const it of incoming) {
  // Most PDFco upload/convert nodes return { url, name }
  const u = it.json?.url || it.json?.fileUrl || it.json?.downloadUrl;
  if (typeof u === 'string' && /^https?:\/\//i.test(u)) {
    urls.push(u);
  }
  nameHints.push(it.json?.name, it.json?.fileName, it.json?.filename);
}

// keep order, de-dup, cap at 5
const seen = new Set();
const unique = [];
for (const u of urls) {
  if (!seen.has(u)) { seen.add(u); unique.push(u); }
  if (unique.length >= 5) break;
}

// final merged filename (prefer existing base from upstream if present)
const base = sanitizeName($json.fileBase || 'AttachmentPacket');
const fileName = `${base}.pdf`;
const out = { fileName, urls: unique };
unique.forEach((u, i) => out[`url${i + 1}`] = u);
return [{ json: out }];

You’ll now have:

• url1..url5
• fileName (e.g., AcmeCorp_ProjectX_2025-11-09.pdf)

Step 7: Merge PDFs

Node: PDFco Api5

Endpoint Used: PDF Merge

Docs: https://docs.pdf.co/api-reference/merge/pdf

Settings

• Operation: Merge PDF
• url (multiple): map your ordered list:

={{ $json.urls[1] }}   // e.g., Cover
={{ $json.urls[0] }}   // Agreement
={{ $json.urls[2] }}   // Filled Form
={{ $json.urls[3] }}   // MNDA
={{ $json.urls[4] }}   // SOW

• Adjust order to your preference (cover first).

Advanced Options → name: ={{ $json.fileName }}

• Response: Returns a url to the merged booklet.

Step 8: Download merged file and upload to Google Drive

Node: HTTP Request (GET merged file)

• URL: ={{ $json.url }}
• Options → Response → Format: File
• Binary Property: data

Node: Google Drive → Upload File

Settings:

• Operation: Upload
• Input Data Field Name: data
• Parent Drive from List: My Drive
• Parent Folder by ID: Select your destination folder

What This Does: Uploads the finalized PDF into your chosen Drive folder.