Intelligent Document Assembly: Auto-Sort, Split & Merge PDFs into Professional Packages

Step 1: Trigger Document Collection Processing

Node: Email Trigger IMAP

Settings:

• Mailbox Name: INBOX
• Action: Mark as Read
• Download Attachments: True
• Custom Email Rules: ["UNSEEN", ["SUBJECT", "Invoice Package"]]

Success Looks Like: The workflow is triggered when a new or unread email with the subject “Invoice Package” arrives.

Step 2: Extract and Analyze Document Collection

Node: Code (JavaScript)

Settings: Use the provided JavaScript code to standardize documents from any source. Download JavaScript Code here

Success Looks Like: Each document is transformed into a workflow item, complete with metadata including its filename, and type.

Step 3: Upload Documents to PDF.co

Node: PDF.co API → Upload File

Settings:

• Binary File: True
• Input Binary Field: file
• File Name: ={{ $json.filename }}

Success Looks Like: All PDF attachments are uploaded to PDF.co and return URLs for further processing.

Step 4: Categorize Documents

Node: Switch → Rules

Settings: Configure advanced routing rules:

• Route 1 (Invoice w/ Receipt): {{ $json.filename }} contains "Invoice"
• Route 2 (Project Summary): {{ $json.filename }} contains "Project"
• Route 3 (Delivery Confirmation): {{ $json.filename }} contains "Delivery"

Success Looks Like: Documents are automatically categorized for appropriate handling in the next steps.

Step 5: Split Document

Node: PDF.co API → Split PDF

Settings:

• Preparation: Link Switch output 0 to Split PDF
• URL: ={{ $json.url }}
• Split By: Page Numbers
• Pages: 1-2, 3-5, 6-7 (customize based on your document structure)

Success Looks Like: The invoice is split into three separate documents, each with its corresponding URL.

Step 6: Gather All Documents

Node: Merge → Append

Settings:

• Number of Inputs: 3 (adjust based on your routing)
• Connect the outputs from:
  • Split PDF node
  • Switch output 1
  • Switch output 2

Success Looks Like: All relevant document URLs are combined into a single list for final merging.

Step 7: Prepare Document Sequence for Merging

Node: Code (JavaScript)

Settings: Use the provided JavaScript code to define the merge order. Download JavaScript Code here.

Success Looks Like: Documents are arranged in the correct sequence: Invoice → Project Summary → Terms & Conditions → Delivery Confirmation → Payment Receipt

Step 8: Combine All Documents

Node: PDF.co API → Merge PDF

Settings:

• Input Links: Map the ordered URLs array
  • ={{ $json.urls[0] }}
  • ={{ $json.urls[1] }}
  • ={{ $json.urls[2] }}
  • ={{ $json.urls[3] }}
  • ={{ $json.urls[4] }}

Success Looks Like: All documents are combined into a single, professionally organized PDF package ready for delivery or archival.

Step 9: Apply Completion Stamp

Node: PDF.co API → Add Text/Images to PDF

Settings:

• URL: ={{ $json.url }}
  • Tip: Use the PDF Inspector tool to easily find and fine-tune the placement of text and images on your certificate.
  • Import this sample project in the tool to explore how it works.
• Text Annotations:
  • Text: PROJECT CLOSED | Delivered ☑ Accepted ☑ Paid ☑ | {{ $now.format('DD')}}
  • X: 3.31
  • Y: 822.11
  • Font Size: 10
  • Color: #0E9923
  • Font Name: Segoe UI Symbol
  • Pages: 0-
  • Width: 585.04
  • Height: 17.61
  • Alignment: Center

Success Looks Like: A completion stamp is applied to the bottom of each page in the final document.

Step 10: Save Completed Package to Google Drive

• Node: Google Drive → Upload
• Settings:
  • Input Data Field Name: data
  • Parent Drive From LIst: My Drive
  • Parent Folder From LIst: Completed Invoice

Success Looks Like: The final PDF appears in your designated Google Drive folder.