Use Cases
- Automatically extract leads from incoming PDF resumes.
- Streamline lead generation from PDF forms submitted online.
- Enhance data accuracy by reducing manual entry errors in Salesforce.
How It Works
Webhook captures incoming PDF files. Set node prepares data for processing. PDF Parser extracts contact information from the document. OpenAI processes the extracted data to format it for Salesforce. Salesforce node creates new leads with the extracted information.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL to receive PDF files.
- 3Set up the PDF Parser to define the data extraction rules.
- 4Connect your Salesforce account to enable lead creation.
- 5Test the workflow with sample PDF documents.
Apps Used
Salesforce
OpenAI
PDF Parser
Categories
Industries
Tags
#process automation
#pdf automation
#workflow management