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Convert Offer Letters

Convert offer letters to PDF and attach checked copies to hiring records

Use this Agent instantly or customize it - no programming needed

Convert a completed offer letter to a checked PDF
Reads
  • a completed offer letter
    a completed offer letter

    You add a completed offer letter to the hiring item after your team finishes it.

  • Hiring item
    Hiring item

    Your hiring item holds the source letter and a separate place for its delivery PDF.

  • Conversion settings
    Conversion settings

    You choose the supported formats, restricted folder, delivery column, and status labels.

Hiring record
Hiring record

The Agent reads your letter and attaches its checked PDF in hiring record.

Hiring record
Is the new letter missing, ambiguous, unsupported, or unreadable?YesNo
Mark the item Needs correction and name the file issue.
Writes
  • Conversion result
    Conversion result

    Your hiring item shows the ready status, correction reason, or duplicate note.

Does this source already have a delivery PDF?YesNo
Keep the existing PDF and note that the source was already converted.
Writes
  • Conversion result
    Conversion result

    Your hiring item shows the ready status, correction reason, or duplicate note.

Read the letter's terms and signature lines.
Convert the source letter into a PDF.
Document converter
Document converter

The Agent turns your finished letter into a PDF with document converter.

Document converter
Did conversion fail or did the PDF alter terms or signature lines?YesNo
Mark the item Needs correction and name the exact issue.
Writes
  • Conversion result
    Conversion result

    Your hiring item shows the ready status, correction reason, or duplicate note.

Attach the checked PDF and mark the item Ready for delivery.
Writes
  • Delivery PDF
    Delivery PDF

    You find the checked PDF beside the source letter on the same hiring item.

  • Conversion result
    Conversion result

    Your hiring item shows the ready status, correction reason, or duplicate note.

This Agent starts when you add a completed offer letter to a hiring record. It converts the file to PDF and checks key terms and signature lines. It attaches the checked copy beside the original.

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Google Drive
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Airtable
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Google Contacts
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Microsoft Office 365
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PDF.co
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CloudConvert
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Made for your industry

Convert Offer Letters is made for businesses in these industries.

Made for your role

Convert Offer Letters is made for people in these roles.

Made for your department

Convert Offer Letters is made for people in these departments.

How Convert Offer Letters works

5 steps, in order, on every run.

  1. Find the completed letterRead the changed hiring record and download the new offer letter. Request correction if the file is missing, unclear, or unsupported.
  2. Check the source termsRead the original letter and note its names and pay. Check the dates and signature lines before conversion.
  3. Convert the letter to PDFUpload the source to your restricted conversion folder. Export the editable document as a PDF.
  4. Compare the PDF with the originalCompare the PDF's text and pages with the original. Flag changed terms or missing signature lines for correction.
  5. Attach the delivery copyAttach the checked PDF to the same hiring record and mark it Ready for delivery. Mark the record Needs correction with the specific issue if a check fails.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or Google Contacts.

7 tools
Set your rules
  • Choose the hiring board's completed offer letter file column and a separate delivery PDF file column; only finished .docx, .odt, or .rtf letters go in the first column.
  • Choose a restricted conversion folder and give the Agent access to the hiring item, its uploaded files, and the document conversion account.
  • Set the record status labels for Ready for delivery and Needs correction, and name the recruiting coordinator who reviews conversion problems.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Convert Offer Letters:

Can I convert a Word offer letter to PDF?

You can choose a source column for completed .docx, .odt, or .rtf letters. Choose a separate column for the delivery PDF.

What if the converted PDF changes a term?

Your recruiting coordinator sees the specific issue on the hiring record. The new PDF stays out of the delivery column until the issue is fixed.

Will this add the same PDF twice?

No. If the same source file already has a delivery PDF, your hiring record keeps the existing copy and notes that the letter was already converted.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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