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Merge Case PDFs

Combine case PDFs in order and link the packet for the owner

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Combine case PDFs and link the packet
Reads
  • Client case
    Client case

    Your case shows its ready status, owner, ordered PDF links, and any existing packet link.

  • Source PDFs
    Source PDFs

    Your linked PDFs supply the pages in the order shown on the case.

  • Case packet folder
    Case packet folder

    You choose the shared folder that holds each finished case packet.

  • Packet filename pattern
    Packet filename pattern

    You choose a filename pattern based on the case ID.

Client case tracker
Client case tracker

Your client case tracker supplies case details and shows the finished packet link or a blocker.
Client case tracker
Shared file service
Shared file service

Your shared file service supplies the source PDFs and stores the finished packet in your chosen folder.
Does the case already have a finished packet link?YesNo
Skip the case
Is a PDF link missing or its file unusable?YesNo
Add the problem link and reason to the case
Writes
  • Case blocker
    Case blocker

    Your case names the problem link or failure so you can fix it and retry.

Upload the PDFs in case order for merging
Writes
  • Merge input links
PDF merging service
PDF merging service

Your PDF merging service combines the PDFs in case order and provides the finished file.
PDF merging service
Did the PDF merge fail?YesNo
Add the merge failure to the case
Writes
  • Case blocker
    Case blocker

    Your case names the problem link or failure so you can fix it and retry.

Did saving the combined PDF fail?YesNo
Add the saving failure to the case
Writes
  • Case blocker
    Case blocker

    Your case names the problem link or failure so you can fix it and retry.

Link the saved packet on the case for its owner
Writes
  • Case packet
    Case packet

    Your shared folder holds one PDF with the source pages in case order.

  • Packet link

This Agent waits for a case you mark ready. It checks the PDF links and combines the files in your listed order. It stores the packet in your chosen folder and links it on the case.

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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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Kintone
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Made for your industry

Merge Case PDFs is made for businesses in these industries.

Made for your role

Merge Case PDFs is made for people in these roles.

Made for your department

Merge Case PDFs is made for people in these departments.

How Merge Case PDFs works

5 steps, in order, on every run.

  1. Read the ready caseRead the case and confirm its PDF links are ready and ordered. Skip cases that already have a packet link.
  2. Check every PDFDownload the linked files in order and check that every PDF opens. Record the problem on the case if any file fails.
  3. Merge the PDFsCombine the PDFs in the listed order into a case packet. Note any merge failure on the case for the coordinator.
  4. Save the case packetUpload the packet to your chosen shared folder under the case ID. Get a link to the stored file, or record a saving failure on the case.
  5. Link the packet on the caseAdd the stored file's link to the case and mark the packet ready for its owner.

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 client case table and its Ready to merge status, ordered PDF links, case ID, case owner, packet link, and blocker fields.
  • Connect the shared file account, grant access to the linked PDFs, and choose the folder where finished case packets go.
  • Connect the PDF merge service and choose a packet filename pattern based on the case ID.
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 Merge Case PDFs:

Can I choose where the packet goes?

Yes. You choose the shared folder and a filename pattern based on the case ID during setup.

What happens if a PDF link does not work?

You see the problem link and reason on the case. Your coordinator can fix it and retry without a partial packet.

Will this merge a case again?

No, if the case already has a packet link. You can request another packet by clearing that link and marking the updated PDF list ready.

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.