Integrations · Docs & knowledge

Text to PDF in the conversation.

Convert text to PDF. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.

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Text to PDF

Docs & knowledge

01 · COPILOT

Ask for it in plain language. It does the Text to PDF part.

Copilot rides inside the inbox. With Text to PDF connected it works there from the same panel as the conversation — no second tab, no copying an order number across.

Delete File
Download File
Delete Async Job
Convert Text to PDF
Start Async Conversion
Upload File to ConvertAPI

What a specific connection exposes is decided by Text to PDF, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Read Text to PDF from inside a workflow.

Text to PDF is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Text to PDF and hand the answer to the steps that follow — a message, a CRM update, an escalation.

If Text to PDF does publish events to your workspace, they appear in the trigger picker the moment the connection is made.

03 · THE AI AGENT STEP

One step that decides which Text to PDF tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Text to PDF said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Text to PDF tools you left enabled and nothing else.

Setup

Connect Text to PDF in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find Text to PDF in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Text to PDF from its card.
3
Authorize with your own Text to PDF account
You sign in on Text to PDF's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

Text to PDF questions.

How do I connect Text to PDF to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for Text to PDF. Connecting it opens Text to PDF's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in Text to PDF?

Work of this kind: delete file; download file; delete async job; convert text to pdf; start async conversion; upload file to convertapi. The exact list depends on what your Text to PDF account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which Text to PDF tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Text to PDF connection is a matter of leaving the writes off.

Can a workflow use Text to PDF without a trigger from it?

Yes. Text to PDF is read from inside a workflow rather than starting one: a workflow triggered by a conversation, a schedule or another app's event uses an AI Agent step to work in Text to PDF and hand its answer to the steps that follow.

Who in my team can connect Text to PDF?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Text to PDF account that authorized it, so a docs & knowledge connection is only ever as broad as the account behind it.

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