# Create fillable document templates from PDF or DOCX: n8n workflow

> Started by another system calling it, and works across Google Drive. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/create-fillable-document-templates-from-pdf-or-docx (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Documents and files](https://millionrounds.com/workflows?category=Documents+and+files#library)

# Create fillable document templates from PDF or DOCX

Started by another system calling it, and works across Google Drive. It hands the judgement calls to OpenAI. 14 steps, 1 branch: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-fillable-document-templates-from-pdf-or-docx)

**14 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 2 Model 4 Logic 3 Service 5

The steps in the order they run, from what starts it.

- 1 **Webhook, Receive Document** Webhook *Starts it*
- 2 **LLM, GPT-4o (Identify)** Lm Chat Open Ai *Model*
- 3 **LLM, GPT-4o (Generate)** Lm Chat Open Ai *Model*
- 4 **Switch, Route by File Type** Switch *Logic*
- 5 **AI, Identify Document Type** Agent *Model*
- 6 **AI, Generate Template** Agent *Model*
- 7 **Extract, Word to Text** Word2text *Service*
- 8 **Extract, PDF to Text** Extract From File *Service*
- 9 **Code, Parse Classification** Code *Logic*
- 10 **Code, Clean and Format Output** Code *Logic*
- 11 **Gotenberg, HTML to PDF** Http Request *Service*
- 12 **GDrive, Upload PDF** Google Drive *Service*
- 13 **GDrive, Set Public Link** Google Drive *Service*
- 14 **Webhook, Send Response** Respond To Webhook *Starts it*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 14, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Google Drive
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Google Drive account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-fillable-document-templates-from-pdf-or-docx)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)

## Workflows like it

Also documents and files, with the same services where possible, closest in size first.

- [**Chat with Google Drive and Pinecone** 14 steps · calls a model · Google Drive, Pinecone](https://millionrounds.com/workflow/chat-with-google-drive-and-pinecone-2)
- [**Track tenant document compliance with Drive and Sheets** 14 steps · calls a model · Email, Google Drive](https://millionrounds.com/workflow/track-tenant-document-compliance-with-drive-and-sheets)
- [**Transform Google Drive documents into vector embeddings** 14 steps · calls a model · Google Drive](https://millionrounds.com/workflow/transform-google-drive-documents-into-vector-embeddings)
- [**Audit Google Drive file permissions for access control management** 14 steps · Gmail, Google Drive](https://millionrounds.com/workflow/audit-google-drive-file-permissions-for-access-control-manag)
- [**Automate manufacturing QC documentation & compliance** 14 steps · Email, Google Drive](https://millionrounds.com/workflow/automate-manufacturing-qc-documentation-and-compliance)
- [**Deploy updated Google Drive folder files to a Hostsmith site** 14 steps · Google Drive](https://millionrounds.com/workflow/deploy-updated-google-drive-folder-files-to-a-hostsmith-site)