Workflows

Save the steps you run every week

Merge, compress, watermark, share — chain them once, run the same pipeline next time.

Workflows are saved sequences inside your workspace. Instead of re-uploading the same files and clicking through four tools, your team runs one named pipeline.

Customer successLegal opsMarketing ops
Client onboarding pipeline

Q4 contract pack

Active
Merge
Compress
Watermark
Share

Drop files to run pipeline

Saved workflow · 4 steps · Team access

Capabilities

What you get

Good for onboarding packs, monthly reports, or any document prep you repeat for every client.

Step builder

Put merge, split, compress, watermark, and sign in the order your process needs.

Named pipelines

Save one per client or document type — update when the process changes.

Share at the end

Finish with a trackable link so you know when the recipient opened the pack.

Workspace access

Admins edit the pipeline; everyone else can run it.

Use cases

Built for real workflows

  • Client onboarding

    Merge contracts, compress for email, watermark as draft, send a tracked link.

  • Monthly reports

    Assemble the board deck the same way every month.

  • Agency exports

    Run the same prep before creative leaves your org.

How it works

Three steps

  1. 1

    Build

    Pick tools and order them in the workflow editor.

  2. 2

    Save

    Name it and share access with your workspace.

  3. 3

    Run

    Drop files in — the pipeline handles the rest.

Need saved files and team spaces?

Create a workspace — keep documents, forms, and analytics in one place.

Build your first workflow

FAQ

Answers before you upload

Everything about free PDF tools, document builders, privacy, and optional team workspaces — in one place.

Still need help?

Reach out for support, feedback, or partnership questions.

Contact support

Workflows are saved sequences inside your workspace. Instead of re-uploading the same files and clicking through four tools, your team runs one named pipeline.

Running a tool on a single file costs nothing. You pay when you want the platform to hold onto things for you — workspace folders, team seats, and the analytics behind published forms and share links.

It travels over an encrypted connection, the tool does its job, and the upload is discarded once the task finishes. Nothing sticks around unless you deliberately save the result to a workspace folder.

A workflow is the sequence saved with a name. Instead of re-uploading the same onboarding pack and clicking through merge, compress, watermark, and sign each month, you drop the files into one pipeline that already knows the order.

Yes. Workflows live in the workspace, so admins edit the steps and everyone else runs them — the output stays consistent no matter who hits go.