Integration
BetaTurn Gmail attachments into filled, signed and summarized PDFs
PDFBetter works with Gmail through its Zapier and Make apps, with no code. Use it to read the PDFs that arrive in your inbox, such as invoices, purchase orders and contracts, and to send finished files back out. Attachments go straight into PDFBetter steps, and the PDFs PDFBetter produces can be attached to a reply. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Gmail
Invoices from your inbox to a spreadsheet: A Gmail message with a PDF attachment arrives → Extract Data From PDF pulls the invoice number, total and due date → the values go into a spreadsheet row.
Summaries of long attachments: A labelled email arrives with a PDF → Summarize PDF → the summary, with page references, is sent to you or your team.
Send the signed copy: Document Fully Signed in PDFBetter → Download Signed PDF → Gmail sends the signed PDF to the client.
Smaller files before forwarding: An email with a large PDF arrives → Compress PDF → the smaller file is forwarded to the right person.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Gmail. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add Gmail
In the same Zap or scenario, add a Gmail step and connect your Gmail account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Extract Data From PDF, Summarize PDF, Compress PDF, Merge PDFs, Download Signed PDF.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your Gmail plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to Gmail directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
Gmail + PDFBetter: questions people ask
Can PDFBetter read every attachment in an email?
Each PDFBetter step works on one file (Merge PDFs takes several). In Make, loop over the attachments; in Zapier, filter for the attachment you want or use a looping step.
Do I need Zapier or Make to connect Gmail?
Yes, one of them. Both connect to Gmail and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.