Integration
BetaTurn Excel rows into filled PDFs and extracted data into Excel rows
PDFBetter works with Microsoft Excel through its Zapier and Make apps, with no code. Use it with workbooks stored in OneDrive or SharePoint: new rows can fill PDF forms or start signature requests, and data extracted from PDFs can be appended as rows. PDFBetter can also convert a PDF table into an Excel file. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Microsoft Excel
Forms from a workbook: A new row in an Excel table → Fill PDF Form → Download PDF → the PDF is saved next to the workbook.
Invoice data into Excel: A PDF invoice arrives → Extract Data From PDF → a row with supplier, number, total and due date.
PDF tables as spreadsheets: A PDF report is added to a folder → Convert PDF to Excel → the .xlsx file is saved for analysis.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Microsoft Excel. 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 Microsoft Excel
In the same Zap or scenario, add a Microsoft Excel step and connect your Microsoft Excel 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
Fill PDF Form, Extract Data From PDF, Convert PDF, Send PDF for Signature.
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 Microsoft Excel 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 Microsoft Excel 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.
Microsoft Excel + PDFBetter: questions people ask
Does it work with Excel files on my computer?
Zapier and Make work with Excel workbooks in OneDrive or SharePoint, not files stored only on your computer. Move the workbook to OneDrive first.
Do I need Zapier or Make to connect Microsoft Excel?
Yes, one of them. Both connect to Microsoft Excel 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.