Integration
BetaProcess PDFs from Outlook and send signed documents automatically
PDFBetter works with Outlook through its Zapier and Make apps, with no code. Use it to handle the PDF attachments that land in an Outlook or Microsoft 365 mailbox and to send finished documents from it. Files from Outlook go straight into PDFBetter steps, and PDFBetter's results can be attached to new emails. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Outlook
Supplier invoices to your books: A new Outlook email with a PDF invoice → Extract Data From PDF → the values are added to a spreadsheet or accounting app.
Contracts sent for signature on request: An email arrives in a shared mailbox with a contract → Upload PDF → Send PDF for Signature to the named signer.
Signed copies to the customer: Document Fully Signed → Download Signed PDF → Outlook sends it from your mailbox.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Outlook. 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 Outlook
In the same Zap or scenario, add a Outlook step and connect your Outlook 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, Upload PDF, Send PDF for Signature, Download Signed PDF, Summarize 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 Outlook 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 Outlook 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.
Outlook + PDFBetter: questions people ask
Does it work with Microsoft 365 business mailboxes?
Yes, as long as Zapier or Make can connect to your mailbox. Some organisations restrict third-party access, in which case an administrator has to allow it first.
Do I need Zapier or Make to connect Outlook?
Yes, one of them. Both connect to Outlook 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.