Get signed PDFs, summaries and answers posted to Slack

The short answer

PDFBetter works with Slack through its Zapier and Make apps, with no code. Use it to keep a team informed about documents: a message when a contract is fully signed, a summary of a new PDF, or the signed file itself in the channel. Each run of a PDFBetter step counts as one agent & automation run on your plan.

What you can automate with Slack

Signed-deal alerts: Document Fully Signed → Download Signed PDF → a Slack message in #sales with the file.

Summaries in a channel: A PDF is shared in a folder → Summarize PDF → the summary is posted with page references.

Answers from a document: A new PDF arrives → Ask a Question About a PDF (for example “What is the notice period?”) → the answer and its quote are posted.

Set it up

You need a PDFBetter account and a Zapier or Make account connected to Slack. 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 Slack
In the same Zap or scenario, add a Slack step and connect your Slack 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

Document Fully Signed, Download Signed PDF, Summarize PDF, Ask a Question About a 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

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 Slack plan, are counted by those services as usual.

Plans

What each plan includes

Plan limits for Slack + PDFBetter
	Free	Pro	Business
Connect AI agents (MCP)	Included	Included	Included
Agent & automation runs per month	200	5,000	Unlimited

Compare all plans

What it doesn't do

PDFBetter doesn't connect to Slack 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.

Slack + PDFBetter: questions people ask

Can a Slack message start a PDFBetter step?

Yes. When a message or a file is posted in a channel, Zapier or Make can pass the file to any PDFBetter step, such as Summarize PDF.

Do I need Zapier or Make to connect Slack?

Yes, one of them. Both connect to Slack 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.