CraftMyPDF
· #492 most-usedGenerate, fill, and deliver PDF documents automatically
CraftMyPDF is a PDF generation platform that turns reusable templates into finished documents by merging dynamic data — no design tools, no manual formatting. Connect it to Actionist and your agents can generate branded proposals, invoices, certificates, and reports on demand; fill existing PDF forms with live data; merge multiple PDFs into packages; stamp watermarks and page numbers on any document; and produce hundreds of personalised PDFs from a CSV in a single run — all without anyone opening the CraftMyPDF dashboard.
Eliminates manual work. Agents eliminate the manual cycle of opening CraftMyPDF, selecting templates, copy-pasting data from source systems, exporting PDFs, adding watermarks, and emailing documents — tasks that recur dozens of times per week across sales, finance, HR, and operations.
What your CraftMyPDF agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
CraftMyPDF × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Proposal PDF generated the moment a deal advances
When a deal moves to Proposal Sent in HubSpot, the agent selects the correct proposal template, merges the deal data into it, and generates a finished PDF. The file is saved to Google Drive and a Slack message is sent to the rep with the link — the entire document is ready before the rep picks up the phone.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales25 min / weekManual proposal PDF assembly
Reps open CraftMyPDF, find the right template, copy-paste deal details from the CRM, export the file, and save it — 20 minutes per proposal, every time.
Sales Agent0 minAgent generates branded proposals on deal stage changeWhen a deal moves to Proposal Sent in HubSpot, the agent merges deal data into the proposal template and delivers the PDF before the rep dials the first call.
- Marketing60 min / weekManual report and media kit creation
The marketing team manually compiles metrics, opens CraftMyPDF, fills in fields, exports, and distributes the PDF — a recurring task that consumes an hour or more each week.
Marketing Agent0 minAgent generates campaign reports and media kits automaticallyThe marketing agent produces performance reports and personalised media kits from live campaign data and delivers them to stakeholders without manual formatting.
- Customer Support50 min / weekManual support document creation
Support staff manually fill in PDF forms for each case summary and warranty document, copy customer details from the helpdesk, and email the file — 10 minutes per case.
Customer Support Agent0 minAgent creates case summaries and warranty certificates on closureThe support agent generates case summary PDFs and warranty certificates automatically when tickets close or products are registered — no support rep opens the PDF tool.
- Human Resources40 min / weekManual HR document drafting
HR staff open a template, manually enter employee details from the HRIS, export a PDF, and email it — a process repeated for every hire, every certificate, every letter.
Human Resources Agent0 minAgent generates offer letters and certificates on HR eventsWhen a candidate is hired or a learner completes training, the HR agent generates the offer letter or certificate immediately from the HRIS data, without any drafting.
- Finance45 min / weekManual invoice and report generation
Finance staff manually populate invoice templates in CraftMyPDF for each completed order, export the PDF, and email it — a repetitive task that scales badly with order volume.
Finance Agent0 minAgent generates invoices, receipts, and expense reports on scheduleThe finance agent generates invoice PDFs for completed orders, applies headers, and emails them to customers — the billing cycle runs without a finance team member touching a PDF tool.
- Operations120 min / weekManual report assembly and distribution
The operations team manually generates each report section, exports PDFs, opens a merge tool, reorders pages, adds headers, and distributes the final file — consuming hours each week.
Operations Agent0 minAgent assembles weekly reports and compliance packs automaticallyThe operations agent generates individual report sections, joins them into a board pack, and applies CONFIDENTIAL headers — a two-hour manual task completed before the end of Friday.
- Legal30 min / weekManual legal document preparation
Legal staff open the template, manually enter counterparty details, export the PDF, add a watermark using a separate tool, and email the file to the relevant parties — 30 minutes per document.
Legal Agent0 minAgent drafts NDAs and policy PDFs on vendor and policy eventsWhen a new vendor is created or a policy is updated, the legal agent generates the NDA or policy PDF from the approved template, applies the correct watermark, and routes it for review.
Calculate what your team saves
Based on CraftMyPDF's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug CraftMyPDF into Actionist
Pick the connection method that suits your environment.
Connect with your CraftMyPDF API key. The key is scoped to your account and grants access to all template and PDF generation operations your plan supports.
Log in to CraftMyPDF and go to Account Settings. Find the API Key section and copy your key.
In Actionist, open the Apps tab, find CraftMyPDF, and paste the API key into the provided field.
Click Test Connection. Actionist calls Get Account Information to confirm the key is valid and the connection is active.
12 actions your agent can call
Read and write operations available to your Actionist agent.
0 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.