Workflow checklists
Turn a sentence into a list of existing tools. We do not execute the chain, send webhooks from this page, or watch an inbox.
How to save a workflow
1.Describe the outcome in one sentence.
2.Save it. Presets are already here for invoice, contract, and resume.
3.Open each step when you have a file. Nothing runs in the background.
4.Use Account webhooks if you already have a Pro or Team API integration.
FEATURES
Checklists, not a runner
A workflow is a saved plan. That is honest until a real runner exists.
Local only
Custom lists stay in localStorage. Clearing the browser deletes them.
Presets
Invoice, contract, and resume lists point at tools that already ship.
No inbox
There is no invoices@mypdf.io watcher in this release.
No Drive
Google Drive, Dropbox, OneDrive, and SharePoint are not connected.
Webhooks still exist
Pro and Team can already POST job events from Account. That is separate from this page.
Repeatable steps without fake automation
The revenue idea is a $49–$99 runner. This page is the checklist so you can sell the idea without lying about execution.
When extract converts, a real runner can reuse these step lists.
Until then, open Invoice to Excel, then Review, then your own accounting tool.
TOOLS
Optimize & Extract
Convert To PDF
Convert From PDF
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