PDF Form Filler

Fills PDF form fields or Google Docs templates with data.

Overview

The PDF Form Filler node fills interactive PDF forms or Google Docs templates with data from your workflow. Configure the field mappings in a Lido spreadsheet worksheet, then pass data through the workflow to generate filled documents.

Use it to:

• Auto-fill PDF application forms
• Generate contracts from Google Docs templates
• Create personalized documents from template PDFs
• Batch-produce filled forms from spreadsheet data

Parameters

Parameter	Description	Required
Worksheet Name	Worksheet with PDF Form Filler configuration	Yes
Form Data	JSON data to fill the form with (object or array)	Yes
File Destination	Where to save the filled document	Yes
New File Name	Override the output filename	No

Worksheet Name

Select the worksheet that contains your PDF Form Filler configuration. This configuration maps data fields to form fields (PDF) or placeholder text (Google Docs).

Configure the PDF Form Filler in your Lido spreadsheet before using this node.

Form Data

JSON data containing values for the form fields:

{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@example.com",
  "date": "2024-01-15"
}

Use expressions to pass item data: {{$item.data}}

Can be a single object or an array of objects (for multi-row forms).

Source Modes

The worksheet configuration determines the source mode:

Mode	Description
PDF	Fills interactive PDF form fields (fillable PDFs with form fields)
Google Docs	Replaces placeholder text in a Google Docs template, exports as PDF or Doc

Settings

Setting	Description
Execution Mode	Once per item (default) or Once
Output Mode	How to output results when running once
Batch Size	Items to process concurrently (default 5)
Stop on Error	Stop workflow on failure

Output

{
  "file": {
    "type": "fileData",
    "name": "filled-form.pdf",
    "mimeType": "application/pdf",
    "fileInfo": { "type": "..." }
  },
  "status": {
    "fieldsFilledCount": 12
  }
}

Access in expressions:

• File object: {{$item.data.file}}
• Fields filled (PDF mode): {{$item.data.status.fieldsFilledCount}}
• Placeholders filled (Google Docs mode): {{$item.data.status.placeholdersFilledCount}}

Examples

Auto-Fill PDF Application Forms

[Get Table (applications)] → [PDF Form Filler] → [Copy File (completed folder)]

1. Configure PDF Form Filler in your spreadsheet with the PDF form template
2. Map table columns to PDF form fields
3. Each row generates one filled PDF

Generate Contracts from Google Docs Template

[Get Table (clients)] → [PDF Form Filler (Google Docs)] → [Send Gmail]

1. Create a Google Docs template with placeholder text (e.g., {{client_name}})
2. Configure the worksheet with the template and field mappings
3. Each client gets a personalized contract

Batch Fill Tax Forms

[Get Table (employees)] → [PDF Form Filler] → [Rename File] → [Copy File (Drive)]

Tips

• Configure the PDF Form Filler in your Lido spreadsheet before adding this node
• PDF mode works with interactive PDF forms (forms with fillable fields)
• Google Docs mode replaces placeholder text and exports as PDF or Doc
• The output filename is auto-generated from the worksheet config if not specified
• Each input item produces one filled document
• For multi-row forms (like line items), pass an array of objects as Form Data