Converting Emailed PDF Order Forms into Structured JSON Using Fin | Community
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Answered

Converting Emailed PDF Order Forms into Structured JSON Using Fin

  • July 2, 2026
  • 6 replies
  • 266 views
J
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Can Fin read customer order forms sent by email as PDF attachments, including ones with complex or multi-column layouts, and convert the data into a standard JSON format? If not, can we use a workflow or integration in Fin to reliably process these documents and ensure the final output is in JSON format?

Best answer by Roy

Dear ​@jgrace , 

Thanks for your amazing question in general and also thanks for attending Community Office Hours.

I’ve recorded a very special video for you and also replicated your use case here, so please watch it and let me know if you have any questions on that.
 


Have a Londonful Day Ahead

Warmest Regards,
Roy

    6 replies

    Nathan Sudds
    Top Expert ✨
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    ​@jgrace  We are talking about this now for you on the Fin Office Hours right now if you want to join us! Or you can watch the replay! 
     

    I’m talking with ​@Roy another community expert here and we really think this is possible with Fin and Procedures to take in the data from the PDF and then have Fin format it into the json format -- if you end goal is sending that to another API then you can use that to communicate with a data connector from within that same Procedure.
     

    Give this a try and let us know how it goes! 


     

    Nathan Sudds, Intercom Consultant | activelabs.ca | Book a free call: cal.com/nathansudds/intercom. Case study: https://www.intercom.com/customers/jukebox
    J
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    • jgrace
    • Author
    • New Participant
    • July 6, 2026

    Hi Nathan, I just joined the meeting. 

      J
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      • jgrace
      • Author
      • New Participant
      • July 6, 2026

      Please advise if this is possible. We have a variety of forms, and they are not known in advance when they send to our inbox. 

      Nathan Sudds
      Top Expert ✨
      Forum|alt.badge.img+8

       

      Hi Nathan, I just joined the meeting. 

      ​@jgrace  It was great to have you join the Fin Community Office Hours!  Looking forward to seeing how the ideas from myself and other experts helps!

      Nathan Sudds, Intercom Consultant | activelabs.ca | Book a free call: cal.com/nathansudds/intercom. Case study: https://www.intercom.com/customers/jukebox
      J
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      • jgrace
      • Author
      • New Participant
      • July 8, 2026

      Hi Nathan & Roy,

      Is there a way to watch the recording from yesterday community meetup? 

      Roy
      Top Expert ✨
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      • Roy
      • Top Expert ✨
      • Answer
      • July 9, 2026

      Dear ​@jgrace , 

      Thanks for your amazing question in general and also thanks for attending Community Office Hours.

      I’ve recorded a very special video for you and also replicated your use case here, so please watch it and let me know if you have any questions on that.
       


      Have a Londonful Day Ahead

      Warmest Regards,
      Roy

      🇬🇧 Top of the shop. Cheers from London. 🗓️ Looking for a proper Fin implementation? Book a free call here: https://calendar.app.google/SHhmneXasrrrLF266
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