PDFMonkey
Customers ask for invoices, contracts, or certificates. Your AI agent picks the right PDFMonkey template, fills it with live data, and delivers a ready-to-download PDF before the customer finishes their coffee. Automated document generation, right inside the conversation.
From template management to synchronous document generation and public sharing, your AI agent orchestrates the entire PDFMonkey workflow without human input.
PDFMonkey
Your customers and team members get professionally formatted documents generated in real-time, powered by PDFMonkey templates and delivered through your AI agent.
A customer completes a purchase and immediately asks for a detailed invoice. Your AI Agent grabs the order data, selects your invoice template in PDFMonkey, fills in line items, taxes, and payment method, and generates the PDF synchronously. The customer receives a professional invoice before they close the chat. Your accounting team starts the day with zero invoice requests.
A new subscriber asks for their service agreement. Your AI Agent collects their company name and plan details, selects the contract template from PDFMonkey, populates all the terms and customer-specific fields, and delivers a branded PDF contract. The subscriber signs faster because they never waited for a sales rep to prepare the document manually.
An account manager asks the internal AI agent for a quarterly performance report. The agent queries your data sources, selects the report template in PDFMonkey, generates the PDF with charts and metrics, and provides a public share link. The manager forwards the link to their client directly. No designer involvement, no spreadsheet exports.
PDFMonkey
FAQs
Synchronous generation waits for the PDF to finish rendering before returning a response, ideal for real-time conversations where the customer expects the document immediately. Asynchronous generation queues the document and returns a document ID. The agent can poll for status or wait for a webhook. Use async for batch generation or complex templates.
PDFMonkey templates use Liquid markup with placeholder variables. The agent sends a JSON payload containing the customer's data, such as name, address, line items, and amounts. PDFMonkey merges this data into the template and renders the final PDF. You design the template once and let the agent fill it dynamically every time.
No. Tars retrieves the presigned download URL from PDFMonkey and delivers it to the customer during the conversation. The PDF file itself lives on PDFMonkey's storage with configurable TTL (time-to-live) settings. You control document retention within your PDFMonkey account.
Yes. PDFMonkey supports multiple workspaces, and the agent can list templates filtered by workspace ID. If your business uses separate workspaces for invoices, contracts, and marketing materials, the agent navigates between them seamlessly based on the request type.
PDFMonkey offers multiple PDF engines, and the agent can list available engines through the List PDF Engines endpoint. Each engine has different rendering capabilities and deprecation timelines. You can assign specific engines to templates and even test with draft engines before publishing.
When public sharing is enabled on a document, PDFMonkey provides a permanent URL with a unique token. The agent retrieves this link and shares it with the customer. Anyone with the link can download the PDF without authentication, which is ideal for sharing invoices or reports externally.
Yes. PDFMonkey templates support TTL (time-to-live) settings ranging from 5 minutes to 1 year, or indefinite. When the agent creates a document, it inherits the template's TTL. This ensures sensitive documents like contracts or financial reports are automatically purged after the specified period.
Without Tars, someone needs to manually trigger PDF generation through the PDFMonkey dashboard or write custom integration code. With Tars, your AI agent handles the entire workflow conversationally. Customers request documents in natural language, and the agent generates and delivers them without any developer involvement.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
.png)
%201.png)
%201.png)
