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Conversion Toolsdocuments

11 available actions

What your AI agent can do in Conversion Tools

Conversion Tools is an online service that offers a fast and easy way to convert documents between different formats, like XML, Excel, PDF, Word, Text, CSV, and others. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Task StatusTool to get the status of a conversion task.
  • Get Auth InfoTool to get information about the authenticated user including email address.
  • Create Conversion TaskTool to create a new conversion task.
  • Upload FileUpload a file to the ConversionTools API for subsequent conversion operations.
  • Update Task RetentionTool to update the retention mode for a task.
  • Convert Excel to HTMLConvert an Excel (.xlsx) file to HTML table format.

Browse all 11 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 6 actionsHide actions
  • Download Converted FileDownload a converted file from the Conversion Tools API using its file ID.
  • Get Auth InfoTool to get information about the authenticated user including email address.
  • Get Conversion ConfigTool to get available conversion types and their configuration.
  • Get File InfoTool to get metadata about a file including size, name, and preview (for text files).
  • Get Task StatusTool to get the status of a conversion task.
  • List Conversion TasksGet all tasks for the authenticated user (up to 50 most recent tasks).
Create & communicateCreate records or send supported messagesView 2 actionsHide actions
  • Create Conversion TaskTool to create a new conversion task.
  • Upload FileUpload a file to the ConversionTools API for subsequent conversion operations.
Update & manageChange and manage existing recordsView 3 actionsHide actions
  • Convert Excel to HTMLConvert an Excel (.xlsx) file to HTML table format.
  • Convert Word to TextConvert Word documents (.doc/.docx) to plain text (.txt).
  • Update Task RetentionTool to update the retention mode for a task.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Conversion Tools

How does the agent connect to Conversion Tools?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Conversion Tools?
The page above lists the 11 actions currently available through the Conversion Tools connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Conversion Tools included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Conversion Tools is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Conversion Tools to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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