◆ Acrobat · sign

Automate Memo Routing

Send the monthly departmental memo to Operations for signatures: assemble the [memo] and [approval page] into one PDF,…

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Send the monthly departmental memo to Operations for signatures: assemble the [memo] and…+
Send the monthly departmental memo to Operations for signatures: assemble the [memo] and [approval page] into one PDF, send it for signature to [contact=Janet] in Ops first and then to the Finance director, and track completion without chasing reminders over [days=2] business days.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before sending the memo for signatures, reduce bouncebacks: add a clear signer flow note on…+
Before sending the memo for signatures, reduce bouncebacks: add a clear signer flow note on page one for [signer=Janet] and [signer=Miguel], prefill the department code and approval checkbox, include a [deadline=Wednesday COB] and a fallback contact so signers aren’t stalled by missing info.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open Adobe Acrobat.

  2. 2

    Select Tools in the main toolbar.

  3. 3

    Scroll to or search for Action Wizard and select it.

  4. 4

    Click Create New Action to start creating a new automated workflow.

  5. 5

    From the list of available actions, select a basic operation such as Save, Print, or Remove Hidden Information and add it to your action by clicking the plus sign or dragging it to the right pane.

  6. 6

    Optionally, adjust the settings for the selected action in the right pane as needed.

  7. 7

    Click Save and enter a name for your new action.

  8. 8

    To run the action, select it from the Action Wizard list and follow the on-screen prompts to select files and execute the workflow.

    Best practiceYou can batch process multiple PDFs with a single action to save time, as recommended by experienced users in productivity blogs.

You can reuse your saved action any time from the Action Wizard panel to quickly repeat the same steps on new documents.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
Action WizardA tool in Adobe Acrobat that lets you set up steps for Acrobat to do automatically.ExampleYou use the Action Wizard to automatically add watermarks and security to all your outgoing PDFs.
Batch ProcessTo do the same task on many files at the same time, instead of one by one.
Digital IDA secure electronic identity used to sign documents or unlock protected files.ExampleYou use your digital ID to securely sign into the company's online portal.

The real tasks

the one, listed here
Send routine routine memos and approvals to the right department without chasing people for signatures.

Who does this

3 roles
Document SpecialistRecords ManagerLegal Assistant

FAQ

about this task
  1. Go to 'All tools' in Acrobat Pro.
  2. Select 'Use Action Wizard'.
  3. Click 'New Action' to start building your automated task.
  4. Add the steps you want the Action to perform.
  5. Choose how the Action will apply to files (single, folder, or user selection).

The Action Wizard is a feature in Adobe Acrobat Pro that allows you to automate a series of steps on one or many PDF documents. It's very useful because it saves you time by doing repeated tasks automatically, like adding watermarks, converting formats, or applying security settings to many files at once. This means less manual clicking and more consistent results across your documents.

If your Action Wizard is running slowly, you might be trying to process too many files at once. The system can slow down a lot if you try to run an action on more than 100-200 files in a single batch. Try breaking your large task into smaller batches of files to improve performance and avoid slowdowns.

A JavaScript step in Action Wizard might silently fail or 'no-op', meaning it does nothing without showing an error message. This can happen due to various reasons like incorrect script syntax, security restrictions, or conflicts with other actions. Always test your JavaScript steps carefully within your action to ensure they perform as expected.

No, Action Wizard does not support command-line batch processing directly. While it automates tasks within the Acrobat Pro application, you cannot run these actions from a command prompt without using a third-party plugin. If you need command-line automation, you would typically look for other Acrobat SDK tools or external scripting solutions that integrate with Acrobat's core functionalities.

Sources

where this comes from
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