Predefined services

This chapter lists the service tasks that Pantarey provides as ready-to-use building blocks. Each page describes the purpose, inputs, outputs, and integration tips for the own processes.

Overview

• Read CSV files into structured data – Converts CSV files into structured JSON data.
• Upload a file to an FTP server – Transfers files with optional renaming.
• Upload a file to SharePoint – Stores files in SharePoint and creates target folders if needed.
• Send email from Handlebars template (Microsoft Graph) – Builds HTML emails from templates and sends them via Microsoft Graph.
• Send email (Microsoft Graph) – Sends HTML emails directly with Microsoft Graph.
• Send documents securely (TeamBeam) – Publishes encrypted files and delivers download links.
• Hybrid letter status query – Checks the status of a single hybrid letter.
• Hybrid letter status query (multiple IDs) – Queries multiple hybrid-letter IDs in bulk.
• Send hybrid letter (Deutsche Post) – Submits PDF documents to Deutsche Post automatically.
• Create e-invoice (ZUGFeRD) – Combines PDFs and invoice data into a ZUGFeRD-compliant e-invoice.
• Send custom HTML emails – Sends HTML messages to Pantarey users.
• Generate PDF from Handlebars template – Renders PDFs based on an HTML template.
• Merge PDF files – Combines multiple PDFs into a single document.
• Extract text from PDF – Extracts text from single-page PDFs.
• Extract text from PDF (invoice) – Reads structured invoice data from PDFs.
• Check if file or folder exists on FTP – Verifies paths on FTP servers.
• Generate text from Handlebars template – Produces text output from templates.
• AI: Classify document – Automatically assigns text to one of the given categories using AI.
• AI: Extract structured data – Reads defined fields from unstructured text and returns them as a JSON object.
• AI: Translate text – Translates text into a target language with automatic source-language detection.
• AI: Summarize text – Summarizes text using AI with optional length control.
• AI: Generate keywords – Extracts the most relevant keywords and key phrases from a text.
• AI: Anonymize text (GDPR) – Detects and replaces personally identifiable information with consistent placeholders.
• AI: Assign role (Routing) – Analyzes incoming text and assigns it to the most appropriate role or department.
• AI: Generate text – Generates text based on instructions, optional context, and tone.
• HTTP Request (REST) – Sends HTTP requests to APIs, webhooks, and external services.
• Date Calculation – Performs date and time calculations: add/subtract durations, differences, formatting.
• Generate Random String – Generates cryptographically secure random strings with configurable options.
• Send Teams Message – Sends messages to Microsoft Teams channels or chats via the Graph API.
• Create Calendar Event (Outlook) – Creates Outlook calendar events with attendees, Teams link, and reminders.
• Get Linked Data – Retrieves all data objects linked from a specific source data object.
• Get Reverse Linked Data – Retrieves all data objects that reference a specific target data object.
• List All Groups – Returns all user groups defined in the current tenant.
• Get User Groups – Retrieves all groups that a specific user is a member of.
• Get Group Members – Retrieves all users assigned to a specific group.
• Add User to Group – Assigns a user to an existing group within a BPMN process.
• Remove User from Group – Removes a user from a specific group within a BPMN process.