1
Describe the template
Send the file types, target output, volume, frequency, acceptance rules, and the edge cases that matter.
Custom file operations
Turn repeated file handling into a private workflow.
When a normal converter is too generic, SwapMyFile can scope a fixed workflow, attach it to your account, and keep the execution path private.
Account workflow
Best-fit requests
Recurring CSV, XLSX, PDF, image, or document batches with the same rules
Cleaning, validation, extraction, naming, packaging, or import-ready exports
Operational file handling that should be tied to one approved account
Workflows that may later become API, batch, or callback-driven
Status
Private
Owner
Account
Mode
Managed
1
Describe the template
Send the file types, target output, volume, frequency, acceptance rules, and the edge cases that matter.
2
Scope the workflow
We confirm whether the flow fits the current worker model, what needs custom handling, and which account owns it.
3
Enable private access
Approved workflows are created as account-bound records, not public converter tabs.
Visible only after assignment to the approved account.
How approval works
Private by default
A custom workflow is visible only to the account it is assigned to. That keeps experimental logic out of the public catalog while preserving clear ownership, limits, and operational notes.
- - No public upload tab before review
- - Account-bound workflow records and status
- - Explicit monthly volume and file-size limits
- - Instructions kept next to the account workflow
2
Scope the workflow
We confirm whether the flow fits the current worker model, what needs custom handling, and which account owns it.
3
Enable private access
Approved workflows are created as account-bound records, not public converter tabs.
4
Integrate the run path
The workflow can start as managed processing, then move toward account UI, API, batch, or callback integration.
Include in the request
- - Input file types and where the files come from
- - Required output format, naming, packaging, or downstream import rules
- - Expected monthly volume and run frequency
- - A sample of what counts as a correct result
Request a custom workflow
The more precise the template and output rule, the faster we can decide whether to build it as a private account workflow.