In this tutorial, we will show you how to extract a Bank of America Core Checking Statement using PDF.co and Zapier.
Step 1 – Add Google Drive
In this demo, we stored our bank statements in Google Drive. We will use the New File in Folder as the Trigger.
Step 2 – Setup Trigger
Kindly choose the drive and the folder name where the bank statement is located.
Step 3 – Trigger Result
Let’s test the trigger to make sure that we set it up correctly.
Step 4 – Add PDF.co
Now, it’s time to extract the bank statement. Let’s choose PDF.co as the App and the Document Parser as the Action Event.
Step 5 – Setup Action
Let’s configure the Document Parser.
- In the Input field, select the Web Content Link from the previous step.
- In the Template Id field, enter the bank statement template Id. You get a copy of the template here. Kindly copy and save it to your Document Parser.
Step 6 – Test Action
Let’s test this action to view the Document Parser output.
Step 7 – PDF.co Result
Here’s the Document Parser result.
In this tutorial, you learned how to extract a Bank of America Core Checking Statement using PDF.co and Zapier. You learned how to use Google Drive as a trigger. You also learned how to set up the PDF.co Document Parser to extract the bank statement.