In this tutorial, we will show you how to extract a Bank of America Core Checking Statement using PDF.co and Zapier.

  1. Add Google Drive
  2. Setup Trigger
  3. Trigger Result
  4. Add PDF.co
  5. Setup Action
  6. Test Action
  7. PDF.co Result

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.

Add Google Drive New File In Folder Trigger

Step 2 – Setup Trigger

Kindly choose the drive and the folder name where the bank statement is located.

Setup Google Drive Trigger

Step 3 – Trigger Result

Let’s test the trigger to make sure that we set it up correctly.

Test Trigger Result

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.

Add PDF.co Document Parser

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.

Setup Document Parser

Step 6 – Test Action

Let’s test this action to view the Document Parser output.

Test Document Parser

Step 7 – PDF.co Result

Here’s the Document Parser result.

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.

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