In this tutorial, we will show you how to extract data from TD Bank statements using and Zapier.

  1. Create a Zap
  2. Google Drive App
  3. Google Drive Configuration
  4. Test Trigger
  5. Add App
  6. Configuration
  7. Test Result
  8. Output

We will use this sample TD Bank statement in this tutorial. You can use a document of your own choice. Find more tutorials about bank extract.

Screenshot of TD Bank Statements
Screenshot of TD Bank Statements

Step 1: Create a Zap

  • To begin. First, log into your Zapier account and click the Create Zap button.

Step 2: Google Drive App

  • Next, search and select the Google Drive app. Then, choose the New File in Folder as a trigger.

Google Drive App

Step 3: Google Drive Configuration

Let’s set up the Google Drive configuration.

  • In the Drive field, select My Google Drive.
  • In the Folder field, enter the specific folder where the file resides.

Google Drive Configuration

Step 4: Test Trigger

  • After setting up the configuration, click on the test trigger button.

Test Trigger
Test Trigger Result

Once the test trigger is successful, you may now add another app.

Step 5: Add App

  • Let’s add another app and select Then, choose the PDF to Anything Converter for the action event.

Add App

Step 6: Configuration

Let’s set up the configuration.

  • For the Output Format field, select the CSV (comma-separated values). To return the output value into a CSV file.
  • In the PDF URL field, select the Web Content Link from Google Drive.
  • For the Name field, type in your desired output CSV file name. Configuration

After setting up the configuration, click the test action button to see the result.

Step 7: Test Result

  • Great! The test was successful, kindly copy the URL and paste it into your browser to download the output file.

Test Result

Step 8: Output

  • Here’s the extracted data from the TD Bank statement in CSV format.
Extracted Data from Bank Statement in CSV
Extracted Data from Bank Statements in CSV

In this tutorial, you learn how to extract data from a TD Bank statement using Zapier. You also learned how to use the Web API to extract data.

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