Extract Bank Statement Data into Google Sheets Using Pabbly Connect

Learn how to automate the extraction of bank statement data into Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin extracting bank statement data into Google Sheets, you first need to access Pabbly Connect. This powerful automation platform allows you to create workflows without any coding knowledge. If you are a new user, visit the Pabbly Connect landing page and sign up for free to receive 100 hours of automation every month.

Once logged in, navigate to the workflow builder. This is where you will set up the trigger and actions for your workflow. Remember, the trigger is what starts the automation, while actions are the tasks that follow. Following these steps ensures that you can effectively automate the extraction of bank statement data into Google Sheets.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your automation using Pabbly Connect. Click on the ‘Add Trigger’ button and search for ‘Google Drive’ to select it as your trigger application. Choose the event as ‘New File in Specific Folder’ to ensure that every time a bank statement is added to the designated folder, the workflow will activate.

• Select ‘Google Drive’ as the trigger application.
• Choose ‘New File in Specific Folder’ as the event.
• Connect to Google Drive by selecting an existing connection or creating a new one.

After setting the trigger, ensure that the folder you select is sharable. This is crucial because the AI needs access to read the bank statements you upload. Once this is done, click on ‘Save and Send Test Request’ to confirm that the setup is correctly configured.

3. Extracting Bank Statement Data with Pabbly Connect

Now that the trigger is set up, the next step is to extract data from the bank statement using Pabbly Connect. Add a new action step and search for ‘OpenAI’ to select it. For the event, choose ‘Extract Content from PDF/Image’. This action will allow Pabbly Connect to extract the relevant information from the uploaded bank statement.

To connect OpenAI with Pabbly Connect, you will need an API key. Click on the link provided in the UI to generate your API key, then paste it into the connection settings. After saving this connection, you will need to map the PDF URL from the previous step to extract the necessary information.

• Connect OpenAI using the generated API key.
• Map the PDF URL to ensure data extraction.
• Set a simple prompt to guide the extraction process.

This step ensures that the bank statement data is extracted accurately, setting the stage for the final step of adding this data to Google Sheets.

4. Adding Extracted Data to Google Sheets

After successfully extracting the bank statement data using Pabbly Connect, the next action is to add this data to Google Sheets. Add another action step and search for ‘Google Sheets’. Select the event as ‘Add New Row’ to insert the extracted data into your spreadsheet.

Connect Google Sheets by signing in with your Google account. Once connected, select the spreadsheet and the specific sheet where you want the data to be added. You will then map the extracted details from the previous action to the respective columns in Google Sheets.

Select the spreadsheet and sheet for data entry. Map all extracted details to the appropriate columns. Click ‘Save and Send Test Request’ to finalize the process.

Once you receive a positive response, you can check your Google Sheets to confirm that the data has been added successfully, completing your automation process.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the extraction of bank statement data into Google Sheets. By setting up triggers in Google Drive and utilizing OpenAI for data extraction, you can streamline your workflow efficiently. This automation not only saves time but also reduces manual data entry errors, making it an essential tool for your business.

With Pabbly Connect, you can easily create workflows that enhance your productivity and simplify complex tasks. Try it out today and see how it can transform your data management processes!