1.Monitors new file in folder
Integrate Google Drive and folder monitoring to detect new statement PDFs to start processing files.
Rename incoming bank statements with account holder names
Automatically monitor new bank statement PDFs across Google Drive and extract account-holder and date metadata with PDF.co and AI by Zapier. Update filenames and log audit rows when statement files arrive, uploads complete, or statement PDFs are postedβso you can convert to CSV, rename consistently, and track results without manual processing.
How this automation preserves your statement audit trail
When new bank statement PDFs land in a Drive folder, inconsistent filenames can break downstream review and audits. This automation converts PDFs to CSV, extracts account-holder metadata, and updates file names and a central worksheetβso your team can standardize processing without chasing files.
Google Driveor swap with your favorite app
2.Converts PDF to CSV
Integrate PDF.co and PDF parsing tools to convert PDFs to CSV to structure extracted data.
PDF.coor swap with your favorite app
3.Extracts structured fields
Integrate AI by Zapier and document extraction tools to extract account holder names, account number, and statement metadata to capture extraction results.
AI by Zapieror swap with your favorite app
4.Builds filename components
Integrate Formatter by Zapier and string formatting tools to split and concatenate holder names to generate consistent filename parts.
Formatter by Zapieror swap with your favorite app
5.Updates file name
Integrate Google Drive and metadata mapping tools to rename the original file in place to apply the standardized title.
6.Adds row for audit log
Integrate Google Sheets and worksheet logging tools to add a row with filenames and statuses to record audit history.
Google Sheetsor swap with your favorite app
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