Automated Bank Statement Processing: PDF to Categorized CSV with AI
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Automatically monitors a Google Drive folder for new PDF bank statements. This workflow extracts text, sends it to a powerful AI model for transaction parsing and categorization, and saves the structured data as a CSV file back to Google Drive.
About This Workflow
This n8n workflow provides a robust solution for automating the laborious task of manually extracting and categorizing financial transactions from PDF bank statements. It acts as a digital assistant, continuously watching a designated Google Drive folder for new PDF files. Upon detection, it intelligently routes the file, extracts all textual content from the PDF, and then leverages a cutting-edge large language model (Llama 3.1 via OpenRouter) to interpret the raw data. The AI is specifically prompted to identify, extract, and categorize individual transactions, transforming complex bank statements into clean, actionable CSV data, which is then automatically uploaded to another Google Drive folder for easy analysis. While the current implementation primarily focuses on PDF processing using Llama 3.1, the workflow's flexible design allows for easy extension to handle image files and integrate other powerful AI models like Google Gemini for even broader document automation.
Key Features
- Automated Google Drive Monitoring: Watches a specified Google Drive folder for newly uploaded PDF documents.
- Intelligent PDF Text Extraction: Automatically extracts all textual content from incoming PDF bank statements.
- AI-Powered Transaction Categorization: Utilizes Llama 3.1 (via OpenRouter) to parse raw text, identify transactions, and assign relevant categories.
- Structured CSV Output: Converts extracted and categorized transaction data into a clean, ready-to-use CSV file.
- Automatic CSV Upload: Seamlessly uploads the generated CSV files to a designated Google Drive folder for storage and accessibility.
How To Use
- Google Drive Trigger (
Get PDF or Images):- Connect your Google Service Account credentials.
- Specify the
Folder to watchin Google Drive where you will upload your PDF bank statements (e.g., 'Actual Budget').
- Google Drive Node (
Download PDF):- Ensure this node uses the same Google Service Account credentials as the trigger.
- HTTP Request Node (
Send data to A.I.):- Connect your
Header Authcredentials for OpenRouter (or your chosen API gateway for Llama 3.1). - Review the
jsonBodyto customize the AI prompt if you need different output formats or categories (currently configured for bank statements).
- Connect your
- Google Drive Node (
Upload to Google Drive):- Ensure this node uses the same Google Service Account credentials.
- Specify the
Folder Idwhere you want the final CSV files to be uploaded (e.g., 'CSV Exports').
- Activate Workflow: Once configured, activate the workflow to start monitoring your Google Drive folder for new PDF bank statements.
Apps Used
Workflow JSON
{
"id": "34ba7a66-0f8c-4bae-a448-a6a7cc641e30",
"name": "Automated Bank Statement Processing: PDF to Categorized CSV with AI",
"nodes": 9,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 34ba7a66-0f8c...
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