Teach Make.com Bank CSV Workflow
Budget: $8 – $15 USD
I would like a hands-on session where you walk me through building a Make.com (Integromat) scenario that turns my monthly bank statements—supplied only as PDFs—into a clean CSV matching a template I already use. The workflow must:
• read the PDF, pull out just the transaction date, description and amount
• map those three fields to my column order
• save the finished file as a downloadable CSV in a designated cloud folder
- one payments and one receipts file
I have an active Make.com account and can provide sample statements plus the target CSV template. If native modules are not enough, please show me any cost-free or low-cost connectors you recommend, but keep the stack inside Make whenever possible.
The engagement ends when I can drop a fresh PDF into the flow and reliably receive a correctly formatted CSV on the other side, and when I understand each step well enough to maintain or tweak it myself. A screen-share lesson (recorded for my reference) and a brief written recap of key modules/settings will be perfect for deliverables.
• read the PDF, pull out just the transaction date, description and amount
• map those three fields to my column order
• save the finished file as a downloadable CSV in a designated cloud folder
- one payments and one receipts file
I have an active Make.com account and can provide sample statements plus the target CSV template. If native modules are not enough, please show me any cost-free or low-cost connectors you recommend, but keep the stack inside Make whenever possible.
The engagement ends when I can drop a fresh PDF into the flow and reliably receive a correctly formatted CSV on the other side, and when I understand each step well enough to maintain or tweak it myself. A screen-share lesson (recorded for my reference) and a brief written recap of key modules/settings will be perfect for deliverables.
Related categories:
PHP
JavaScript
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Scripting
Data Extraction
Data Integration
Automation
API Integration
Make.com