Generating Statement Automatically

[Piggy69]

Hello

How can i do that?

I want every first of the month to send in a Dropbox or oogle drive every statement from previous month from :

PayPal
Upwork
Wise

I would like each month all the files to go to the right folder.

For example :

In January : folder => 2022.01
In February : folder => 2022.02
In March : folder => 2022.03
Etc…

How can I do that.

Do you have any tutorials to help me?

 

[Pabblymember11]

Hey @Piggy69

If you can store all the statements in your Google Sheet, then you can automate such workflow.

Because the application doesn't offer any action event to retrieve all the statements from your individual applications at once.