Ideas for best way to handle bank statement download automation
I am new to power automate and was asked to try to find a solution to pull all the bank statements for multiple clients. I'm facing a few challenges and having no experience is the biggest one. I have made the process work with a pretty inefficient flow and on a small scale, so I want to know if there are better ways to handle this so that I can reliably achieve my goal.
The goal:
A workflow that starts after the user manually logs in to each bank for one client
Downloads all of the bank statements for the most recent month
Renames them based on a set naming pattern
Saves them into a folder
Optional: Emails the user the list of each file downloaded for record keeping
I would love to keep the flow as consolidated as possible, as it's going to be shared to others eventually and if something stops working I don't want it to be totally overwhelming.
Things I'm considering:
An excel mapping of what the bank ID is in our system, the ID in the bank portal so it knows which statement is which, and a date that the flow should look for in the bank portal, and finally a column of what the file should be renamed to. I think this would be great for a less dynamic approach.
I want to avoid ui element clicking as much as possible because in my testing, this breaks pretty often. And some banks like JP Morgan use AJAX elements in the website that poses its own challenges. The way I was able to get it to work in the first place was by clicking on each button which was static and would not function for the next month's statements.
I think it would be great to have one flow that goes through each bank one by one and compiles each downloaded file into one folder, but I realize that may be more complicated than it's worth.
So what are your thoughts? Is an excel mapping a good approach? I can make this happen for each bank and client fairly easily and I think it may take a lot of expressions and interpretation out of the equation. Have you made anything similar?