> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/xyb-platform-1/xyb-ledger/integrate-with-xyb-ledger/understanding-reconciliation-in-xyb/ledger-data-extract-workflow.md).
# Ledger Data Extract Workflow
The Ledger Data Extract workflow is used when you want to **automate how the platform retrieves ledger data** for reconciliation. Instead of manually exporting transactions or balances from your ledger, this workflow lets you create a repeatable, reliable process that:
* Generates a ledger extract automatically,
* Saves it in File Vault, and
* Makes it available for reconciliation runs.
### Steps to create the workflow
1. **Create the workflow:** Go to **Workflows > Automations** and select **+ New automation**. Give it a name, such as *Ledger Data Extract*, and add a brief description.
2. **Add a trigger node:** Add a trigger to define how the workflow starts. You can choose an internal event (for automated runs) or a webhook (to trigger it externally). Configure the trigger details and save.
3. Add the **Ledger Data Extract** node to pull data from your ledger. Enter the dataset, time range, and output format, then save the configuration.
4. **(Optional) Add a notification node:** You can include a notification step to alert your team (for example, through Slack or email) when the extract is completed.
5. **Publish the workflow:** Review the setup and activate the workflow.
***
### Viewing the results
When the workflow runs, the generated ledger extract file appears in **File Vault** under the *Statement* tab. You can view, download, or verify the file and its metadata, such as dataset, time range, and creation date.
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