Who is this workflow for? Efficiently manage your credit card payments from multiple Taiwanese banks by automating email processing, data extraction, and reminders. This n8n workflow streamlines the entire payment tracking process, ensuring you never miss a due date..

What does this workflow do?

1. Email Retrieval

  • Purpose: Fetches credit card statement emails from Gmail for eight Taiwanese banks.
  • Configuration:
  • Email Filters: Specific filters are set for each bank to accurately retrieve relevant credit card statement emails.
    • Examples include filtering by sender address and email subject, such as from:(newebill.banksinopac.com.tw) SinoPac Bank Credit Card E-Statement Notification.

2. Extract Payment Information

  • Purpose: Extracts essential payment details including due date, total amount, and minimum payment.
  • Methods:
  • Text-based Extraction: Utilizes regex patterns to parse information directly from the email body.
  • PDF Parsing: Extracts text from attached PDF statements to retrieve necessary payment details.

3. Data Processing and Storage

3.1. Consolidate Extracted Data

  • Purpose: Standardizes and organizes the extracted payment information.
  • Data Fields:
  • payment_due_date
  • payment_amount
  • minimum_payment
  • email_id
  • bank
  • email_subject

3.2. Google Sheets Integration

  • Purpose: Stores the structured payment data for record-keeping and further processing.
  • Configuration:
  • Sheet Name: n8n-Credit Card Payment Reminder
  • Columns: Includes calendar_id, Paid, Billing Period, Amount, Minimum Payment, Bank, and email_id.

4. Google Calendar Integration

4.1. Create Calendar Reminders

  • Purpose: Generates calendar events to remind users of upcoming credit card payments.
  • Configuration:
  • Event Title: Credit Card Payment - {{ bank }}
  • Due Date: Mapped to payment_due_date
  • Reminders: Set notifications for 30 minutes before, 60 minutes before, and 1 day before the due date.

4.2. Update Payment Status

  • Purpose: Updates the calendar event and records once a payment is made.
  • Configuration:
  • Webhook URL: Automatically modifies the Google Calendar event title and description to reflect the payment status.

5. Webhook for Payment Updates

  • Purpose: Enables users to mark payments as paid through a webhook, ensuring all records are up-to-date.
  • Configuration:
  • Webhook Path: darrell_demo_creditcard_pay_update_path
  • Updates:
    • Marks the payment as Paid in Google Sheets.
    • Updates the corresponding Google Calendar event to indicate the payment has been completed.

🤖 Why Use This Automation Workflow?

  • Time-Saving Automation: Eliminate manual tracking by automatically processing and organizing your credit card statements.
  • Centralized Data Management: Keep all payment details in one Google Sheets document for easy access and management.
  • Timely Reminders: Receive Google Calendar notifications to ensure you make payments on time, avoiding late fees and interest.

👨‍💻 Who is This Workflow For?

This workflow is ideal for individuals and small businesses managing multiple credit cards from various Taiwanese banks. It is perfect for those seeking a streamlined and automated solution to track payment due dates and amounts without manual intervention.

🎯 Use Cases

  1. Personal Finance Management: Automatically track and manage personal credit card payments from different banks, ensuring timely payments and better budgeting.
  2. Small Business Accounting: Streamline the management of multiple business credit cards, maintaining accurate records and scheduling reminders for payment deadlines.
  3. Financial Advisors: Provide clients with an automated system to monitor their credit card payments, enhancing financial oversight and planning.

TL;DR

This n8n workflow provides a comprehensive solution for automating the tracking of credit card payments from multiple Taiwanese banks. By integrating email retrieval, data extraction, Google Sheets storage, and Google Calendar reminders, it ensures efficient and timely management of your financial obligations. Additionally, the webhook feature allows for seamless updates of payment statuses, maintaining accurate and up-to-date records.

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