Workflow Description
Workflow Description This workflow automates the processing of credit card statement emails from multiple banks. It extracts important payment details, stores them in Google Sheets, and creates calendar reminders in Google Calendar. Additionally, it allows users to update the payment status once the bill has been paid. Key Features Email Processing: Retrieves credit card statement emails from eight Taiwanese banks. PDF Parsing: Extracts payment due date and amount from email content or attached PDF files. Google Sheets Integration: Logs extracted data into a Google Sheets document for record-keeping. Google Calendar Integration: Creates Google Calendar events as reminders for due payments. Webhook for Payment Updates: Allows users to update the payment status via a webhook. Node Configurations 1. Email Retrieval Purpose**: Fetches credit card statement emails from Gmail. Configuration**: Email Filters: SinoPac Bank: from:(newebill.banksinopac.com.tw) SinoPac Bank Credit Card E-Statement Notification Cathay United Bank: from:(service@pxbillrc01.cathaybk.com.tw) Cathay United Bank Monthly E-Statement CTBC Bank: from:(ebill@estats.ctbcbank.com) CTBC Bank Credit Card E-Statement Taipei Fubon Bank: from:(rs@cf.taipeifubon.com.tw) Taipei Fubon Bank Credit Card Statement E.SUN Commercial Bank: from:(estatement@esunbank.com) E.SUN Commercial Bank Credit Card E-Statement DBS Bank: from:(eservicetw@dbs.com) DBS Bank Credit Card E-Statement Union Bank of Taiwan: from:(聯邦銀行信用卡) Union Bank of Taiwan Credit Card E-Statement (Year Month) Taishin International Bank: from:(webmaster@bhurecv.taishinbank.com.tw) Taishin International Bank Credit Card E-Statement 2. Extract Payment Information Purpose**: Extracts payment due date, total amount, and minimum payment amount. Methods**: Text-based Extraction: Uses regex to parse email body. PDF Parsing: Extracts text from PDF attachments. 3. Data Processing and Storage 3.1. Consolidate Extracted Data Purpose**: Standardizes extracted payment details. Data Fields**: payment_due_date payment_amount minimum_payment email_id bank email_subject 3.2. Google Sheets Integration Purpose**: Stores the extracted data in a structured format. Configuration**: Sheet Name: n8n-Credit Card Payment Reminder Columns: calendar_id Paid Billing Period Amount Minimum Payment Bank email_id 4. Google Calendar Integration 4.1. Create Calendar Reminders Purpose**: Generates reminders for upcoming payments. Configuration**: Event Title: Credit Card Payment - {{ bank }} Due Date: payment_due_date Reminders: 30 minutes before 60 minutes before 1 day before 4.2. Update Payment Status Purpose**: Updates the calendar event once payment is made. Configuration**: Webhook URL: Automatically updates the Google Calendar event title and description. 5. Webhook for Payment Updates Purpose: Users can mark a payment as **paid via a webhook. Configuration**: Webhook Path: darrell_demo_creditcard_pay_update_path Updates: Marks the payment as Paid Updates Google Calendar and Google Sheets. An n8n automation workflow template by darrell_tw.
darrell_tw
web
paid
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