Credit Card Payment Reminder & Tracking-For Taiwan Banks

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:([email protected]) Cathay United Bank Monthly E-Statement
CTBC Bank: from:([email protected]) CTBC Bank Credit Card E-Statement
Taipei Fubon Bank: from:([email protected]) Taipei Fubon Bank Credit Card Statement
E.SUN Commercial Bank: from:([email protected]) E.SUN Commercial Bank Credit Card E-Statement
DBS Bank: from:([email protected]) 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:([email protected]) 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