Credit Card Payment Reminder & Tracking for Taiwan Banks

This n8n workflow helps you track and manage your credit card payments, specifically designed to extract information from email notifications for Taiwan banks. It simplifies the process of getting key payment details and can be extended for further automation.

What it does

This workflow is designed to:

1. Receive Email Notifications: It acts as a trigger, listening for new emails in your Gmail inbox.
2. Extract Payment Information: It uses the "Extract from File" node to parse relevant payment details (like due dates, amounts, or bank names) from the content of the incoming emails.
3. Transform Data: The "Edit Fields (Set)" node allows for cleaning, renaming, or reformatting the extracted data to ensure consistency.
4. Store in Google Sheets: The processed payment information is then written to a Google Sheet, creating a centralized record of all your credit card payments.
5. Optional: Calendar Integration: It includes a Google Calendar node, suggesting the possibility of automatically adding payment due dates to your calendar (though this connection is not explicitly made in the provided JSON, it's a clear potential extension).
6. Manual Trigger: A manual trigger is also included for easy testing and debugging of the workflow.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• Gmail Account: Configured as a credential in n8n for the "Gmail Trigger" node.
• Google Sheets Account: Configured as a credential in n8n for the "Google Sheets" node.
• Google Calendar Account (Optional): If you plan to extend the workflow to add events to your calendar.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Credentials:
   • Set up your Gmail Account credentials for the "Gmail Trigger" node. You'll need to specify which emails to listen for (e.g., sender, subject keywords related to credit card statements).
   • Set up your Google Sheets Account credentials for the "Google Sheets" node. You'll need to specify the Spreadsheet ID and the sheet name where you want to store the data.
   • (Optional) Set up Google Calendar Account credentials if you intend to use the Google Calendar node.
3. Configure "Extract from File":
   • This node will need to be configured to correctly parse the content of your credit card statement emails. You'll likely need to specify the file type (e.g., text, PDF if attachments are involved, or directly parse the email body) and define patterns or selectors to extract the specific data points (e.g., "payment due date", "minimum payment amount", "bank name").
4. Configure "Edit Fields (Set)":
   • Adjust this node to shape the extracted data into the format you desire for your Google Sheet. For example, you might rename fields like extracted_date to DueDate or extracted_amount to PaymentAmount.
5. Activate the Workflow: Once configured, activate the workflow. It will automatically run when new emails matching your Gmail Trigger criteria are received.
6. Manual Testing: Use the "When clicking 'Execute workflow'" (Manual Trigger) node to manually test the workflow and ensure data is being extracted and stored correctly.