Stripe dispute management with Google Sheets ledger & Gmail notifications
Description
This automation manages Stripe disputes by fetching dispute data, formatting it, logging it into Google Sheets, updating related payment records, and notifying the customer via email. It ensures finance and support teams always have up-to-date dispute information while keeping customers informed automatically.
What This Template Does (Step-by-Step)
- π Manual Trigger β Start the workflow manually.
- π Fetch Latest Disputes from Stripe β Retrieves the 5 most recent disputes via the Stripe API.
- π Format Stripe Dispute Data β Cleans and restructures the raw Stripe response (dispute_id, charge_id, amount, currency, reason, status, respond_by, etc.).
- π Log Dispute in Disputes Sheet β Appends a new row in the Disputes sheet for historical record-keeping.
- π§ Send Customer Dispute Notification Email β Notifies the customer about the dispute with all relevant details (amount, status, respond-by date).
- π Find Payment in Ledger β Searches the Payments Sheet for a matching charge_id.
- β Check if Payment Exists β Confirms whether the disputed payment already exists in the ledger.
- βοΈ Update Payment Record with Dispute Info β If found, updates the existing payment row with dispute details (status, dispute amount, respond_by date, etc.).
Prerequisites
- Stripe account + API key
- Google Sheets with:
- Disputes Sheet (for logging disputes)
- Payments Sheet (for updating transactions)
- Gmail account with OAuth2 credentials
Key Benefits
β Keeps a historical log of all disputes in one sheet β Updates existing payment records with dispute status β Sends automatic customer notifications to reduce confusion β Helps finance and support teams track disputes in real time
Perfect For
- Finance teams handling payment disputes
- Support teams needing automatic customer updates
- Businesses that want clear visibility into disputes alongside payment records
Stripe Dispute Management with Google Sheets Ledger and Gmail Notifications
This n8n workflow automates the process of managing Stripe disputes by logging them into a Google Sheet ledger and sending out Gmail notifications for new disputes. It helps businesses keep track of disputes and ensures timely awareness.
What it does
This workflow simplifies dispute management by:
- Triggering Manually: The workflow is initiated manually, allowing for on-demand processing of dispute data.
- Fetching Dispute Data: It makes an HTTP request to an external API (presumably a Stripe API endpoint or a custom service) to retrieve dispute information.
- Logging to Google Sheets: It records the fetched dispute data into a specified Google Sheet, acting as a centralized ledger for all disputes.
- Conditional Notification: It includes a conditional logic step (
Ifnode) to determine if a notification should be sent. - Sending Gmail Notifications: If the condition is met, it sends an email notification via Gmail, alerting relevant parties about the dispute.
- Custom Code Execution: It includes a
Codenode, indicating that custom JavaScript logic can be executed at some point in the workflow, potentially for data transformation or more complex conditional checks. - Adding Explanatory Notes: Sticky notes are used to provide additional context or instructions within the workflow.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance.
- Google Account: A Google account with access to Google Sheets and Gmail.
- Stripe Account (or equivalent API): Access to an API that provides dispute data (e.g., Stripe API).
- Credentials:
- Google Sheets credentials configured in n8n.
- Gmail credentials configured in n8n.
- HTTP Request credentials (if required by your API endpoint).
Setup/Usage
- Import the Workflow: Download the provided JSON and import it into your n8n instance.
- Configure Credentials:
- Set up your Google Sheets credential.
- Set up your Gmail credential.
- Configure any necessary credentials for the HTTP Request node to connect to your dispute data source.
- Customize Google Sheets Node:
- Specify the Spreadsheet ID and Sheet Name where you want to log the disputes.
- Ensure the column headers in your Google Sheet match the data being sent from the HTTP Request node.
- Customize HTTP Request Node:
- Update the URL and Method to correctly fetch dispute data from your chosen API.
- Configure any Headers, Query Parameters, or Body as required by the API.
- Configure If Node:
- Adjust the conditions in the
Ifnode to define when a Gmail notification should be sent (e.g., based on dispute status, amount, etc.).
- Adjust the conditions in the
- Customize Gmail Node:
- Specify the Recipient Email Address(es) for notifications.
- Customize the Subject and Body of the email to include relevant dispute details.
- Review Code Node (Optional): If the
Codenode contains custom logic, review and modify it as needed for your specific use case. - Execute the Workflow: Click the "Execute workflow" button on the "Manual Trigger" node to run the workflow.
Related Templates
Automate Dutch Public Procurement Data Collection with TenderNed
TenderNed Public Procurement What This Workflow Does This workflow automates the collection of public procurement data from TenderNed (the official Dutch tender platform). It: Fetches the latest tender publications from the TenderNed API Retrieves detailed information in both XML and JSON formats for each tender Parses and extracts key information like organization names, titles, descriptions, and reference numbers Filters results based on your custom criteria Stores the data in a database for easy querying and analysis Setup Instructions This template comes with sticky notes providing step-by-step instructions in Dutch and various query options you can customize. Prerequisites TenderNed API Access - Register at TenderNed for API credentials Configuration Steps Set up TenderNed credentials: Add HTTP Basic Auth credentials with your TenderNed API username and password Apply these credentials to the three HTTP Request nodes: "Tenderned Publicaties" "Haal XML Details" "Haal JSON Details" Customize filters: Modify the "Filter op ..." node to match your specific requirements Examples: specific organizations, contract values, regions, etc. How It Works Step 1: Trigger The workflow can be triggered either manually for testing or automatically on a daily schedule. Step 2: Fetch Publications Makes an API call to TenderNed to retrieve a list of recent publications (up to 100 per request). Step 3: Process & Split Extracts the tender array from the response and splits it into individual items for processing. Step 4: Fetch Details For each tender, the workflow makes two parallel API calls: XML endpoint - Retrieves the complete tender documentation in XML format JSON endpoint - Fetches metadata including reference numbers and keywords Step 5: Parse & Merge Parses the XML data and merges it with the JSON metadata and batch information into a single data structure. Step 6: Extract Fields Maps the raw API data to clean, structured fields including: Publication ID and date Organization name Tender title and description Reference numbers (kenmerk, TED number) Step 7: Filter Applies your custom filter criteria to focus on relevant tenders only. Step 8: Store Inserts the processed data into your database for storage and future analysis. Customization Tips Modify API Parameters In the "Tenderned Publicaties" node, you can adjust: offset: Starting position for pagination size: Number of results per request (max 100) Add query parameters for date ranges, status filters, etc. Add More Fields Extend the "Splits Alle Velden" node to extract additional fields from the XML/JSON data, such as: Contract value estimates Deadline dates CPV codes (procurement classification) Contact information Integrate Notifications Add a Slack, Email, or Discord node after the filter to get notified about new matching tenders. Incremental Updates Modify the workflow to only fetch new tenders by: Storing the last execution timestamp Adding date filters to the API query Only processing publications newer than the last run Troubleshooting No data returned? Verify your TenderNed API credentials are correct Check that you have setup youre filter proper Need help setting this up or interested in a complete tender analysis solution? Get in touch π LinkedIn β Wessel Bulte
π How to transform unstructured email data into structured format with AI agent
This workflow automates the process of extracting structured, usable information from unstructured email messages across multiple platforms. It connects directly to Gmail, Outlook, and IMAP accounts, retrieves incoming emails, and sends their content to an AI-powered parsing agent built on OpenAI GPT models. The AI agent analyzes each email, identifies relevant details, and returns a clean JSON structure containing key fields: From β senderβs email address To β recipientβs email address Subject β email subject line Summary β short AI-generated summary of the email body The extracted information is then automatically inserted into an n8n Data Table, creating a structured database of email metadata and summaries ready for indexing, reporting, or integration with other tools. --- Key Benefits β Full Automation: Eliminates manual reading and data entry from incoming emails. β Multi-Source Integration: Handles data from different email providers seamlessly. β AI-Driven Accuracy: Uses advanced language models to interpret complex or unformatted content. β Structured Storage: Creates a standardized, query-ready dataset from previously unstructured text. β Time Efficiency: Processes emails in real time, improving productivity and response speed. *β Scalability: Easily extendable to handle additional sources or extract more data fields. --- How it works This workflow automates the transformation of unstructured email data into a structured, queryable format. It operates through a series of connected steps: Email Triggering: The workflow is initiated by one of three different email triggers (Gmail, Microsoft Outlook, or a generic IMAP account), which constantly monitor for new incoming emails. AI-Powered Parsing & Structuring: When a new email is detected, its raw, unstructured content is passed to a central "Parsing Agent." This agent uses a specified OpenAI language model to intelligently analyze the email text. Data Extraction & Standardization: Following a predefined system prompt, the AI agent extracts key information from the email, such as the sender, recipient, subject, and a generated summary. It then forces the output into a strict JSON structure using a "Structured Output Parser" node, ensuring data consistency. Data Storage: Finally, the clean, structured data (the from, to, subject, and summarize fields) is inserted as a new row into a specified n8n Data Table, creating a searchable and reportable database of email information. --- Set up steps To implement this workflow, follow these configuration steps: Prepare the Data Table: Create a new Data Table within n8n. Define the columns with the following names and string type: From, To, Subject, and Summary. Configure Email Credentials: Set up the credential connections for the email services you wish to use (Gmail OAuth2, Microsoft Outlook OAuth2, and/or IMAP). Ensure the accounts have the necessary permissions to read emails. Configure AI Model Credentials: Set up the OpenAI API credential with a valid API key. The workflow is configured to use the model, but this can be changed in the respective nodes if needed. Connect the Nodes: The workflow canvas is already correctly wired. Visually confirm that the email triggers are connected to the "Parsing Agent," which is connected to the "Insert row" (Data Table) node. Also, ensure the "OpenAI Chat Model" and "Structured Output Parser" are connected to the "Parsing Agent" as its AI model and output parser, respectively. Activate the Workflow: Save the workflow and toggle the "Active" switch to ON. The triggers will begin polling for new emails according to their schedule (e.g., every minute), and the automation will start processing incoming messages. --- Need help customizing? Contact me for consulting and support or add me on Linkedin.
Tax deadline management & compliance alerts with GPT-4, Google Sheets & Slack
AI-Driven Tax Compliance & Deadline Management System Description Automate tax deadline monitoring with AI-powered insights. This workflow checks your tax calendar daily at 8 AM, uses GPT-4 to analyze upcoming deadlines across multiple jurisdictions, detects overdue and critical items, and sends intelligent alerts via email and Slack only when immediate action is required. Perfect for finance teams and accounting firms who need proactive compliance management without manual tracking. ποΈπ€π Good to Know AI-Powered: GPT-4 provides risk assessment and strategic recommendations Multi-Jurisdiction: Handles Federal, State, and Local tax requirements automatically Smart Alerts: Only notifies executives when deadlines are overdue or critical (β€3 days) Priority Classification: Categorizes deadlines as Overdue, Critical, High, or Medium priority Dual Notifications: Critical alerts to leadership + daily summaries to team channel Complete Audit Trail: Logs all checks and deadlines to Google Sheets for compliance records How It Works Daily Trigger - Runs at 8:00 AM every morning Fetch Data - Pulls tax calendar and company configuration from Google Sheets Analyze Deadlines - Calculates days remaining, filters by jurisdiction/entity type, categorizes by priority AI Analysis - GPT-4 provides strategic insights and risk assessment on upcoming deadlines Smart Routing - Only sends alerts if overdue or critical deadlines exist Critical Alerts - HTML email to executives + Slack alert for urgent items Team Updates - Slack summary to finance channel with all upcoming deadlines Logging - Records compliance check results to Google Sheets for audit trail Requirements Google Sheets Structure Sheet 1: TaxCalendar DeadlineID | DeadlineName | DeadlineDate | Jurisdiction | Category | AssignedTo | IsActive FED-Q1 | Form 1120 Q1 | 2025-04-15 | Federal | Income | John Doe | TRUE Sheet 2: CompanyConfig (single row) Jurisdictions | EntityType | FiscalYearEnd Federal, California | Corporation | 12-31 Sheet 3: ComplianceLog (auto-populated) Date | AlertLevel | TotalUpcoming | CriticalCount | OverdueCount 2025-01-15 | HIGH | 12 | 3 | 1 Credentials Needed Google Sheets - Service Account OAuth2 OpenAI - API Key (GPT-4 access required) SMTP - Email account for sending alerts Slack - Bot Token with chat:write permission Setup Steps Import workflow JSON into n8n Add all 4 credentials Replace these placeholders: YOURTAXCALENDAR_ID - Tax calendar sheet ID YOURCONFIGID - Company config sheet ID YOURLOGID - Compliance log sheet ID C12345678 - Slack channel ID tax@company.com - Sender email cfo@company.com - Recipient email Share all sheets with Google service account email Invite Slack bot to channels Test workflow manually Activate the trigger Customizing This Workflow Change Alert Thresholds: Edit "Analyze Deadlines" node: Critical: Change <= 3 to <= 5 for 5-day warning High: Change <= 7 to <= 14 for 2-week notice Medium: Change <= 30 to <= 60 for 2-month lookout Adjust Schedule: Edit "Daily Tax Check" trigger: Change hour/minute for different run time Add multiple trigger times for tax season (8 AM, 2 PM, 6 PM) Add More Recipients: Edit "Send Email" node: To: cfo@company.com, director@company.com CC: accounting@company.com BCC: archive@company.com Customize Email Design: Edit "Format Email" node to change colors, add logo, or modify layout Add SMS Alerts: Insert Twilio node after "Is Critical" for emergency notifications Integrate Task Management: Add HTTP Request node to create tasks in Asana/Jira for critical deadlines Troubleshooting | Issue | Solution | |-------|----------| | No deadlines found | Check date format (YYYY-MM-DD) and IsActive = TRUE | | AI analysis failed | Verify OpenAI API key and account credits | | Email not sending | Test SMTP credentials and check if critical condition met | | Slack not posting | Invite bot to channel and verify channel ID format | | Permission denied | Share Google Sheets with service account email | π Professional Services Need help with implementation or customization? Our team offers: π― Custom workflow development π’ Enterprise deployment support π Team training sessions π§ Ongoing maintenance π Custom reporting & dashboards π Additional API integrations Discover more workflows β Get in touch with us