Microsoft Excel 365 and WhatsApp Business Cloud integration

This workflow automatically notifies travelers about their pending trip payments and provides secure payment links through Email and WhatsApp. It runs twice daily (at 7 AM and 7 PM) to ensure timely reminders before the due date. Designed for travel agencies, it simplifies payment tracking, reduces manual follow-up, and ensures every traveler receives personalized reminders with real-time payment status updates. 🔧 Main Components Daily Payment Check – 7 AM & 7 PM Scheduled triggers that start the workflow daily at 7 AM and 7 PM. Read Pending Travel Payment Fetches traveler payment records from an Excel sheet (using getAll method). Process Payment Reminders Filters records to find pending payments due within the next 3 days. Create Payment Reminders Generates personalized payment reminders. Make Reminder For Email Prepares email-friendly messages with payment links. Send Email Reminder Sends the payment reminder email with a secure payment link to the traveler. Prepare WhatsApp Reminder Generates WhatsApp-friendly messages with payment and payment details. Send WhatsApp Message Sends the message to the traveler’s WhatsApp number using a message API. Update Status Of Reminder Updates the Excel file to mark reminders as sent to avoid duplicates. 🧩 Channels Used 📧 Email – with personalized payment link 💬 WhatsApp – formatted reminder message 🔐 Payment Integration Secure payment links are auto-generated per traveler to enable direct and safe online payments. ✅ Essential Prerequisites Excel sheet with payment records (travel_payment_data.xlsx) SMTP credentials for sending email WhatsApp API or provider integration (like Twilio or Gupshup) Access to a payment gateway or service for link generation File storage access to update reminder status in Excel 📁 Required Excel File Structure (travel_payment_data.xlsx) | Traveler ID | Name | Email | Phone | Payment Due Date | Amount | Reminder Sent | |-------------|------------|-------------------|---------------|------------------|---------|---------------| | TR001 | Arjun Patel| [email protected] | +919876543210 | 2025-10-20 | ₹3000 | No | 🧾 Expected Input Format Example { "travelerId": "TR001", "name": "Arjun Patel", "email": "[email protected]", "phone": "+919876543210", "dueDate": "2025-10-20", "amount": "₹3000", "reminderSent": "No" } 🚀 Key Features ⏰ Scheduled Daily Execution – Fully automated at 7 AM and 7 PM 🧮 Due-Date Filtering – Only targets payments due in the next 3 days 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp 🔗 Secure Payment Links – Auto-generated for each traveler 🔄 Reminder Tracking – Prevents duplicate reminders by updating status ⚙️ Quick Setup Guide Import Workflow JSON into your n8n instance. Configure schedule in the “Daily Payment Check” node (default: 7 AM & 7 PM). Set Excel file path in the “Read Pending Travel Payment” node. Update your payment processing logic in the “Process Payment Reminders” node. Add email credentials in the “Send Email Reminder” node. Integrate WhatsApp provider API in the “Send WhatsApp Message” node. Define how you generate secure payment links. Test with sample data and activate workflow.

📚 Automated School Fee Reminder Workflow with Payment Link Automatically sends fee reminders (via email and WhatsApp) to parents with secure payment links, 3 days before the due date. 🔧 Main Components Daily Fee Check – 8 AM** Scheduled trigger that starts the workflow daily at 8 AM. Read Pending Fees** Fetches student fee records from an Excel sheet (using getAll method). Process Fee Reminders** Filters records to find pending fees due within the next 3 days. Prepare Email Reminder** Generates personalized email messages with payment links. Wait for Email Preparation** Adds delay/wait condition for email logic readiness. Send Email Reminder** Sends the fee reminder email with a secure payment link to the parent. Prepare WhatsApp Reminder** Generates WhatsApp-friendly messages with fee and payment details. Wait for WhatsApp Preparation** Waits for WhatsApp message logic to complete. Send WhatsApp Message** Sends the message to the parent’s WhatsApp number using a message API. Update Reminder Status** Updates the Excel file to mark reminders as sent to avoid duplicates. 🧩 Channels Used 📧 Email – with personalized payment link 💬 WhatsApp – formatted reminder message 🔐 Payment Integration Secure payment links are auto-generated per student to enable direct and safe online fee payments. ✅ Essential Prerequisites Excel sheet with fee records (student_fee_data.xlsx) SMTP credentials for sending email WhatsApp API or provider integration (like Twilio or Gupshup) Access to a payment gateway or service for link generation File storage access to update reminder status in Excel 📁 Required Excel File Structure (student_fee_data.xlsx) | Student ID | Name | Email | Phone | Fee Due Date | Amount | Reminder Sent | | ---------- | ---- | ----- | ----- | ------------ | ------ | ------------- | 🧾 Expected Input Format Example { "studentId": "ST123", "name": "Ria Mehta", "email": "[email protected]", "phone": "+919123456789", "dueDate": "2025-08-10", "amount": "₹5000", "reminderSent": "No" } 🚀 Key Features ⏰ Scheduled Daily Execution – Fully automated at 8 AM 🧮 Due-Date Filtering – Only targets fees due in the next 3 days 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp 🔗 Secure Payment Links – Auto-generated for each student 🔄 Reminder Tracking – Prevents duplicate reminders by updating status ⚙️ Quick Setup Guide Import Workflow JSON into your n8n instance. Configure schedule in the “Daily Fee Check” node (default: 8 AM). Set Excel file path in the “Read Pending Fees” node. Update your fee processing logic in the “Process Fee Reminders” node. Add email credentials in the “Send Email Reminder” node. Integrate WhatsApp provider API in the “Send message” node. Define how you generate secure payment links. Test with sample data and activate workflow. 🛠️ Parameters to Configure | Parameter | Description | | ------------------ | ------------------------------------------ | | excel_file_path | Path to the fee tracking Excel file | | smtp_host | SMTP server for sending email reminders | | smtp_user | Email username | | smtp_password | Email password | | whatsapp_api_key | WhatsApp API key for sending messages | | payment_api_url | URL for generating payment links | | admin_email | (Optional) Admin email for error reporting |