The flow
Starts it 2Logic 4Service 6
The steps in the order they run, from what starts it.
- 1Daily Payment Check - 7 AMSchedule triggerStarts it
- 2Daily Payment Check - 7 PMSchedule triggerStarts it
- 3Read Pending Travel PaymentMicrosoft ExcelService
- 4Check Pending PaymentMicrosoft ExcelService
- 5Process Payment RemindersCodeLogic
- 6Create Payment RemindersCodeLogic
- 7Prepare WhatsApp ReminderCodeLogic
- 8Make Reminder For EmailCodeLogic
- 9Send MessageWhats AppService
- 10Send Email ReminderEmail SendService
- 11Update Reminder StatusMicrosoft ExcelService
- 12Update Status Of ReminderMicrosoft ExcelService
How it's built
- Starts on
- A clock
- Steps
- 12
- Size
- Medium: a working afternoon
- Connects to
- Email, Excel, WhatsApp
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Email, Excel and WhatsApp accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 12 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 12 steps before you point it at anything that matters.