Automated Credit Card Payment Reminder & Tracking for Taiwan Banks

Overview

This workflow streamlines the process of tracking and reminding users about credit card payments for multiple Taiwan banks. It integrates Google Sheets, Gmail, and Google Calendar to automate notifications and manage payment schedules efficiently.

Key Features

• Automated Data Collection: Retrieves payment data from Google Sheets and processes it for multiple banks, including SINOPAC and Cathay.
• Email Notifications: Sends timely payment reminders via Gmail, ensuring users never miss a due date.
• PDF Handling: Extracts and organizes payment details from PDF statements for accurate tracking.
• Calendar Integration: Automatically creates and updates Google Calendar events to reflect payment statuses and deadlines.
• Webhook Triggers: Allows for real-time updates and manual workflow testing.

Benefits

• Reduces Manual Effort: Eliminates the need for manual tracking and reminders, saving significant administrative time.
• Improves Payment Compliance: Ensures timely payments, reducing the risk of late fees and improving credit health.
• Centralized Management: Consolidates payment information and reminders across multiple banks in one automated system.

Use Cases

• Individuals or finance teams managing multiple credit cards across Taiwan banks.
• Businesses seeking to automate employee or client payment reminders and tracking.

Integrations

• Google Sheets for data management
• Gmail for email notifications
• Google Calendar for scheduling
• Webhooks for real-time triggers