This n8n workflow automates the process of reminding parents about upcoming school fee payments, ensuring timely payments and reducing manual effort. It runs daily at 8 AM to check for pending fees nearing their due date, specifically within three days. The workflow reads pending fee records from an Excel sheet, filters those due soon, and generates personalized payment links for each student. It then prepares and sends both email and WhatsApp reminders containing fee details, due dates, and payment links. After notifications are dispatched, it updates the records to mark those reminders as sent.

The process begins with a scheduled trigger that initiates the workflow daily at 8 AM. It pulls pending fee data from an Excel workbook using Microsoft Excel nodes, then processes each record with custom JavaScript code to identify upcoming deadlines (within 3 days). For each relevant record, it constructs a secure payment link. Subsequently, separate code nodes prepare personalized email content and WhatsApp messages, embedding fee details and payment links. The alerts are sent via email (using SMTP) and WhatsApp (via API). The workflow also includes steps to update records in Excel after reminders are dispatched, maintaining an organized log.

This automation is ideal for educational institutions aiming to streamline fee payment reminders, improve communication efficiency, and enhance cash flow management. It ensures parents are notified early and can make timely payments, reducing overdue fees and manual follow-up efforts.