Oneclick AI Squad This workflow corresponds to n8n.io template #7039 — we link there as the canonical source.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "Pq2ofdKSIXGjpA4G",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Automated School Fee Reminder Workflow with Payment Link",
"tags": [],
"nodes": [
{
"id": "a4054030-d07a-4d6c-831a-ab4feb752d28",
"name": "Daily Fee Check - 8 AM",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
40,
340
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "4f2d2d48-1816-47ea-a5e3-763a47fb5153",
"name": "Read Pending Fees",
"type": "n8n-nodes-base.microsoftExcel",
"position": [
260,
340
],
"parameters": {
"filters": {
"fields": [
{
"value": "Pending",
"column": "Status"
}
]
},
"resource": "worksheet",
"workbook": {
"__rl": true,
"mode": "id",
"value": "=fee-records-workbook"
}
},
"credentials": {
"microsoftExcelOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "abdbf0e0-202e-4a77-bade-0923c269bd47",
"name": "Process Fee Reminders",
"type": "n8n-nodes-base.code",
"position": [
480,
340
],
"parameters": {
"jsCode": "const currentDate = new Date();\nconst reminderDate = new Date();\nreminderDate.setDate(currentDate.getDate() + 3);\n\nconst feeRecords = $input.all();\nconst reminders = [];\n\nfor (const record of feeRecords) {\n const feeData = record.json;\n const dueDate = new Date(feeData.dueDate);\n \n if (dueDate <= reminderDate && dueDate > currentDate) {\n const paymentLink = `https://payments.school.edu/pay?student=${feeData.studentId}&amount=${feeData.amount}&ref=${feeData.feeId}`;\n \n reminders.push({\n studentName: feeData.studentName,\n parentName: feeData.parentName,\n parentEmail: feeData.parentEmail,\n parentPhone: feeData.parentPhone,\n feeType: feeData.feeType,\n amount: feeData.amount,\n dueDate: feeData.dueDate,\n feeId: feeData.feeId,\n paymentLink: paymentLink,\n daysRemaining: Math.ceil((dueDate - currentDate) / (1000 * 60 * 60 * 24))\n });\n }\n}\n\nreturn reminders.map(item => ({ json: item }));"
},
"typeVersion": 2
},
{
"id": "4d9a3063-7660-4f5e-bae3-43264b93d500",
"name": "Prepare Email Reminder",
"type": "n8n-nodes-base.code",
"position": [
700,
240
],
"parameters": {
"jsCode": "const feeData = $input.first().json;\n\nconst emailSubject = `Fee Reminder: ${feeData.feeType} Due in ${feeData.daysRemaining} days`;\nconst emailBody = `Dear ${feeData.parentName},\n\nThis is a friendly reminder that the ${feeData.feeType} for ${feeData.studentName} is due on ${feeData.dueDate}.\n\nFee Details:\n- Student: ${feeData.studentName}\n- Fee Type: ${feeData.feeType}\n- Amount: $${feeData.amount}\n- Due Date: ${feeData.dueDate}\n- Days Remaining: ${feeData.daysRemaining}\n\n\ud83d\udcb3 PAY NOW: ${feeData.paymentLink}\n\nTo avoid late fees, please complete payment before the due date. If you have any questions, contact our finance office.\n\nThank you,\nSchool Finance Office`;\n\nreturn [{\n json: {\n to: feeData.parentEmail,\n subject: emailSubject,\n body: emailBody,\n parentName: feeData.parentName,\n studentName: feeData.studentName,\n paymentLink: feeData.paymentLink\n }\n}];"
},
"typeVersion": 2
},
{
"id": "00e52e34-38e0-449c-aeb7-ebd7abad5d19",
"name": "Prepare WhatsApp Reminder",
"type": "n8n-nodes-base.code",
"position": [
700,
440
],
"parameters": {
"jsCode": "const feeData = $input.first().json;\n\nconst whatsappMessage = `\ud83c\udfeb *Fee Reminder*\\n\\nDear ${feeData.parentName},\\n\\n\ud83d\udcb0 ${feeData.feeType} for *${feeData.studentName}*\\n\ud83d\udcb5 Amount: $${feeData.amount}\\n\ud83d\udcc5 Due: ${feeData.dueDate}\\n\u23f0 ${feeData.daysRemaining} days remaining\\n\\n\ud83d\udd17 *Pay Now:* ${feeData.paymentLink}\\n\\n_Please pay before due date to avoid late fees._\\n\\nSchool Finance Office`;\n\nreturn [{\n json: {\n phone: feeData.parentPhone,\n message: whatsappMessage,\n parentName: feeData.parentName,\n studentName: feeData.studentName,\n paymentLink: feeData.paymentLink\n }\n}];"
},
"typeVersion": 2
},
{
"id": "feb3bb1d-09c8-4f3d-93d7-5f8a290610e0",
"name": "Send Email Reminder",
"type": "n8n-nodes-base.emailSend",
"position": [
1140,
240
],
"parameters": {
"text": "={{$json.body}}",
"options": {},
"subject": "={{$json.subject}}",
"toEmail": "={{$json.to}}",
"fromEmail": "user@example.com",
"emailFormat": "text"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "5ba21990-c355-4c14-b9a8-30289b096b33",
"name": "Update Reminder Status",
"type": "n8n-nodes-base.microsoftExcel",
"position": [
1360,
340
],
"parameters": {
"options": {},
"dataMode": "autoMap",
"resource": "worksheet",
"workbook": {
"__rl": true,
"mode": "id",
"value": "=fee-records-workbook"
},
"operation": "update",
"worksheet": {
"__rl": true,
"mode": "id",
"value": "=345yhhgt43wedf"
},
"columnToMatchOn": "=name"
},
"credentials": {
"microsoftExcelOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "d8213541-6f43-4550-b8f8-c3ff32a5892a",
"name": "Workflow Info",
"type": "n8n-nodes-base.stickyNote",
"position": [
-40,
-240
],
"parameters": {
"color": 3,
"width": 540,
"height": 400,
"content": "### **Fee Reminder Workflow**\n\n**\u23f0 Daily Check:** Runs at 8 AM\n\n**\ud83d\udd0d Process:**\n1. Read pending fees from Excel\n2. Filter fees due in 3 days\n3. Generate payment links\n4. Send email & WhatsApp reminders\n5. Update reminder status\n\n**\ud83d\udce7 Channels:**\n- Email with payment link\n- WhatsApp with formatted message\n\n**\ud83d\udd17 Payment Integration:**\nAutomatically generates secure payment links for each fee reminder."
},
"typeVersion": 1
},
{
"id": "8f415190-7c68-43fe-b9ac-8259fe14bce8",
"name": "Wait For Prepare Reminder",
"type": "n8n-nodes-base.wait",
"position": [
920,
240
],
"parameters": {},
"typeVersion": 1.1
},
{
"id": "08cea390-d569-4399-b1de-f84d9397c218",
"name": "Wait For Prepare Reminder for WhatsApp",
"type": "n8n-nodes-base.wait",
"position": [
920,
440
],
"parameters": {},
"typeVersion": 1.1
},
{
"id": "0c791c6b-f9c1-47ce-8dd2-a5f84afa51dd",
"name": "Send message",
"type": "n8n-nodes-base.whatsApp",
"position": [
1140,
440
],
"parameters": {
"textBody": "={{$json.body}}",
"operation": "send",
"phoneNumberId": "=+919988776655",
"additionalFields": {},
"recipientPhoneNumber": "={{$json.toforwp}}"
},
"credentials": {
"whatsAppApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "439c53c8-91d7-41ec-8903-0c266343961d",
"connections": {
"Send message": {
"main": [
[
{
"node": "Update Reminder Status",
"type": "main",
"index": 0
}
]
]
},
"Read Pending Fees": {
"main": [
[
{
"node": "Process Fee Reminders",
"type": "main",
"index": 0
}
]
]
},
"Send Email Reminder": {
"main": [
[
{
"node": "Update Reminder Status",
"type": "main",
"index": 0
}
]
]
},
"Process Fee Reminders": {
"main": [
[
{
"node": "Prepare Email Reminder",
"type": "main",
"index": 0
},
{
"node": "Prepare WhatsApp Reminder",
"type": "main",
"index": 0
}
]
]
},
"Daily Fee Check - 8 AM": {
"main": [
[
{
"node": "Read Pending Fees",
"type": "main",
"index": 0
}
]
]
},
"Prepare Email Reminder": {
"main": [
[
{
"node": "Wait For Prepare Reminder",
"type": "main",
"index": 0
}
]
]
},
"Prepare WhatsApp Reminder": {
"main": [
[
{
"node": "Wait For Prepare Reminder for WhatsApp",
"type": "main",
"index": 0
}
]
]
},
"Wait For Prepare Reminder": {
"main": [
[
{
"node": "Send Email Reminder",
"type": "main",
"index": 0
}
]
]
},
"Wait For Prepare Reminder for WhatsApp": {
"main": [
[
{
"node": "Send message",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
microsoftExcelOAuth2ApismtpwhatsAppApi
Pro
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About this workflow
Automatically sends fee reminders (via email and WhatsApp) to parents with secure payment links, 3 days before the due date.
Source: https://n8n.io/workflows/7039/ — original creator credit. Request a take-down →
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