Tour Payment Reminders
Twice daily, it scans for payments due in three days and sends personalized email or WhatsApp reminders with secure links.
founders and execsops and IT teams
What it does
You receive timely, personalized payment reminders for travelers due within three days via email or WhatsApp with secure links. This automation scans your Excel sheet twice daily and updates the file to prevent duplicate notifications.
Step by step
- Use a scheduled trigger set to run daily at a fixed time.
- Read rows from the specific Excel sheet using the Microsoft Excel 365 connector.
- Apply code logic to filter records where payment due date is within the next three days and status is not already 'sent'.
- Update the Excel row status to 'sent' after successful message delivery.
Where the LLM does the work
- Generate personalized reminder text that includes the traveler's name, amount due, and a secure payment link.
- Determine the appropriate tone for the message based on whether it is a first notice or a follow-up.
- Handle edge cases in date formatting to ensure compatibility across different Excel locale settings.
Watch out for
WhatsApp Business Cloud has strict template approval requirements so pre-approve your reminder templates before deploying.
Excel row locking can cause conflicts if multiple instances run simultaneously, add a unique transaction ID to track updates.
Secure payment links must not be hardcoded in the template, generate them dynamically per user to prevent security leaks.
Tools that fit
Microsoft Excel 365 Service Reading payment records and updating status
Send Email Service Sending personalized email reminders with links
WhatsApp Business Cloud Service Sending formatted WhatsApp messages
Code API Filtering due dates and generating payment links
The agent brief
Everything your agent needs, including the gotchas. Copy it and go.
You are helping me build the following AI agent workflow. ## Goal Tour Payment Reminders: Twice daily, it scans for payments due in three days and sends personalized email or WhatsApp reminders with secure links. ## Specification - What it does: You receive timely, personalized payment reminders for travelers due within three days via email or WhatsApp with secure links. This automation scans your Excel sheet twice daily and updates the file to prevent duplicate notifications. - Trigger: On a schedule (Scheduled · daily at 7 AM and 7 PM) - Autonomy: Fully hands-off - Expected setup effort: about an afternoon - Tools/services involved: - Microsoft Excel 365: Reading payment records and updating status - Send Email: Sending personalized email reminders with links - WhatsApp Business Cloud: Sending formatted WhatsApp messages - Code: Filtering due dates and generating payment links ## Known pitfalls, handle each one explicitly in your implementation 1. WhatsApp Business Cloud has strict template approval requirements so pre-approve your reminder templates before deploying. 2. Excel row locking can cause conflicts if multiple instances run simultaneously, add a unique transaction ID to track updates. 3. Secure payment links must not be hardcoded in the template, generate them dynamically per user to prevent security leaks. ## Reference implementation https://n8n.io/workflows/9844 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/automated-tour-payment-reminders/ via usecasesforagents.com
Frequently asked questions
Can I use a different Spreadsheet than Excel?
Yes. Excel is only the example spreadsheet in this recipe. The same flow works with Airtable, Baserow and Google Sheets. Swap the spreadsheet connection and keep the rest of the setup as written.
Want this running in your business?
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.
Who it's for
Built for founders and execs who need e-commerce handled without hiring for it.
Ops-IT teams triaging their own internal requests get the same pattern, different queue.