Automação no n8n para Verificação de Saldo em Contas de Anúncio no Meta Ads (TEMPLATE PARA COPIAR)
Automating Balance Checks and Notifications for MetaS
Overview of the Automation Process
- The video introduces an automation tool that checks the balance of MetaS daily and sends notifications to clients or the user to replenish funds, especially for prepaid accounts or when nearing payment limits.
- The automation is set to trigger every day at 9 AM, utilizing seven variables including Pay Evolution URL, token, and instance details necessary for sending messages via WhatsApp.
Client Data Management
- A client database is maintained in a spreadsheet where users input client names, ad account numbers, contact information (either phone number or group ID), and payment methods (credit card, boleto, or Pix).
- Users must specify a base value for alerts; for credit cards, this indicates when to notify about approaching limits. For boleto and Pix payments, users can set thresholds (e.g., below R$20 or R$30).
Automation Logic
- The spreadsheet automatically updates with account balances and last update dates. It allows users to mark clients as active or inactive without deleting rows.
- An "if" condition is implemented so that clients are not notified daily but rather once every three days unless they have not replenished their funds after being notified.
Notification Customization
- The automation connects with MetaAds to check if accounts are prepaid. If so, it sends personalized messages regarding payment options like generating boletos or using Pix.
- Users can customize notification messages based on whether the client uses a credit card or other payment methods. This ensures relevant communication tailored to each client's situation.
Example Notification Message
- An example message format includes greetings and important balance information specific to each client. It prompts action if the balance falls below a specified threshold (e.g., R$400).
- The presenter offers access to ready-made templates within their community for a nominal fee of R$27. They encourage viewers to join their community for networking opportunities and further learning about automations using N8N.