Track personal finances in Google Sheets with AI agent via Slack
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 19 nodes and runs on a schedule (every day at 23:00) (plus 1 other trigger). Along the way it connects Google Sheets, Slack, Google Gemini Chat Model and Postgres Chat Memory.
How it runs
Trigger: On a schedule (every day at 23:00) (plus 1 other trigger).
- Get Current Balance (Google Sheets): uses Google Sheets
- Get Active Debts (Google Sheets): uses Google Sheets
- AI Agent: runs an AI agent, with model: Google Gemini Chat Model; 8 tools (Think, Get Debts, Calculator, Get Balances…); memory: Postgres Chat Memory
- Merge: merges the data from its input branches
- replying to the user (Slack): uses Slack
- Format Daily Message (Code): runs custom JavaScript code
- Send Slack Message (Slack): uses Slack
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
- Still check Slack Trigger requires a signing secret on the Slack API credential (Bot Mention trigger).
Nodes used (12)
- Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - Slack
n8n-nodes-base.slack - Merge
n8n-nodes-base.merge - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - Think Tool
@n8n/n8n-nodes-langchain.toolThink - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - Postgres Chat Memory
@n8n/n8n-nodes-langchain.memoryPostgresChat - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Slack Trigger
n8n-nodes-base.slackTrigger
From the author
Who's it for This workflow is perfect for individuals who want to maintain detailed financial records without the overhead of complex budgeting apps. If you prefer natural language over data entry forms and want an AI assistant to handle the bookkeeping, this…