Automatically update Amazon transaction memos in YNAB with AI & Gmail
Ready for 3.0What this workflow does
This AI workflow has 23 nodes and runs on a schedule (every hour) (plus 2 other triggers). Along the way it connects OpenAI Chat Model and Gmail.
How it runs
Trigger: On a schedule (every hour) (plus 2 other triggers).
- BudgetID (Edit Fields (Set)): sets 1 field: budgetid
- Get All Unapproved Transactions (HTTP Request): calls an HTTP API
- Split Out: splits a list into separate items
- Extract Needed Data (Edit Fields (Set)): sets 10 fields: date, amount, account_name…
- Check if Amazon Purchase (If): checks a condition and branches into true / false
- Check if Memo field is Empty (If): checks a condition and branches into true / false
- Loop Over Transactions (Loop Over Items (Split in Batches)): loops over the items in batches
- Search Emails for Transaction Amount (Gmail): get many
- Check if emails found (If): checks a condition and branches into true / false
- Format Emails (Edit Fields (Set)): sets 1 field: message
…plus 6 more steps. See the full node list below.
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.
Nodes used (15)
- Manual Trigger
n8n-nodes-base.manualTrigger - No Operation, do nothing
n8n-nodes-base.noOp - Webhook
n8n-nodes-base.webhook - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - HTTP Request
n8n-nodes-base.httpRequest - Split Out
n8n-nodes-base.splitOut - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Wait
n8n-nodes-base.wait - Gmail
n8n-nodes-base.gmail - Aggregate
n8n-nodes-base.aggregate - AI Agent
@n8n/n8n-nodes-langchain.agent
From the author
Who it's for ------------ This workflow is ideal for YNAB users who frequently shop on Amazon and want their transaction memos to automatically show itemized purchase details. It's especially helpful for people who import bank transactions into YNAB and want…