Templates / Automatically update Amazon transaction memos in YNAB with AI & Gmail

Automatically update Amazon transaction memos in YNAB with AI & Gmail

Ready for 3.0

by Angel Menendez ✓ · 306 views · created 2025-11-04 · Document Extraction, AI Summarization

Ready 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 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).

  1. BudgetID (Edit Fields (Set)): sets 1 field: budgetid
  2. Get All Unapproved Transactions (HTTP Request): calls an HTTP API
  3. Split Out: splits a list into separate items
  4. Extract Needed Data (Edit Fields (Set)): sets 10 fields: date, amount, account_name…
  5. Check if Amazon Purchase (If): checks a condition and branches into true / false
  6. Check if Memo field is Empty (If): checks a condition and branches into true / false
  7. Loop Over Transactions (Loop Over Items (Split in Batches)): loops over the items in batches
  8. Search Emails for Transaction Amount (Gmail): get many
  9. Check if emails found (If): checks a condition and branches into true / false
  10. Format Emails (Edit Fields (Set)): sets 1 field: message

…plus 6 more steps. See the full node list below.

Services it uses

OpenAI Chat ModelGmail

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)

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…

Excerpt from Angel Menendez's description on n8n.io.

View the original on n8n.io → Check your own copy

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