Track bank SMS expenses with Google Sheets, Telegram and Claude
Ready for 3.0What this workflow does
This AI workflow has 17 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets, Telegram and Anthropic Chat Model.
How it runs
Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).
- Parse & Normalize Transaction (Code): runs custom JavaScript code
- CashLens Financial Assistant (AI Agent): runs an AI agent, with model: Claude Model; 3 tools (Calculator, get_review_queue, get_transactions); memory: Conversation Memory
- Is Transaction Valid? (If): checks a condition and branches into true / false
- Send Telegram Reply (Telegram): uses Telegram
- Save to Transaction Ledger (Google Sheets): append or update
- Needs Manual Review? (If): checks a condition and branches into true / false
- Confirm Transaction Saved (Respond to Webhook): sends the response back to the webhook caller
- Save to Review Queue (Google Sheets): append or update
- Reject Invalid Transaction (Respond to Webhook): sends the response back to the webhook caller
- Confirm Review Queue (Respond to Webhook): sends the response back to the webhook caller
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 (12)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Google Sheets
n8n-nodes-base.googleSheets - Respond to Webhook
n8n-nodes-base.respondToWebhook - Telegram Trigger
n8n-nodes-base.telegramTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - Telegram
n8n-nodes-base.telegram
From the author
Quick overview This workflow captures bank SMS alerts via a secured webhook, parses them into structured transactions, and stores them in Google Sheets, while also running a Telegram bot powered by Anthropic Claude to answer spending questions using the…