Automated Financial Tracker: AI-Powered Invoice Processing and Reporting
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Effortlessly track your expenses with this n8n workflow that automatically processes invoices from Telegram, extracts key financial data using AI, stores it in Notion, and generates insightful weekly reports. Stay on top of your finances with minimal manual effort.
About This Workflow
This powerful n8n workflow revolutionizes personal or small business expense tracking. It leverages Telegram for invoice submission, allowing you to simply send receipts as images. The workflow then utilizes Google Gemini's AI capabilities to extract crucial information like item names, quantities, prices, taxes, and dates, even if the original invoice is unstructured. This extracted data is intelligently categorized and then sent to your Notion database for organized record-keeping. Furthermore, the workflow generates a weekly spending report, complete with a visual chart, which is then automatically shared via Telegram, providing a clear overview of your financial habits. This end-to-end automation eliminates manual data entry and provides actionable financial insights.
Key Features
- AI-Powered Invoice Extraction: Utilizes advanced AI to accurately extract financial data from invoice images sent via Telegram.
- Seamless Notion Integration: Automatically logs all extracted and categorized transactions into your Notion finance database.
- Automated Weekly Reporting: Generates insightful spending reports based on your Notion data.
- Telegram Notifications: Delivers visual spending reports directly to your Telegram for easy access and review.
- Customizable AI Prompts: Fine-tune the AI's understanding of your invoices for improved accuracy.
How To Use
- Set up Telegram Trigger: Configure the Telegram Trigger node to listen for incoming messages or photos in your designated chat.
- AI Invoice Processing: Connect the Telegram Trigger to the Google Gemini Chat Model and Basic LLM Chain nodes. Ensure your AI prompt is configured to extract the required financial details and categorize them.
- Notion Integration: Link the output of the AI processing to the Notion node, mapping the extracted data to your finance database fields.
- Reporting Setup: Implement the Schedule Trigger to run weekly. Connect it to the Notion node to fetch recent data.
- Data Summarization & Charting: Use the Summarize node to aggregate spending by category, then the Code node to convert this into a JSON chart payload.
- Chart Generation: Utilize the Quick Chart node to create a visual representation of your spending.
- Telegram Reporting: Connect the Quick Chart output to the Telegram node to send the generated chart image as a report to your desired Telegram group or chat.
Apps Used
Workflow JSON
{
"id": "fb57d04b-343e-48b9-99db-d8f686b468fe",
"name": "Automated Financial Tracker: AI-Powered Invoice Processing and Reporting",
"nodes": 6,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: fb57d04b-343e...
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