AI-Powered Financial Assistant for Telegram
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Automate your personal finance management with an intelligent AI agent accessible directly from Telegram. This workflow uses OpenAI and PostgreSQL to provide a conversational interface for tracking transactions and retrieving balance reports.
About This Workflow
This robust n8n workflow creates a personalized AI financial assistant, making personal finance management intuitive and accessible. Powered by an OpenAI chat model, it understands natural language queries from Telegram, remembers past conversations via a PostgreSQL database, and can execute specific financial actions. Users can effortlessly register transactions and request balance reports through simple chat commands, leveraging n8n's ability to call specialized sub-workflows as AI tools. It's an ideal solution for anyone looking to streamline their financial tracking with a smart, conversational interface.
Key Features
- Conversational AI: Interact with your financial data using natural language via Telegram.
- Persistent Memory: Utilizes PostgreSQL to remember past conversations, providing a more intelligent and contextual experience.
- Transaction Management: Built-in tool to easily register new financial transactions (e.g., income, expenses).
- Balance Reporting: Generate instant balance reports directly through chat queries.
- Scalable & Customizable: Extend functionality by creating additional n8n workflows as AI tools.
How To Use
- Set up Telegram Integration: Configure the
Telegram Triggernode to listen for incoming messages and the finalTelegramnode to send responses. You'll need to create a Telegram Bot and connect it using your bot token. - Connect OpenAI: Provide your OpenAI API key in the
OpenAI Chat Modelnode. This will power the AI agent's language understanding and generation capabilities. - Configure Persistent Memory: Set up the
Postgres Chat Memorynode with your PostgreSQL database connection details to ensure the AI agent remembers past conversations. - Create AI Tools (Sub-workflows): Develop two separate n8n workflows: one for "Register Transaction" and another for "Balance report." These workflows will contain the logic to interact with your actual financial data source (e.g., a spreadsheet, another database, an accounting API). Ensure they are callable workflows.
- Define AI Agent Tools: In the
AI Agentnode, connect theRegister TransactionandBalance reportnodes as "toolWorkflow" nodes. This teaches the AI agent how and when to use these custom financial actions. - Normalize Input (Optional): Use the
Normalizenode to transform incoming Telegram messages into a format suitable for the AI agent. - Activate and Interact: Once all connections and configurations are complete, activate your workflow. You can then interact with your personal financial AI agent directly from your Telegram chat.
Apps Used
Workflow JSON
{
"id": "3077372e-5745-4967-9697-acacaa28b0a5",
"name": "AI-Powered Financial Assistant for Telegram",
"nodes": 18,
"category": "Personal",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 3077372e-5745...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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