AI-Powered Monthly Expense Report Automation
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Automate the processing and logging of monthly expenses using AI. This workflow leverages Webhook Trigger, Langchain nodes like Text Splitter, Embeddings, and RAG Agent with Weaviate for intelligent data handling and reporting.
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About This Workflow
Overview
This n8n workflow automates the generation and logging of monthly expense reports by leveraging AI and vector database capabilities. It begins with a Webhook Trigger to receive expense data, which is then processed and chunked by the Text Splitter. The Embeddings node converts this data into vector representations, stored in Weaviate using Weaviate Insert. For retrieval and querying, Weaviate Query and Vector Tool are utilized. A RAG Agent (Retrieval-Augmented Generation) powered by an Anthropic Chat Model and Window Memory processes the incoming data in context, generating insights or summaries. Finally, the Append Sheet node logs the report status to a Google Sheet, with a Slack Alert configured for error handling.
Key Features
- Real-time expense data ingestion via webhook.
- AI-powered text splitting and embedding for semantic understanding.
- Vector storage and retrieval using Weaviate.
- Intelligent report generation with RAG Agent and Chat Model.
- Automated logging to Google Sheets.
- Error alerting via Slack.
How To Use
- Set up Webhook: Configure an external service to send expense data to the
Webhook Triggerendpoint. - Configure Weaviate: Ensure your Weaviate instance is running and accessible, and set up the
Weaviate InsertandWeaviate Querynodes with your index name. - Set up OpenAI Embeddings: Provide your OpenAI API credentials to the
Embeddingsnode. - Configure Chat Model: Provide your Anthropic API credentials to the
Chat Modelnode. - Configure Google Sheets: Authenticate with your Google Account and specify the target spreadsheet and sheet name for the
Append Sheetnode. - Configure Slack Alerts: Provide your Slack API credentials and channel for error notifications.
- Test and Deploy: Trigger the webhook with sample data to test the workflow and deploy.
Apps Used
Workflow JSON
{
"id": "2efb6aff-9f19-412a-a895-ee5a790fff93",
"name": "AI-Powered Monthly Expense Report Automation",
"nodes": 0,
"category": "Finance & Accounting",
"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: 2efb6aff-9f19...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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