Automate Expense Tracking in Google Sheets via AI Chatbot

How it works

This n8n workflow automates expense tracking by leveraging AI and Google Sheets. It begins when a chat message is received by the When chat message received node. This message is then processed by an AI Agent which is instructed to act as a helpful accountant. The AI Agent utilizes a save to db tool (represented by the Parse msg and save to Sheets node) to store the expense details. If the message isn't parsable as an expense directly, it's passed to Expense text to JSON parser which extracts structured data (cost, description, date) from the unstructured text. This parsed data is then appended to a specified Google Sheet using the Save expense into Google Sheets node. The AI agent confirms the expense has been saved and provides the parsed output.