Unlock Your Financial Insights with a Smart WhatsApp Assistant
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Effortlessly track and analyze your personal finances with an intelligent WhatsApp AI Assistant. Get daily summaries, custom reports, and insightful analysis delivered directly to your phone.
About This Workflow
This n8n workflow empowers you to take control of your finances through the convenience of WhatsApp. The "Track & Analyze Personal Finances with WhatsApp AI Assistant" workflow automates the process of gathering financial data, performing calculations, and delivering insightful reports. It begins with a daily scheduled trigger to build comprehensive financial summaries, which are then sent to you via WhatsApp. For more granular insights, users can send custom queries through WhatsApp, which the AI will interpret, execute against your PostgreSQL database, and return formatted results, even as a CSV file. This solution leverages advanced AI models for intelligent data processing and analysis, ensuring you always have a clear understanding of your financial health.
Key Features
- Automated Daily Financial Summaries: Receive a concise overview of your financial status every morning.
- Intelligent Custom Reporting: Ask for specific financial data via WhatsApp and get tailored reports.
- PostgreSQL Integration: Seamlessly connects to your PostgreSQL database for accurate data retrieval.
- AI-Powered Analysis: Utilizes advanced AI models for smart interpretation and processing of your financial data.
- WhatsApp Notifications: Get all your financial insights delivered directly to your preferred messaging app.
How To Use
- Set up the Daily Trigger: Configure the
Daily 8AM Triggernode to run the workflow at your preferred time. - Connect to PostgreSQL: Ensure your PostgreSQL database is correctly configured in the
Postgres2node. - Configure WhatsApp Integration: Set up your WhatsApp nodes (
WhatsApp: Send Daily ReportandWhatsApp: Send Custom Report) with your webhook details. - Define Your AI Models: Configure the
OpenRouter Chat Modelnodes with your preferred AI model and API keys. - Customize Queries (Optional): For custom reports, ensure the
Incoming WhatsApp TriggerandMessage Intent Classifierare set up to understand user queries. - Review and Deploy: Test the workflow thoroughly and deploy it to start receiving your financial insights.
Apps Used
Workflow JSON
{
"id": "2705029c-1861-4240-aa66-b4083b009a77",
"name": "Unlock Your Financial Insights with a Smart WhatsApp Assistant",
"nodes": 20,
"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: 2705029c-1861...
About the Author
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