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Anoop

Anoop

🌟 About Me 🌟 I am a passionate and driven individual who thrives on learning and adapting to any situation. My mission is to create impactful, end-to-end products in the domains of productivity, learning, AI, and finance. With a strong foundation in backend development, LLMs, and data engineering, I bring intermediate-level expertise in AI, DevOps, and frontend development, alongside a growing interest in UI/UX and product design.

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Templates by Anoop

Automate financial transaction tracking with Gmail, GPT, Notion & Telegram alerts

📩 Automatically Log Transactions from Gmail into Notion and Get Telegram Alerts Who’s it for This workflow is for individuals or entrepreneurs who receive bank alerts, invoices, and payment emails in Gmail and want them to be automatically organized in Notion — while also receiving quick Telegram notifications for each transaction. If you manage personal or business finances and find it tedious to manually record every debit, credit, or invoice — this automation does it all for you. --- How it works The workflow acts as an AI-powered Accountant Agent that reads incoming Gmail messages and decides whether each email represents a Debit Transaction, Credit Transaction, Debit Invoice, or Credit Invoice. The Gmail Trigger watches your selected inboxes (like forwarding@bayesian-labs.com, support@bayesian-labs, anoop.karnik@bayesian-labs). The Classifier (GPT-5-nano) determines the correct transaction type. The appropriate Agent (GPT-5) then extracts amount, currency, and description details. The Agent uses Notion API tools to log structured data into your Personal Finance System Notion template (Financial Transactions & Income databases). Finally, a Telegram notification is sent summarizing the entry (From, To, Subject, Snippet). In short: every time your bank emails you — Notion gets updated, and you get notified. --- How to set up Duplicate the Personal Finance System Notion template into your workspace. Create a Telegram Bot with BotFather → copy the bot token and your chat ID. Generate an OpenRouter API key for GPT-5 / GPT-5-nano. Create a Notion Integration Token and connect it to your duplicated finance databases. Add your Gmail accounts (forwarding@, support@, and/or personal Gmail) under Gmail OAuth2 credentials in n8n. Import the workflow JSON into n8n → fill in the credential names as listed below: n8ncloudregular_usage → OpenRouter Notion account → Notion API Accountant AI → Telegram Bot Gmail OAuth2 for each inbox trigger Once active, n8n polls Gmail every minute, classifies emails, updates Notion, and sends Telegram updates. --- Requirements n8n instance (self-hosted or cloud) Gmail accounts connected via OAuth2 OpenRouter API key Telegram bot token & chat ID Notion integration token Your duplicated Personal Finance System Notion template --- How to customize the workflow You can extend this workflow to: Track credit card statements, subscriptions, or payroll notifications. Add Slack or WhatsApp alerts alongside Telegram. Include live FX rates for USD→INR conversion using an API node. Connect Google Sheets as a backup ledger or export target. Add error-handling branches to mark Gmail messages as processed or label them “Logged to Notion”.

AnoopBy Anoop
92

Send scheduled financial digests to Telegram from Notion with multi-schedule alerts

Who’s it for Solo founders and spreadsheet gremlins who track everything in Notion and want crisp Telegram pings without opening a single page. What it does This workflow runs on daily, weekly, and monthly schedules, queries multiple Notion databases, summarizes key numbers, formats human‑readable messages, and sends them to Telegram. Out of the box it sends: Daily: Total Expenses Today (sum of Debit in Financial Transaction since start of day). Weekly: Total Expenses This Week, Monthly Budget Left/Spent per budget item, Financial Obligations due (from Scheduler). Month End (28th by default): Total Expenses This Month, Total Income This Month, Funds status. Month Start: Liquidity snapshot — balances for Liquid and Semi Liquid assets (from Assets and Liabilities). Messages are built via Code nodes (simple JS) and delivered to Telegram. --- How it works (nodes & flow) Schedule Triggers: Daily, Weekly, Monthly (start & end). Notion queries (selected DBs): Financial Transaction: filters on Created time, Type = Debit/Invoice. Budget: Currently Applicable = true, Payment Schedule Type = Monthly, formula: Monthly Budget Left. Income: month-to-date Created time filter. Funds: reads Amount Left, Amount Spent, Amount Needed. Scheduler: Next Date on or before now, Type = Financial, Repeat Type != off. Assets and Liabilities: Liquidity = Liquid or Semi Liquid. Summarize nodes: sum propertycost / propertybalance fields. Set/Code nodes: reshape Notion properties (e.g., propertynextdate.start → next-date) and format text blocks like: Total Expenses Today - Rs X Monthly Budget Left - <list> Invoices still to pay - <list> Funds Info - spent/needed Liquidity Balance - <list> Telegram: sends the composed message to chatId. > Tip: If your Notion property names differ, adjust the filters and Set node mappings accordingly. --- Requirements n8n (Cloud or self‑hosted) Notion workspace with Personal Finance System Notion template cloned into your workspace. Telegram account (for bot + chat) --- Setup (quick) Telegram Create a bot via @BotFather → get Bot Token. Get your Chat ID (n8n Telegram Trigger “Run once”, then message your bot, copy chat.id). In the Telegram Send node, set chatId (or use an env var/secret). Notion Create an Internal Integration, copy the token, and share each DB with the integration. In the Notion nodes, select your Notion credential and map the DB IDs (already present in the JSON). n8n Credentials Notion API credential: paste the integration token. Telegram API credential: paste Bot Token and set chatId in the node or via expression. Time windows Daily: onorafter: $now.startOf('day') Weekly: onorafter: $now.startOf('week') Monthly: onorafter: $now.startOf('month') Monthly end trigger runs on day 28 by default — change in the Schedule node. --- Customization Change the date ranges, add currency symbol, or swap summaries for tables. Add more filters (labels, categories) to the Notion nodes. Replace Telegram with Slack/Email by swapping the final node. To avoid “expects dateTime but got object”, convert $now to string: {{$now.toISO()}} or parse Notion dates with DateTime.fromISO(...) as needed. --- Example messages Total Expenses Today - Rs 1,840 Monthly Budget Left - 3 1) Groceries: Rs 4,500 2) Dining Out: Rs 1,200 3) Utilities: Rs 800 Invoices still to pay - 2 1) Figma Pro: Rs 3,000 2) AWS: Rs 2,450 --- Why this is useful Keeps your spend & cash visibility tight without opening Notion. Turns your financial system into low‑effort telemetry — you just look at Telegram. --- Credentials you’ll likely name in n8n Notion: Notion account Telegram: Accountant AI > Works great with the “Personal Finance System” style schemas. Adjust property keys (property_*) if your Notion columns differ.

AnoopBy Anoop
31
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