Automate Financial Transaction Tracking with Gmail, GPT, Notion & Telegram Alerts

This n8n workflow automates the process of tracking financial transactions by extracting details from incoming Gmail emails, classifying them using AI, recording them in Notion, and sending real-time alerts via Telegram.

What it does

This workflow streamlines your financial tracking by performing the following steps:

1. Triggers on new Gmail emails: Listens for new emails in your Gmail inbox that match specific criteria (e.g., from banks, payment processors).
2. Extracts and processes email content: Takes the content of the new email and prepares it for AI analysis.
3. Classifies transaction type with AI: Uses an AI Text Classifier (powered by OpenRouter Chat Model) to categorize the financial transaction (e.g., income, expense, transfer).
4. Enriches data with AI Agent: Further processes and extracts key details from the email content using an AI Agent, such as amount, date, description, and merchant.
5. Formats data: Organizes the extracted and classified data into a structured format.
6. Records transaction in Notion: Creates a new entry in your specified Notion database with the extracted transaction details and classification.
7. Sends Telegram alert: Notifies you via Telegram about the new transaction, including its details and classification.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Account: A running instance of n8n.
• Gmail Account: Configured with an n8n credential to allow the workflow to read emails.
• OpenRouter Account: An API key for OpenRouter to power the AI Chat Model and Agent.
• Notion Account: A Notion database set up to store your financial transactions, along with an n8n credential for Notion.
• Telegram Account: A Telegram bot token and chat ID configured with an n8n credential to send alerts.

Setup/Usage

1. Import the workflow: Download the provided JSON and import it into your n8n instance.
2. Configure Credentials:
   • Set up your Gmail OAuth2 credential.
   • Set up your OpenRouter API Key credential.
   • Set up your Notion API Key credential.
   • Set up your Telegram Bot API credential.
3. Configure the Gmail Trigger:
   • Specify the mailbox (e.g., "INBOX").
   • Add appropriate filters to Query to only trigger on relevant financial transaction emails (e.g., from:("yourbank.com" OR "paypal.com") subject:("transaction" OR "payment")).
4. Configure the Text Classifier (1265):
   • Ensure the OpenRouter Chat Model (1281) is correctly linked and configured with your OpenRouter credential.
   • Define the categories for your financial transactions (e.g., "Income", "Expense", "Transfer", "Bill").
   • Provide clear examples for each category to help the AI classify accurately.
5. Configure the AI Agent (1119):
   • Ensure the OpenRouter Chat Model (1281) is correctly linked and configured.
   • Adjust the System Message and User Message to guide the AI in extracting specific financial details (e.g., "Extract the amount, date, merchant, and a brief description of the transaction from the email content.").
6. Configure the Notion Node:
   • Select your Notion database for financial transactions.
   • Map the fields from the Edit Fields node to the corresponding properties in your Notion database (e.g., {{$json.amount}} to a "Amount" property, {{$json.category}} to a "Category" property).
7. Configure the Telegram Node:
   • Specify the Chat ID where you want to receive alerts.
   • Customize the Text message to include relevant transaction details (e.g., "New Transaction: {{$json.category}} - {{$json.amount}} from {{$json.merchant}}").
8. Activate the workflow: Once all configurations are complete, activate the workflow. It will now automatically process new financial emails, update Notion, and send Telegram alerts.