n8n Workflow: AI-Powered Amazon Transaction Memo Updater for YNAB via Gmail

This n8n workflow automates the process of extracting transaction details from Amazon order confirmation emails, generating descriptive memos using AI, and preparing this information for updating transactions in YNAB (You Need A Budget).

It simplifies financial tracking by automatically enriching your YNAB transactions with detailed memos, saving you manual data entry time and improving the accuracy of your budgeting.

What it does:

1. Triggers on Schedule or Manually: The workflow can be initiated manually or on a predefined schedule (e.g., daily) to check for new Amazon emails.
2. Fetches Amazon Order Emails: It connects to your Gmail account to retrieve recent Amazon order confirmation emails.
3. Extracts Transaction Details: From each relevant email, it extracts key information such as the order number, total amount, and a list of purchased items.
4. Generates AI-Powered Memos: For each transaction, it uses an AI Agent (powered by an OpenAI Chat Model) to create a concise and descriptive memo based on the extracted item list. This agent can also leverage a Calculator tool if needed for numerical processing.
5. Prepares Data for YNAB: It formats the extracted and generated data into a structured format suitable for further processing, likely for updating YNAB transactions.
6. Handles Multiple Items: The workflow is designed to handle emails with multiple purchased items, processing each item individually and then aggregating the results.
7. Conditional Processing: It includes conditional logic (If node) to route data based on certain criteria, though the specific conditions are not detailed in the provided JSON.
8. Pauses for Rate Limits (Optional): A Wait node is included, suggesting potential pauses to manage API rate limits or simply to introduce a delay in the workflow execution.

Prerequisites/Requirements:

• n8n Instance: A running n8n instance to host and execute the workflow.
• Gmail Account: Access to a Gmail account with Amazon order confirmation emails. This will require setting up a Gmail OAuth2 credential in n8n.
• OpenAI API Key: An API key for OpenAI to use the Chat Model for AI memo generation. This will require setting up an OpenAI credential in n8n.
• YNAB (You Need A Budget): While not directly integrated in the provided JSON, the workflow's output is intended for YNAB updates. You would likely need a YNAB API key or a YNAB node (not present in this JSON) for the next steps of the automation.

Setup/Usage:

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Credentials:
   • Set up a Gmail OAuth2 credential for the "Gmail" node.
   • Set up an OpenAI API Key credential for the "OpenAI Chat Model" node.
3. Customize Gmail Node: Adjust the "Gmail" node to filter for specific Amazon order confirmation emails (e.g., by sender, subject line).
4. Configure AI Agent: Review and potentially refine the "AI Agent" and "OpenAI Chat Model" nodes to ensure the generated memos meet your desired level of detail and format.
5. Schedule or Manually Trigger:
   • To run on a schedule, configure the "Schedule Trigger" node with your desired interval (e.g., every day at a specific time).
   • To run manually, click "Execute Workflow" on the "When clicking 'Execute workflow'" node.
6. Extend for YNAB Integration: Add subsequent nodes (e.g., HTTP Request, YNAB node if available) to take the processed data and update your YNAB transactions. This would involve mapping the generated memos and other transaction details to the YNAB API.
7. Activate the Workflow: Once configured, activate the workflow to enable automated execution.