Back to Catalog

Automated FTP file migration with smart cleanup and email notifications

Dariusz KorytoDariusz Koryto
199 views
2/3/2026
Official Page

Automated FTP File Migration with Smart Cleanup and Email Notifications

Overview

This n8n workflow automates the secure transfer of files between FTP servers on a scheduled basis, providing enterprise-grade reliability with comprehensive error handling and dual notification systems (email + webhook). Perfect for data migrations, automated backups, and multi-server file synchronization.

What it does

This workflow automatically discovers, filters, transfers, and safely removes files between FTP servers while maintaining complete audit trails and sending detailed notifications about every operation.

Key Features:

  • Scheduled Execution: Configurable timing (daily, hourly, weekly, or custom cron expressions)
  • Smart File Filtering: Regex-based filtering by file type, size, date, or name patterns
  • Safe Transfer Protocol: Downloads β†’ Uploads β†’ Validates β†’ Cleans up source
  • Dual Notifications: Email alerts + webhook integration for both success and errors
  • Comprehensive Logging: Detailed audit trail of all operations with timestamps
  • Error Recovery: Automatic retry logic with exponential backoff for network issues
  • Production Ready: Built-in safety measures and extensive documentation

Use Cases

🏒 Enterprise & IT Operations

  • Data Center Migration: Moving files between different hosting environments
  • Backup Automation: Scheduled transfers to secondary storage locations
  • Multi-Site Synchronization: Keeping files in sync across geographic locations
  • Legacy System Integration: Bridging old and new systems through automated transfers

πŸ“Š Business Operations

  • Document Management: Automated transfer of contracts, reports, and business documents
  • Media Asset Distribution: Moving images, videos, and marketing materials between systems
  • Data Pipeline: Part of larger ETL processes for business intelligence
  • Compliance Archiving: Moving files to compliance-approved storage systems

πŸ”§ Development & DevOps

  • Build Artifact Distribution: Deploying compiled applications across environments
  • Configuration Management: Synchronizing config files between servers
  • Log File Aggregation: Collecting logs from multiple servers for analysis
  • Automated Deployment: Moving release packages to production servers

How it works

πŸ“‹ Workflow Steps

  1. Schedule Trigger β†’ Initiates workflow at specified intervals
  2. File Discovery β†’ Lists files from source FTP server with optional recursion
  3. Smart Filtering β†’ Applies customizable filters (type, size, date, name patterns)
  4. Secure Download β†’ Retrieves files to temporary n8n storage with retry logic
  5. Safe Upload β†’ Transfers files to destination with directory auto-creation
  6. Transfer Validation β†’ Verifies successful upload before proceeding
  7. Source Cleanup β†’ Removes original files only after confirmed success
  8. Comprehensive Logging β†’ Records all operations with detailed metadata
  9. Dual Notifications β†’ Sends email + webhook notifications for success/failure

πŸ”„ Error Handling Flow

  • Network Issues β†’ Automatic retry with exponential backoff (3 attempts)
  • Authentication Problems β†’ Immediate email alert with troubleshooting steps
  • Permission Errors β†’ Detailed logging with recommended actions
  • Disk Space Issues β†’ Safe failure with source file preservation
  • File Corruption β†’ Integrity validation with rollback capability

Setup Requirements

πŸ”‘ Credentials Needed

  1. Source FTP Server

    • Host, port, username, password
    • Read permissions required
    • SFTP recommended for security
  2. Destination FTP Server

    • Host, port, username, password
    • Write permissions required
    • Directory creation permissions
  3. SMTP Email Server

    • SMTP host and port (e.g., smtp.gmail.com:587)
    • Authentication credentials
    • For success and error notifications
  4. Monitoring API (Optional)

    • Webhook URL for system integration
    • Authentication tokens if required

βš™οΈ Configuration Steps

  1. Import Workflow β†’ Load the JSON template into your n8n instance
  2. Configure Credentials β†’ Set up all required FTP and SMTP connections
  3. Customize Schedule β†’ Adjust cron expression for your timing needs
  4. Set File Filters β†’ Configure regex patterns for your file types
  5. Configure Paths β†’ Set source and destination directory structures
  6. Test Thoroughly β†’ Run with test files before production deployment
  7. Enable Monitoring β†’ Activate email notifications and logging

Customization Options

πŸ“… Scheduling Examples

0 2 * * *     # Daily at 2 AM
0 */6 * * *   # Every 6 hours  
0 8 * * 1-5   # Weekdays at 8 AM
0 0 1 * *     # Monthly on 1st
*/15 * * * *  # Every 15 minutes

πŸ” File Filter Patterns

# Documents
\\.(pdf|doc|docx|xls|xlsx)$

# Images  
\\.(jpg|jpeg|png|gif|svg)$

# Data Files
\\.(csv|json|xml|sql)$

# Archives
\\.(zip|rar|7z|tar|gz)$

# Size-based (add as condition)
{{ $json.size > 1048576 }}  # Files > 1MB

# Date-based (recent files only)
{{ $json.date > $now.minus({days: 7}) }}

πŸ“ Directory Organization

// Date-based structure
/files/{{ $now.format('YYYY/MM/DD') }}/

// Type-based structure  
/files/{{ $json.name.split('.').pop() }}/

// User-based structure
/users/{{ $json.owner || 'system' }}/

// Hybrid approach
/{{ $now.format('YYYY-MM') }}/{{ $json.type }}/

Template Features

πŸ›‘οΈ Safety & Security

  • Transfer Validation: Confirms successful upload before source deletion
  • Error Preservation: Source files remain intact on any failure
  • Audit Trail: Complete logging of all operations with timestamps
  • Credential Security: Secure storage using n8n's credential system
  • SFTP Support: Encrypted transfers when available
  • Retry Logic: Automatic recovery from transient network issues

πŸ“§ Notification System

Success Notifications:

  • Confirmation email with transfer details
  • File metadata (name, size, transfer time)
  • Next scheduled execution information
  • Webhook payload for monitoring systems

Error Notifications:

  • Immediate email alerts with error details
  • Troubleshooting steps and recommendations
  • Failed file information for manual intervention
  • Webhook integration for incident management

πŸ“Š Monitoring & Analytics

  • Execution Logs: Detailed history of all workflow runs
  • Performance Metrics: Transfer speeds and success rates
  • Error Tracking: Categorized failure analysis
  • Audit Reports: Compliance-ready activity logs

Production Considerations

πŸš€ Performance Optimization

  • File Size Limits: Configure timeouts based on expected file sizes
  • Batch Processing: Handle multiple files efficiently
  • Network Optimization: Schedule transfers during off-peak hours
  • Resource Monitoring: Track n8n server CPU, memory, and disk usage

πŸ”§ Maintenance

  • Regular Testing: Validate credentials and connectivity
  • Log Review: Monitor for patterns in errors or performance
  • Credential Rotation: Update passwords and keys regularly
  • Documentation Updates: Keep configuration notes current

Testing Protocol

πŸ§ͺ Pre-Production Testing

  1. Phase 1: Test with 1-2 small files (< 1MB)
  2. Phase 2: Test error scenarios (invalid credentials, network issues)
  3. Phase 3: Test with representative file sizes and volumes
  4. Phase 4: Validate email notifications and logging
  5. Phase 5: Full production deployment with monitoring

⚠️ Important Testing Notes

  • Disable Source Deletion during initial testing
  • Use test directories to avoid production data impact
  • Monitor execution logs carefully during testing
  • Validate email delivery to ensure notifications work
  • Test rollback procedures before production use

Support & Documentation

This template includes:

  • 8 Comprehensive Sticky Notes with visual documentation
  • Detailed Node Comments explaining every configuration option
  • Error Handling Guide with common troubleshooting steps
  • Security Best Practices for production deployment
  • Performance Tuning recommendations for different scenarios

Technical Specifications

  • n8n Version: 1.0.0+
  • Node Count: 17 functional nodes + 8 documentation sticky notes
  • Execution Time: 2-10 minutes (depending on file sizes and network speed)
  • Memory Usage: 50-200MB (scales with file sizes)
  • Supported Protocols: FTP, SFTP (recommended)
  • File Size Limit: Up to 150MB per file (configurable)
  • Concurrent Files: Processes files sequentially for stability

Who is this for?

🎯 Primary Users

  • System Administrators managing file transfers between servers
  • DevOps Engineers automating deployment and backup processes
  • IT Operations Teams handling data migration projects
  • Business Process Owners requiring automated file management

πŸ’Ό Industries & Use Cases

  • Healthcare: Patient data archiving and compliance reporting
  • Financial Services: Secure document transfer and regulatory reporting
  • Manufacturing: CAD file distribution and inventory data sync
  • E-commerce: Product image and catalog management
  • Media: Asset distribution and content delivery automation

Automated FTP File Migration with Smart Cleanup and Email Notifications

This n8n workflow automates the process of migrating files from an FTP server, applying smart filtering logic, and sending email notifications based on the outcome. It's designed to ensure efficient file handling and provide timely updates.

What it does

This workflow performs the following key steps:

  1. Triggers on a Schedule: The workflow starts at predefined intervals, allowing for regular checks and processing of FTP files.
  2. Connects to FTP Server: It connects to a specified FTP server to list and potentially interact with files.
  3. Filters Files: Files retrieved from the FTP server are filtered based on a specific condition. This allows for selective processing of files that meet certain criteria.
  4. Edits Fields (Sets Data): After filtering, the workflow can modify or set new data fields for the processed items, preparing them for subsequent actions or for use in notifications.
  5. Sends Email Notifications: Depending on the workflow's logic (implied by the presence of the "Send Email" node), it can send email notifications to inform stakeholders about successful operations, filtered files, or other relevant events.

Prerequisites/Requirements

  • n8n Instance: A running instance of n8n.
  • FTP Server Access: Credentials (host, port, username, password) for the FTP server you wish to monitor and manage.
  • SMTP Server Access: Credentials for an SMTP server to send email notifications.

Setup/Usage

  1. Import the Workflow:
    • Download the provided JSON file.
    • In your n8n instance, click on "Workflows" in the left sidebar.
    • Click "New" -> "Import from JSON" and paste the workflow JSON or upload the file.
  2. Configure Credentials:
    • FTP Node (ID: 350): Click on the "FTP" node. You will need to set up an FTP credential. Provide your FTP server's host, port, username, and password.
    • Send Email Node (ID: 11): Click on the "Send Email" node. Configure your SMTP credentials (host, port, user, password) for sending emails.
  3. Configure Schedule Trigger (ID: 839):
    • Adjust the "Schedule Trigger" node to define how often you want the workflow to run (e.g., every hour, daily).
  4. Configure Filter Logic (ID: 844):
    • Open the "Filter" node and define the conditions for filtering files from the FTP server. This is where you'd specify criteria like file name patterns, modification dates, or file sizes.
  5. Configure Edit Fields (ID: 38):
    • Adjust the "Edit Fields" (Set) node to add or modify any data that will be used later in the workflow, for example, to construct the email body.
  6. Configure Send Email (ID: 11):
    • Customize the "Send Email" node with the recipient's email address, subject, and body. You can use expressions to include dynamic data from previous nodes (e.g., details about filtered files).
  7. Activate the Workflow: Once configured, activate the workflow by toggling the "Active" switch in the top right corner of the workflow editor.

Related Templates

Automate interior design lead qualification with AI & human approval to Notion

Overview This automated workflow intelligently qualifies interior design leads, generates personalized client emails, and manages follow-up through a human-approval process. Built with n8n, Claude AI, Telegram approval, and Notion database integration. ⚠️ Hosting Options This template works with both n8n Cloud and self-hosted instances. Most nodes are native to n8n, making it cloud-compatible out of the box. What This Template Does Automated Lead Management Pipeline: Captures client intake form submissions from website or n8n forms AI-powered classification into HOT/WARM/COLD categories based on budget, project scope, and commitment indicators Generates personalized outreach emails tailored to each lead type Human approval workflow via Telegram for quality control Email revision capability for rejected drafts Automated client email delivery via Gmail Centralized lead tracking in Notion database Key Features βœ… Intelligent Lead Scoring: Analyzes 12+ data points including budget (AED), space count, project type, timeline, and style preferences βœ… Personalized Communication: AI-generated emails reference specific client details, demonstrating genuine understanding βœ… Quality Control: Human-in-the-loop approval via Telegram prevents errors before client contact βœ… Smart Routing: Different workflows for qualified leads (meeting invitations) vs. unqualified leads (respectful alternatives) βœ… Revision Loop: Rejected emails automatically route to revision agent for improvements βœ… Database Integration: All leads stored in Notion for pipeline tracking and analytics Use Cases Interior design firms managing high-volume lead intake Architecture practices with complex qualification criteria Home renovation companies prioritizing project value Any service business requiring budget-based lead scoring Sales teams needing approval workflows before client contact Prerequisites Required Accounts & API Keys: Anthropic Claude API - For AI classification and email generation Telegram Bot Token - For approval notifications Gmail Account - For sending client emails (or any SMTP provider) Notion Account - For lead database storage n8n Account - Cloud or self-hosted instance Technical Requirements: Basic understanding of n8n workflows Ability to create Telegram bots via BotFather Gmail app password or OAuth setup Notion database with appropriate properties Setup Instructions Step 1: Clone and Import Template Copy this template to your n8n instance (cloud or self-hosted) All nodes will appear as inactive - this is normal Step 2: Configure Form Trigger Open the Client Intake Form Trigger node Choose your trigger type: For n8n forms: Configure form fields matching the template structure For webhook: Copy webhook URL and integrate with your website form Required form fields: First Name, Second Name, Email, Contact Number Project Address, Project Type, Spaces Included Budget Range, Completion Date, Style Preferences Involvement Level, Previous Experience, Inspiration Links Step 3: Set Up Claude AI Credentials Obtain API key from https://console.anthropic.com In n8n: Create new credential β†’ Anthropic β†’ Paste API key Apply credential to these nodes: AI Lead Scoring Engine Personalized Client Outreach Email Generator Email Revision Agent Step 4: Configure Telegram Approval Bot Create bot via Telegram's @BotFather Copy bot token Get your Telegram Chat ID (use @userinfobot) In n8n: Create Telegram credential with bot token Configure Human-in-the-Loop Email Approval node: Add your Chat ID Customize approval message format if desired Step 5: Set Up Gmail Sending Enable 2-factor authentication on Gmail account Generate app password: Google Account β†’ Security β†’ App Passwords In n8n: Create Gmail credential using app password Configure Client Email Delivery node with sender details Step 6: Connect Notion Database Create Notion integration at https://www.notion.so/my-integrations Copy integration token Create database with these properties: Client Name (Title), Email (Email), Contact Number (Phone) Project Address (Text), Project Type (Multi-select) Spaces Included (Text), Budget (Select), Timeline (Date) Classification (Select: HOT/WARM/COLD), Confidence (Select) Estimated Value (Number), Status (Select) Share database with your integration In n8n: Add Notion credential β†’ Paste token Configure Notion Lead Database Manager with database ID Step 7: Customize Classification Rules (Optional) Open AI Lead Scoring Engine node Review classification criteria in the prompt: HOT: 500k+ AED, full renovations, 2+ spaces WARM: 100k+ AED, 2+ spaces COLD: &lt;100k AED OR single space Adjust thresholds to match your business requirements Modify currency if not using AED Step 8: Personalize Email Templates Open Personalized Client Outreach Email Generator node Customize: Company name and branding Signature placeholders ([Your Name], [Title], etc.) Tone and style preferences Alternative designer recommendations for COLD leads Step 9: Test the Workflow Activate the workflow Submit a test form with sample data Monitor each node execution in n8n Check Telegram for approval message Verify email delivery and Notion database entry Step 10: Set Up Error Handling (Recommended) Add error workflow trigger Configure notifications for failed executions Set up retry logic for API failures Workflow Node Breakdown Client Intake Form Trigger Captures lead data from website forms or n8n native forms with all project details. AI Lead Scoring Engine Analyzes intake data using structured logic: budget validation, space counting, and multi-factor evaluation. Returns HOT/WARM/COLD classification with confidence scores. Lead Classification Router Routes leads into three priority workflows based on AI classification, optimizing resource allocation. Sales Team Email Notifier Sends instant alerts to sales representatives with complete lead details and AI reasoning for internal tracking. Personalized Client Outreach Email Generator AI-powered composer creating tailored responses demonstrating genuine understanding of client vision, adapted by lead type. Latest Email Version Controller Captures most recent email output ensuring only final approved version proceeds to delivery. Human-in-the-Loop Email Approval Telegram-based review checkpoint sending generated emails to team member for quality control before client delivery. Approval Decision Router Evaluates reviewer's response, routing approved emails to client delivery or rejected emails to revision agent. Email Revision Agent AI-powered editor refining rejected emails based on feedback while maintaining personalization and brand voice. Client Email Delivery Sends final approved personalized emails demonstrating understanding of project vision with clear next steps. Notion Lead Database Manager Records all potential clients with complete intake data, classification results, and tracking information for pipeline management. Customization Tips Adjust Classification Thresholds: Modify budget ranges and space requirements in the AI Lead Scoring Engine prompt to match your market and service level. Multi-Language Support: Update all AI agent prompts with instructions for your target language. Claude supports 100+ languages. Additional Routing: Add branches for special cases like urgent projects, VIP clients, or specific geographic regions. CRM Integration: Replace Notion with HubSpot, Salesforce, or Airtable using respective n8n nodes. SMS Notifications: Add Twilio node for immediate HOT lead alerts to mobile devices. Troubleshooting Issue: Telegram approval not received Verify bot token is correct Confirm chat ID matches your Telegram account Check bot is not blocked Issue: Claude API errors Verify API key validity and credits Check prompt length isn't exceeding token limits Review rate limits on your Anthropic plan Issue: Gmail not sending Confirm app password (not regular password) is used Check "Less secure app access" if using older method Verify daily sending limits not exceeded Issue: Notion database not updating Confirm integration has access to database Verify property names match exactly (case-sensitive) Check property types align with data being sent Template Metrics Execution Time: ~30-45 seconds per lead (including AI processing) API Calls: 2-3 Claude requests per lead (classification + email generation, +1 if revision) Cost Estimate: ~$0.05-0.15 per lead processed (based on Claude API pricing) Support & Community n8n Community Forum: https://community.n8n.io Template Issues: Report bugs or suggest improvements via n8n template feedback Claude Documentation: https://docs.anthropic.com Notion API Docs: https://developers.notion.com License This template is provided as-is under MIT license. Modify and adapt freely for your business needs. --- Version: 1.0 Last Updated: October 2025 Compatibility: n8n v1.0+ (Cloud & Self-Hosted), Claude API v2024-10+

Jameson KanakulyaBy Jameson Kanakulya
201

Automated UGC video generator with Gemini images and SORA 2

This workflow automates the creation of user-generated-content-style product videos by combining Gemini's image generation with OpenAI's SORA 2 video generation. It accepts webhook requests with product descriptions, generates images and videos, stores them in Google Drive, and logs all outputs to Google Sheets for easy tracking. Main Use Cases Automate product video creation for e-commerce catalogs and social media. Generate UGC-style content at scale without manual design work. Create engaging video content from simple text prompts for marketing campaigns. Build a centralized library of product videos with automated tracking and storage. How it works The workflow operates as a webhook-triggered process, organized into these stages: Webhook Trigger & Input Accepts POST requests to the /create-ugc-video endpoint. Required payload includes: product prompt, video prompt, Gemini API key, and OpenAI API key. Image Generation (Gemini) Sends the product prompt to Google's Gemini 2.5 Flash Image model. Generates a product image based on the description provided. Data Extraction Code node extracts the base64 image data from Gemini's response. Preserves all prompts and API keys for subsequent steps. Video Generation (SORA 2) Sends the video prompt to OpenAI's SORA 2 API. Initiates video generation with specifications: 720x1280 resolution, 8 seconds duration. Returns a video generation job ID for polling. Video Status Polling Continuously checks video generation status via OpenAI API. If status is "completed": proceeds to download. If status is still processing: waits 1 minute and retries (polling loop). Video Download & Storage Downloads the completed video file from OpenAI. Uploads the MP4 file to Google Drive (root folder). Generates a shareable Google Drive link. Logging to Google Sheets Records all generation details in a tracking spreadsheet: Product description Video URL (Google Drive link) Generation status Timestamp Summary Flow: Webhook Request β†’ Generate Product Image (Gemini) β†’ Extract Image Data β†’ Generate Video (SORA 2) β†’ Poll Status β†’ If Complete: Download Video β†’ Upload to Google Drive β†’ Log to Google Sheets β†’ Return Response If Not Complete: Wait 1 Minute β†’ Poll Status Again Benefits: Fully automated video creation pipeline from text to finished product. Scalable solution for generating multiple product videos on demand. Combines cutting-edge AI models (Gemini + SORA 2) for high-quality output. Centralized storage in Google Drive with automatic logging in Google Sheets. Flexible webhook interface allows integration with any application or service. Retry mechanism ensures videos are captured even with longer processing times. --- Created by Daniel Shashko

Daniel ShashkoBy Daniel Shashko
1166

Track personal finances in Google Sheets with AI agent via Slack

Who's it for This workflow is perfect for individuals who want to maintain detailed financial records without the overhead of complex budgeting apps. If you prefer natural language over data entry forms and want an AI assistant to handle the bookkeeping, this template is for you. It's especially useful for: People who want to track cash and online transactions separately Anyone who lends money to friends/family and needs debt tracking Users comfortable with Slack as their primary interface Those who prefer conversational interactions over manual spreadsheet updates What it does This AI-powered finance tracker transforms your Slack workspace into a personal finance command center. Simply mention your bot with transactions in plain English (e.g., "β‚Ή500 cash food, borrowed β‚Ή1000 from John"), and the AI agent will: Parse transactions using natural language understanding via Google Gemini Calculate balance changes for cash and online accounts Show a preview of changes before saving anything Update Google Sheets only after you approve Track debts (who owes you, who you owe, repayments) Send daily reminders at 11 PM with current balances and active debts The workflow maintains conversational context using PostgreSQL memory, so you can say things like "yesterday's transactions" or "that payment to Sarah" and it understands the context. How it works Scheduled Daily Check-in (11 PM) Fetches current balances from Google Sheets Retrieves all active debts Formats and sends a Slack message with balance summary Prompts you to share the day's transactions AI Agent Transaction Processing When you mention the bot in Slack: Phase 1: Parse & Analyze Extracts amount, payment type (cash/online), category (food, travel, etc.) Identifies transaction type (expense, income, borrowed, lent, repaid) Stores conversation context in PostgreSQL memory Phase 2: Calculate & Preview Reads current balances from Google Sheets Calculates new balances based on transactions Shows formatted preview with projected changes Waits for your approval ("yes"/"no") Phase 3: Update Database (only after approval) Logs transactions with unique IDs and timestamps Updates debt records with person names and status Recalculates and stores new balances Handles debt lifecycle (Active β†’ Settled) Phase 4: Confirmation Sends success message with updated balances Shows active debts summary Includes logging timestamp Requirements Essential Services: n8n instance (self-hosted or cloud) Slack workspace with admin access Google account Google Gemini API key PostgreSQL database Recommended: Claude AI model (mentioned in workflow notes as better alternative to Gemini) How to set up Google Sheets Setup Create a new Google Sheet with three tabs named exactly: Balances Tab: | Date | CashBalance | OnlineBalance | Total_Balance | |------|--------------|----------------|---------------| Transactions Tab: | TransactionID | Date | Time | Amount | PaymentType | Category | TransactionType | PersonName | Description | Added_At | |----------------|------|------|--------|--------------|----------|------------------|-------------|-------------|----------| Debts Tab: | PersonName | Amount | Type | Datecreated | Status | Notes | |-------------|--------|------|--------------|--------|-------| Add header rows and one initial balance row in the Balances tab with today's date and starting amounts. Slack App Setup Go to api.slack.com/apps and create a new app Under OAuth & Permissions, add these Bot Token Scopes: app_mentions:read chat:write channels:read Install the app to your workspace Copy the Bot User OAuth Token Create a dedicated channel (e.g., personal-finance-tracker) Invite your bot to the channel Google Gemini API Visit ai.google.dev Create an API key Save it for n8n credentials setup PostgreSQL Database Set up a PostgreSQL database (you can use Supabase free tier): Create a new project Note down connection details (host, port, database name, user, password) The workflow will auto-create the required table n8n Workflow Configuration Import the workflow and configure: A. Credentials Google Sheets OAuth2: Connect your Google account Slack API: Add your Bot User OAuth Token Google Gemini API: Add your API key PostgreSQL: Add database connection details B. Update Node Parameters All Google Sheets nodes: Select your finance spreadsheet Slack nodes: Select your finance channel Schedule Trigger: Adjust time if you prefer a different check-in hour (default: 11 PM) Postgres Chat Memory: Change sessionKey to something unique (e.g., financetrackeryour_name) Keep tableName as n8nchathistory_finance or rename consistently C. Slack Trigger Setup Activate the "Bot Mention trigger" node Copy the webhook URL from n8n In Slack App settings, go to Event Subscriptions Enable events and paste the webhook URL Subscribe to bot event: app_mention Save changes Test the Workflow Activate both workflow branches (scheduled and agent) In your Slack channel, mention the bot: @YourBot β‚Ή100 cash snacks Bot should respond with a preview Reply "yes" to approve Verify Google Sheets are updated How to customize Change Transaction Categories Edit the AI Agent's system message to add/remove categories. Current categories: travel, food, entertainment, utilities, shopping, health, education, other Modify Daily Check-in Time Change the Schedule Trigger's triggerAtHour value (0-23 in 24-hour format). Add Currency Support Replace β‚Ή with your currency symbol in: Format Daily Message code node AI Agent system prompt examples Switch AI Models The workflow uses Google Gemini, but notes recommend Claude. To switch: Replace "Google Gemini Chat Model" node Add Claude credentials Connect to AI Agent node Customize Debt Types Modify AI Agent's system prompt to change debt handling logic: Currently: IOwe and TheyOwe_Me You can add more types or change naming Add More Payment Methods Current: cash, online To add more (e.g., credit card): Update AI Agent prompt Modify Balances sheet structure Update balance calculation logic Change Approval Keywords Edit AI Agent's Phase 2 approval logic to recognize different approval phrases. Add Spending Analytics Extend the daily check-in to calculate: Weekly/monthly spending summaries Category-wise breakdowns Use additional Code nodes to process transaction history Important Notes ⚠️ Never trigger with normal messages - Only use app mentions (@botname) to avoid infinite loops where the bot replies to its own messages. πŸ’‘ Context Awareness - The bot remembers conversation history, so you can reference "yesterday", "last week", or previous transactions naturally. πŸ”’ Data Privacy - All your financial data stays in your Google Sheets and PostgreSQL database. The AI only processes transaction text temporarily. πŸ“Š Backup Regularly - Export your Google Sheets periodically as backup. --- Pro Tips: Start with small test transactions to ensure everything works Use consistent person names for debt tracking The bot understands various formats: "β‚Ή500 cash food" = "paid 500 rupees in cash for food" You can batch transactions in one message: "β‚Ή100 travel, β‚Ή200 food, β‚Ή50 snacks"

Habeeb MohammedBy Habeeb Mohammed
448