{ "name": "Account manager-v1", "nodes": [ { "parameters": { "updates": [ "messages" ], "options": {} }, "type": "n8n-nodes-base.whatsAppTrigger", "typeVersion": 1, "position": [ 1936, 624 ], "id": "f11e49c5-9f6d-4558-8c48-e6658c054769", "name": "WhatsApp Trigger" }, { "parameters": { "rules": { "values": [ { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "leftValue": "={{ $json.messages[0].type }}", "rightValue": "image", "operator": { "type": "string", "operation": "equals" }, "id": "59363409-26b1-4d66-aca8-9c71d549bf1d" } ], "combinator": "and" }, "renameOutput": true, "outputKey": "Image route " }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "36b63731-2d95-414a-904f-8539c26122cc", "leftValue": "={{ $json.messages[0].type }}", "rightValue": "text", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "text route " }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "dad785ce-14a2-48e9-854c-f83466ed5f7d", "leftValue": "={{ $json.messages[0].type }}", "rightValue": "document", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "document route" } ] }, "options": {} }, "type": "n8n-nodes-base.switch", "typeVersion": 3.4, "position": [ 2128, 608 ], "id": "89c8434e-ec28-4e4b-b8a0-77be7afcb2c6", "name": "Switch" }, { "parameters": { "resource": "image", "operation": "analyze", "modelId": { "__rl": true, "value": "models/gemini-2.0-flash", "mode": "list", "cachedResultName": "models/gemini-2.0-flash" }, "text": "=Analyze this image. \n\nEXTRACT & RETURN RAW JSON ONLY (No Markdown, No Explanations):\n{\n\"summary\": \"Short title (e.g. 'Starbucks Coffee' or 'Client Payment')\",\n\"amount\": Number (Extract total value),\n\"currency\": \"3-letter ISO code (Default to 'USD' if symbol is \u20b9 or missing)\",\n\"date\": \"YYYY-MM-DD\" (If missing, return null),\n\"category\": \"Exact Match from: [BUSINESS, INVESTMENTS, SAVINGS, DEBT, EDUCATION, BILLS & UTILITIES, ENTERTAINMENT, TRANSPORT, FOOD, HEALTH & WELLNESS, SHOPPING, OTHER, SUBSCRIPTIONS, TRANSFERS]. Default to 'OTHER'.\",\n\"type\": \"Income\" or \"Expense\" (Prioritize user caption keywords like 'Income', 'Salary'. If ambiguous, assume 'Expense').\n}", "inputType": "binary", "options": {} }, "id": "7f8ff22e-7ed8-47f7-8c49-a7a6830793d5", "name": "Analyze an image", "type": "@n8n/n8n-nodes-langchain.googleGemini", "position": [ 2848, 448 ], "typeVersion": 1, "retryOnFail": true, "waitBetweenTries": 5000 }, { "parameters": { "resource": "document", "modelId": { "__rl": true, "value": "models/gemini-2.0-flash", "mode": "list", "cachedResultName": "models/gemini-2.0-flash" }, "text": "=Analyze this document.\n\nEXTRACT & RETURN RAW JSON ONLY (No Markdown):\n{\n\"summary\": \"Vendor name or short description\",\n\"amount\": Number,\n\"currency\": \"ISO code (Default 'USD')\",\n\"date\": \"YYYY-MM-DD\" (Return null if not found),\n\"category\": \"Exact Match from: [BUSINESS, INVESTMENTS, SAVINGS, DEBT, EDUCATION, BILLS & UTILITIES, ENTERTAINMENT, TRANSPORT, FOOD, HEALTH & WELLNESS, SHOPPING, OTHER, SUBSCRIPTIONS, TRANSFERS]\",\n\"type\": \"Income\" or \"Expense\" (Check caption first. Default 'Expense').\n}", "inputType": "binary", "options": {} }, "id": "de03f57c-64cd-4717-bc2b-9b92bd2bc9ba", "name": "Analyze a file", "type": "@n8n/n8n-nodes-langchain.googleGemini", "position": [ 2848, 976 ], "typeVersion": 1, "retryOnFail": true, "waitBetweenTries": 5000 }, { "parameters": { "resource": "media", "operation": "mediaUrlGet", "mediaGetId": "={{ $json.messages[0].document.id }}" }, "type": "n8n-nodes-base.whatsApp", "typeVersion": 1.1, "position": [ 2400, 880 ], "id": "8973479e-6a26-4209-8064-cee62e03bbf2", "name": "Download doc", "retryOnFail": true }, { "parameters": { "modelId": { "__rl": true, "value": "models/gemini-2.0-flash", "mode": "list", "cachedResultName": "models/gemini-2.0-flash" }, "messages": { "values": [ { "content": "=Analyze this Text. {{ $json.messages[0].text.body }}\n\n\nEXTRACT & RETURN RAW JSON ONLY (No Markdown):\n{\n\"summary\": \"Vendor name or short description\",\n\"amount\": Number,\n\"currency\": \"ISO code (Default 'USD')\",\n\"date\": \"YYYY-MM-DD\" (Return null if not found),\n\"category\": \"Exact Match from: [BUSINESS, INVESTMENTS, SAVINGS, DEBT, EDUCATION, BILLS & UTILITIES, ENTERTAINMENT, TRANSPORT, FOOD, HEALTH & WELLNESS, SHOPPING, OTHER, SUBSCRIPTIONS, TRANSFERS]\",\n\"type\": \"Income\" or \"Expense\" (Check caption first. Default 'Expense').\n}" } ] }, "jsonOutput": true, "options": {} }, "type": "@n8n/n8n-nodes-langchain.googleGemini", "typeVersion": 1, "position": [ 2720, 624 ], "id": "f9b632db-a6db-4dd1-aac1-39fa9f5af500", "name": "Message a model", "retryOnFail": true, "waitBetweenTries": 5000 }, { "parameters": { "url": "={{ $json.url }}", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 2624, 352 ], "id": "a08df5da-56e5-4930-a990-b5c9f235769a", "name": "Download image1", "retryOnFail": true }, { "parameters": { "url": "={{ $json.url }}", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 2624, 880 ], "id": "4b4050c0-49eb-4f88-895a-9e198621f1ac", "name": "Download Doc", "retryOnFail": true }, { "parameters": { "jsCode": "// Initialize empty text\nlet aiText = '';\nlet foundItem = null;\n\n// LOOP: Check all incoming items to find the one with the AI data\nfor (const item of items) {\n const json = item.json;\n \n // 1. Check for Gemini/Google structure (content.parts[0].text)\n if (json.content && json.content.parts && json.content.parts[0]) {\n aiText = json.content.parts[0].text;\n foundItem = item;\n break; \n }\n // 2. Check for OpenAI/Text structure\n else if (typeof json.content === 'string') {\n aiText = json.content;\n foundItem = item;\n break;\n }\n // 3. Check for generic text output\n else if (json.text) {\n aiText = json.text;\n foundItem = item;\n break;\n }\n}\n\n// If we couldn't find ANY text in any item, error out\nif (!aiText) {\n throw new Error(\"Could not find AI text in the input items. Check Merge node mode.\");\n}\n\n// ----------------------------------------\n// CLEANUP LOGIC\n// ----------------------------------------\n\n// Regex to find the JSON curly braces {} and ignore markdown\nconst jsonMatch = aiText.match(/\\{[\\s\\S]*\\}/);\n\nif (jsonMatch) {\n const parsedData = JSON.parse(jsonMatch[0]);\n \n // MERGE TRICK: Keep the original binary/link data if it exists\n // This ensures the Google Drive link passes through to Notion\n if (foundItem) {\n return { ...foundItem.json, ...parsedData };\n } else {\n return parsedData;\n }\n} else {\n throw new Error(\"The AI output didn't contain valid JSON. Got this instead: \" + aiText);\n}" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 3520, 624 ], "id": "bf969f83-8aaf-470f-9c31-8d42af0acf11", "name": "Cleanup outputs" }, { "parameters": { "resource": "databasePage", "databaseId": { "__rl": true, "value": "YOUR_DATABASE_ID_HERE", "mode": "list", "cachedResultName": "Finance ", "cachedResultUrl": "https://www.notion.so/YOUR_DATABASE_ID_HERE" }, "title": "={{ $json.summary }}", "propertiesUi": { "propertyValues": [ { "key": "Amount|number", "numberValue": "={{ $json.amount }}" }, { "key": "Category|relation", "relationValue": [ "={{ $json.matched_category_id }}" ] }, { "key": "Date|date", "includeTime": false, "date": "={{ $json.date }}" }, { "key": "Type|select", "selectValue": "={{ $json.type }}" }, { "key": "Notes|rich_text", "textContent": "={{ $('WhatsApp Trigger').first()?.json?.messages?.[0]?.text?.body || \"Receipt Uploaded\" }}" }, { "key": "Receipt|files", "fileUrls": { "fileUrl": [ { "name": "receipt", "url": "={{ \n$('Upload file').isExecuted ? $('Upload file').first().json.webViewLink : \n($('Upload file1').isExecuted ? $('Upload file1').first().json.webViewLink : \n\"https://placehold.co/600x400/png?text=No+Receipt\") \n}}" } ] } } ] }, "options": { "iconType": "file", "icon": "=https://www.notion.so/icons/cash_gray.svg?mode=dark" } }, "type": "n8n-nodes-base.notion", "typeVersion": 2.2, "position": [ 4128, 624 ], "id": "1abdc98b-ac2c-4337-9780-d53d1b6b21f3", "name": "Create a database page", "retryOnFail": true, "waitBetweenTries": 5000 }, { "parameters": { "resource": "databasePage", "operation": "getAll", "databaseId": { "__rl": true, "value": "YOUR_DATABASE_ID_HERE", "mode": "list", "cachedResultName": "Category", "cachedResultUrl": "https://www.notion.so/YOUR_DATABASE_ID_HERE" }, "returnAll": true, "options": {} }, "type": "n8n-nodes-base.notion", "typeVersion": 2.2, "position": [ 3744, 624 ], "id": "f1da2ece-d6cc-4ab3-82c1-c8245b6f3feb", "name": "Get many database pages", "retryOnFail": true, "maxTries": 3, "waitBetweenTries": 5000 }, { "parameters": { "jsCode": "// 1. Get the list of categories from the previous node\nconst notionCategories = items;\n\n// 2. Get the expense data from the 'Cleanup outputs' node\n// We use $('Node Name').first() to reference data from up the stream\nconst expenseData = $('Cleanup outputs').first().json;\n\n// 3. Normalize the AI category to lowercase for easier matching\nconst aiCategory = expenseData.category.trim().toLowerCase();\n\n// 4. Find the matching Notion Page\nconst match = notionCategories.find(page => {\n const notionName = page.json.name.toLowerCase(); // Assuming property is 'name'\n return notionName === aiCategory;\n});\n\n// 5. Prepare the output\nif (match) {\n // Found it! Add the Notion Page ID to the expense data\n return [{\n json: {\n ...expenseData,\n matched_category_id: match.json.id\n }\n }];\n} else {\n // No match found. You might want to assign a \"Default\" or \"Uncategorized\" ID here\n return [{\n json: {\n ...expenseData,\n matched_category_id: null, \n error: `No category matched for ${expenseData.category}`\n }\n }];\n}" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 3936, 624 ], "id": "4a147667-4ca5-4521-8f17-e85c56b987fd", "name": "Final parse" }, { "parameters": { "name": "=Receipt_{{ $now.toFormat('yyyy-MM-dd-HH-mm-ss') }}.jpg", "driveId": { "__rl": true, "mode": "list", "value": "My Drive" }, "folderId": { "__rl": true, "value": "YOUR_FOLDER_ID_HERE", "mode": "list", "cachedResultName": "Receipts and Invoices ( docs )", "cachedResultUrl": "https://drive.google.com/drive/folders/YOUR_FOLDER_ID_HERE" }, "options": {} }, "type": "n8n-nodes-base.googleDrive", "typeVersion": 3, "position": [ 2848, 256 ], "id": "befb6757-ef05-48b4-86a8-54450400c1d6", "name": "Upload file", "retryOnFail": true, "waitBetweenTries": 5000 }, { "parameters": { "name": "=Receipt_{{ $now.toFormat('yyyy-MM-dd-HH-mm-ss') }}.jpg", "driveId": { "__rl": true, "mode": "list", "value": "My Drive" }, "folderId": { "__rl": true, "value": "YOUR_FOLDER_ID_HERE", "mode": "list", "cachedResultName": "Receipts and Invoices ( docs )", "cachedResultUrl": "https://drive.google.com/drive/folders/YOUR_FOLDER_ID_HERE" }, "options": {} }, "type": "n8n-nodes-base.googleDrive", "typeVersion": 3, "position": [ 2848, 784 ], "id": "566215f7-fcb4-4ccd-a572-7b2212017be0", "name": "Upload file1", "retryOnFail": true, "waitBetweenTries": 5000 }, { "parameters": { "mode": "combine", "combineBy": "combineByPosition", "options": {} }, "type": "n8n-nodes-base.merge", "typeVersion": 3.2, "position": [ 3136, 352 ], "id": "6559f03a-633a-41c9-a770-d6df3f7dc055", "name": "Merge" }, { "parameters": { "mode": "combine", "combineBy": "combineByPosition", "options": {} }, "type": "n8n-nodes-base.merge", "typeVersion": 3.2, "position": [ 3136, 880 ], "id": "a99b73e6-0c6e-4089-a868-e4a78117b386", "name": "Merge1" }, { "parameters": { "operation": "send", "phoneNumberId": "YOUR_PHONE_NUMBER_ID_HERE", "recipientPhoneNumber": "YOUR_RECIPIENT_PHONE_NUMBER_HERE", "textBody": "=\ud83e\uddfe Receipt Drafted\n\nSummary: {{ $json.property_name }}\nAmount: {{ $json.property_amount }}\nDate: {{ $json.property_date.start }}\n\n\ud83d\udc47 Tap below to finalize or edit:\n{{ $json[\"url\"] }}", "additionalFields": {} }, "type": "n8n-nodes-base.whatsApp", "typeVersion": 1.1, "position": [ 4368, 624 ], "id": "2b0fbd00-7ab4-41f7-a180-b3822bb86b73", "name": "Send message", "retryOnFail": true, "waitBetweenTries": 5000 }, { "parameters": { "content": "### Process Images \ud83d\udcf7", "height": 352, "width": 1184, "color": 4 }, "type": "n8n-nodes-base.stickyNote", "position": [ 2240, 224 ], "typeVersion": 1, "id": "f811e279-610c-4569-aa32-1e4babd71fbb", "name": "Sticky Note" }, { "parameters": { "content": "### Process Documents \ud83d\udcc4\n", "height": 352, "width": 1184, "color": 4 }, "type": "n8n-nodes-base.stickyNote", "position": [ 2240, 768 ], "typeVersion": 1, "id": "7eb1bf29-8a5d-43ad-b587-c48d3d868b17", "name": "Sticky Note1" }, { "parameters": { "content": "### Process Messages\n", "width": 496, "color": 4 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 2592, 592 ], "id": "2b8d037f-a9ad-40fb-9d4e-5290e72b64c6", "name": "Sticky Note2" }, { "parameters": { "content": "### Store the data to Notion & Send confirmation \u2705", "height": 304, "width": 1088, "color": 7 }, "type": "n8n-nodes-base.stickyNote", "position": [ 3488, 528 ], "typeVersion": 1, "id": "871919c6-8af5-4194-a7df-cb5ce5b0dee3", "name": "Sticky Note3" }, { "parameters": { "resource": "media", "operation": "mediaUrlGet", "mediaGetId": "={{ $json.messages[0].image.id }}" }, "type": "n8n-nodes-base.whatsApp", "typeVersion": 1.1, "position": [ 2400, 352 ], "id": "01f7397a-d4c1-45ae-a3b5-ed1aa1087028", "name": "Download image", "retryOnFail": true } ], "connections": { "WhatsApp Trigger": { "main": [ [ { "node": "Switch", "type": "main", "index": 0 } ] ] }, "Switch": { "main": [ [ { "node": "Download image", "type": "main", "index": 0 } ], [ { "node": "Message a model", "type": "main", "index": 0 } ], [ { "node": "Download doc", "type": "main", "index": 0 } ] ] }, "Analyze an image": { "main": [ [ { "node": "Merge", "type": "main", "index": 1 } ] ] }, "Analyze a file": { "main": [ [ { "node": "Merge1", "type": "main", "index": 1 } ] ] }, "Download doc": { "main": [ [ { "node": "Download Doc", "type": "main", "index": 0 } ] ] }, "Message a model": { "main": [ [ { "node": "Cleanup outputs", "type": "main", "index": 0 } ] ] }, "Download image1": { "main": [ [ { "node": "Upload file", "type": "main", "index": 0 }, { "node": "Analyze an image", "type": "main", "index": 0 } ] ] }, "Download Doc": { "main": [ [ { "node": "Upload file1", "type": "main", "index": 0 }, { "node": "Analyze a file", "type": "main", "index": 0 } ] ] }, "Cleanup outputs": { "main": [ [ { "node": "Get many database pages", "type": "main", "index": 0 } ] ] }, "Get many database pages": { "main": [ [ { "node": "Final parse", "type": "main", "index": 0 } ] ] }, "Final parse": { "main": [ [ { "node": "Create a database page", "type": "main", "index": 0 } ] ] }, "Upload file": { "main": [ [ { "node": "Merge", "type": "main", "index": 0 } ] ] }, "Upload file1": { "main": [ [ { "node": "Merge1", "type": "main", "index": 0 } ] ] }, "Merge": { "main": [ [ { "node": "Cleanup outputs", "type": "main", "index": 0 } ] ] }, "Merge1": { "main": [ [ { "node": "Cleanup outputs", "type": "main", "index": 0 } ] ] }, "Create a database page": { "main": [ [ { "node": "Send message", "type": "main", "index": 0 } ] ] }, "Download image": { "main": [ [ { "node": "Download image1", "type": "main", "index": 0 } ] ] } }, "active": false, "settings": { "executionOrder": "v1" }, "versionId": "81c86ae2-8846-4dbc-8c98-2604da519bba", "meta": { "templateCredsSetupCompleted": true }, "id": "bGpYOiPA22cREj3d", "tags": [] }