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"n8n-nodes-base.stickyNote", "position": [ -976, -1056 ], "parameters": { "width": 340, "height": 420, "content": "# Victor - Controller\n![My Image](https://i.postimg.cc/m2fryF1z/Chat-GPT-Image-Apr-25-2025-05-10-57-PM.png)\n\n" }, "typeVersion": 1 }, { "id": "f8c79b50-6d77-45f1-b7df-4b48a992402d", "name": "Google Drive Trigger1", "type": "n8n-nodes-base.googleDriveTrigger", "position": [ -480, -976 ], "parameters": { "event": "fileCreated", "options": {}, "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "triggerOn": "specificFolder", "folderToWatch": { "__rl": true, "mode": "list", "value": "16l6LegAqkV6axZT9WPwr_p2-20VqeiRD", "cachedResultUrl": "https://drive.google.com/drive/folders/16l6LegAqkV6axZT9WPwr_p2-20VqeiRD", "cachedResultName": "Bank Statements" } }, "credentials": { "googleDriveOAuth2Api": { "name": "" } }, "typeVersion": 1 }, { "id": "529732d1-eee3-471d-80b7-0ac6320ed6d2", "name": "Upload PDF to Google Gemini2", "type": "n8n-nodes-base.httpRequest", "position": [ 48, -976 ], "parameters": { "url": "https://generativelanguage.googleapis.com/upload/v1beta/files", "method": "POST", "options": {}, "sendBody": true, "contentType": "binaryData", "sendHeaders": true, "authentication": "predefinedCredentialType", "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/pdf" } ] }, "inputDataFieldName": "data", "nodeCredentialType": "googlePalmApi" }, "credentials": { "googlePalmApi": { "name": "" }, "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.2 }, { "id": "1765ea24-57c2-4c5f-9ca0-70338934195d", "name": "Download Data from Google Gemini2", "type": "n8n-nodes-base.httpRequest", "onError": "continueErrorOutput", "position": [ 256, -976 ], "parameters": { "url": "https://generativelanguage.googleapis.com/v1beta/models/gemini-2.5-flash-preview-04-17:generateContent", "method": "POST", "options": {}, "jsonBody": "={\n \"contents\": [\n {\n \"role\": \"user\",\n \"parts\": [\n {\n \"text\": \"Read and analyze this document. If it is a bank statement, extract and return the following fields in JSON format:\\n- Txn ID\\n- Date\\n- Description / Payee\\n- Debit (-)\\n- Credit (+)\\n- Currency\\n- Running Balance\\n- Notes / Category (optional)\\n\\nIf it is not a bank statement, summarize the document content instead in plain text.\"\n },\n {\n \"file_data\": {\n \"mime_type\": \"application/pdf\",\n \"file_uri\": {{ JSON.stringify($json.file.uri) }}\n }\n }\n ]\n }\n ],\n \"generationConfig\": {\n \"responseMimeType\": \"text/plain\",\n \"maxOutputTokens\": 32768\n }\n}\n", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "authentication": "predefinedCredentialType", "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "nodeCredentialType": "googlePalmApi" }, "credentials": { "googlePalmApi": { "name": "" }, "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.2 }, { "id": "6d94b80f-914f-4c60-b0b8-1fec176ba707", "name": "Google Sheets1", "type": "n8n-nodes-base.googleSheets", "position": [ 736, -976 ], "parameters": { "columns": { "value": { "Date": "={{ $json.Date }}", "Currency": "={{ $json.Currency }}", "Debit (-)": "={{ $json['Debit (-)'] }}", "Credit (+)": "={{ $json['Credit (+)'] }}", "Running Balance": "={{ $json['Running Balance'] }}", "Description / Payee": "={{ $json['Description / Payee'] }}" }, "schema": [ { "id": "Transaction ID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Transaction ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Date", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Description / Payee", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Description / Payee", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Debit (-)", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Debit (-)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Credit (+)", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Credit (+)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Currency", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Currency", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Running Balance", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Running Balance", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Notes / Category", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Notes / Category", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": { "cellFormat": "USER_ENTERED" }, "operation": "append", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1SOknw2I6hgXwwaaRHPPogtGjCP4pUjK-xsfIYYwJnvo/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1SOknw2I6hgXwwaaRHPPogtGjCP4pUjK-xsfIYYwJnvo", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1SOknw2I6hgXwwaaRHPPogtGjCP4pUjK-xsfIYYwJnvo/edit?usp=drivesdk", "cachedResultName": "Bank Transactions Record" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.5 }, { "id": "55f393cc-9c47-42db-8803-f1e090459605", "name": "Google Drive1", "type": "n8n-nodes-base.googleDrive", "position": [ -256, -976 ], "parameters": { "fileId": { "__rl": true, "mode": "id", "value": "={{ $json.id }}" }, "options": {}, "operation": "download" }, "credentials": { "googleDriveOAuth2Api": { "name": "" } }, "typeVersion": 3 }, { "id": "4b5d634e-53f9-41d5-938c-7cf6efe61411", "name": "Edit Fields", "type": "n8n-nodes-base.set", "position": [ 912, -976 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "9f21fb2a-c48b-4918-ba56-c98384e1546d", "name": "response", "type": "string", "value": "Recorded!" } ] } }, "typeVersion": 3.4 }, { "id": "03bc404a-d364-42b4-900f-ca61e4dd9b67", "name": "Edit Fields1", "type": "n8n-nodes-base.set", "position": [ 400, 128 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "9f21fb2a-c48b-4918-ba56-c98384e1546d", "name": "response", "type": "string", "value": "Recorded!" } ] } }, "typeVersion": 3.4 }, { "id": "347e16d9-febc-4f44-8539-112ca95e3df5", "name": "Code", "type": "n8n-nodes-base.code", "position": [ 512, -976 ], "parameters": { "jsCode": "const raw = $json.candidates[0].content.parts[0].text;\nconst match = raw.match(/```json\\s*([\\s\\S]*?)\\s*```/);\nlet body = (match ? match[1] : raw)\n\t .replace(/[\\u0000-\\u001F\\u007F-\\u009F]/g, '')\n\t .replace(/,\\s*([}\\]])/g, '$1');\n\nlet data;\ntry {\n\tdata = JSON.parse(body); // \u2190 will throw a readable n8n error if still bad\n} catch (err) {\n\tthrow new Error('LLM returned invalid JSON \u279c ' + err.message);\n}\n\n// Normalise: array of rows no matter what\nif (!Array.isArray(data)) data = data.transactions || [data];\nreturn data.map(t => ({ json: t }));\n" }, "typeVersion": 2 }, { "id": "5ebbafe9-d67e-4e86-be8c-e02c79f177d4", "name": "Basic LLM Chain", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ -160, 128 ], "parameters": { "text": "={{ $('Download Data from Google Gemini1').item.json.candidates[0].content.parts[0].text }}", "messages": { "messageValues": [ { "message": "=You are EXPENSE-CLASSIFIER, an expert bookkeeping agent.\n\nTask \n\u2022 Read the input text of one expense (bank-transaction line, receipt, or invoice memo). \n\u2022 Choose exactly **one** category from the allowed list below that best fits. \n\u2022 If no perfect fit exists, pick the closest logical category (never return \u201cunknown\u201d). \n\u2022 Respond ONLY with valid JSON that matches the schema in the next block\u2014no extra keys, no markdown.\n\nAllowed categories \n- Cost of Goods Sold \n- Advertising & Marketing \n- Payroll & Wages \n- Employee Benefits \n- Contract Labor \n- Rent & Leases \n- Utilities \n- Office Supplies & G&A \n- Software & Cloud Subscriptions \n- Travel Meals & Entertainment \n- Professional Services \n- Insurance \n- Repairs & Maintenance \n- Taxes & Licenses \n- Interest Expense \n- Depreciation & Amortization \n- Other Miscellaneous\n" } ] }, "promptType": "define", "hasOutputParser": true }, "typeVersion": 1.6 }, { "id": "f1a9203a-0d21-46f0-aa9a-afff675427dc", "name": "OpenRouter Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter", "position": [ -160, 304 ], "parameters": { "options": {} }, "credentials": { "openRouterApi": { "name": "" } }, "typeVersion": 1 }, { "id": "9638204f-cb80-4fb5-a146-055160fd1437", "name": "Structured Output Parser", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "position": [ -16, 304 ], "parameters": { "jsonSchemaExample": "{\n \"category\": \"Advertising & Marketing\"\n}\n" }, "typeVersion": 1.2 }, { "id": "1cbde03d-4562-4b08-9001-e3e13bc7cf9b", "name": "AI Agent", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ -352, -2048 ], "parameters": { "text": "={{ $json }}", "options": { "systemMessage": "You are FinanceDataBot, a specialized agent for extracting and analyzing financial data from spreadsheets.\n\nPRIMARY FUNCTION:\nYour sole purpose is to access, extract, and analyze data from financial spreadsheets when requested by an orchestrator agent. You have access to three key spreadsheets:\n1. Invoices - Contains invoice records with details on clients, amounts, dates, and payment status\n2. Expenses - Contains expense records with categories, amounts, dates, and other relevant details\n3. Transactions - Contains bank transaction records with dates, descriptions, amounts, and transaction types\n\nRESPONSE GUIDELINES:\n1. Always respond with accurate, concise data extractions based on the specific request\n2. Format numerical data appropriately (currency with 2 decimal places)\n3. When providing lists, use clean table formatting\n4. Include summary statistics when appropriate (totals, averages, etc.)\n5. Never share opinions or engage in casual conversation - stay focused on data extraction only\n\nDATA EXTRACTION CAPABILITIES:\n- Filter by date ranges (e.g., \"invoices for December\")\n- Sort and limit results (e.g., \"last 10 transactions\")\n- Calculate aggregates (e.g., \"total value of invoices\")\n- Perform basic analysis (e.g., \"highest expense category\")\n- Identify patterns or anomalies when specifically requested\n\nERROR HANDLING:\n- If data is missing or unavailable, clearly state what information could not be retrieved\n- If a request is ambiguous, ask for clarification on specific parameters needed\n- If a request is outside your capabilities, explain what you can and cannot provide\n\nSECURITY CONSIDERATIONS:\n- You only have access to the three specified spreadsheets\n- Do not attempt to access or modify any other data sources\n- Treat all financial data as confidential\n\nExample requests you should be able to handle:\n- \"What are the last 10 bank transactions?\"\n- \"What is the total value of invoices for December 2023?\"\n- \"List all unpaid invoices sorted by amount\"\n- \"What was our highest expense category last month?\"\n- \"Show me transactions over $1000 in the past week\"\n- \"Calculate the average invoice amount by client\"" }, "promptType": "define" }, "typeVersion": 1.9 }, { "id": "a0d38cbe-d401-458d-afde-7b46172f1b9a", "name": "OpenRouter Chat Model1", "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter", "position": [ -448, -1808 ], "parameters": { "model": "openai/gpt-4.1", "options": {} }, "credentials": { "openRouterApi": { "name": "" } }, "typeVersion": 1 }, { "id": "8fea6832-8064-46d3-a71e-eb42b325e58b", "name": "Invoices", "type": "n8n-nodes-base.googleSheetsTool", "position": [ -128, -1808 ], "parameters": { "options": { "dataLocationOnSheet": { "values": { "rangeDefinition": "detectAutomatically" } } }, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Gjm3ALhZZ7I4Wto0CZYNuEr48K-bgLLK6M8K4eyuPq0/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1Gjm3ALhZZ7I4Wto0CZYNuEr48K-bgLLK6M8K4eyuPq0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Gjm3ALhZZ7I4Wto0CZYNuEr48K-bgLLK6M8K4eyuPq0/edit?usp=drivesdk", "cachedResultName": "Test Invoice Records" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.5 }, { "id": "39e1c9dd-e85d-4548-8c62-24209f4b8fc0", "name": "Expenses", "type": "n8n-nodes-base.googleSheetsTool", "position": [ -32, -1808 ], "parameters": { "options": { "dataLocationOnSheet": { "values": { "rangeDefinition": "detectAutomatically" } } }, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1zhOaSKk29dp0xzL8u3yVY62FEFxuo1I-9hc1pfAsQjs/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1zhOaSKk29dp0xzL8u3yVY62FEFxuo1I-9hc1pfAsQjs", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1zhOaSKk29dp0xzL8u3yVY62FEFxuo1I-9hc1pfAsQjs/edit?usp=drivesdk", "cachedResultName": "Expenses Recording" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.5 }, { "id": "df86bfde-6554-4bfd-8cfe-3cc2cfc6d4f8", "name": "Transactions", "type": "n8n-nodes-base.googleSheetsTool", "position": [ 64, -1808 ], "parameters": { "options": { "dataLocationOnSheet": { "values": { "rangeDefinition": "detectAutomatically" } } }, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1SOknw2I6hgXwwaaRHPPogtGjCP4pUjK-xsfIYYwJnvo/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1SOknw2I6hgXwwaaRHPPogtGjCP4pUjK-xsfIYYwJnvo", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1SOknw2I6hgXwwaaRHPPogtGjCP4pUjK-xsfIYYwJnvo/edit?usp=drivesdk", "cachedResultName": "Bank Transactions Record" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.5 }, { "id": "bf1db04b-5b67-4334-ab21-1e6e4d40fa6a", "name": "Edit Fields2", "type": "n8n-nodes-base.set", "position": [ 0, -2048 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "599d7fa9-e8c5-4c3a-8957-f94c498014bd", "name": "Response", "type": "string", "value": "={{ $json }}" } ] } }, "typeVersion": 3.4 }, { "id": "64afa6b9-e8eb-4d73-b124-c19f4051e75d", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ -960, -2080 ], "parameters": { "width": 340, "height": 420, "content": "# Andrew - CFO\n\n![My Image](https://i.postimg.cc/xT23Z3Ty/Chat-GPT-Image-Apr-24-2025-08-02-30-AM.png)\n" }, "typeVersion": 1 }, { "id": "583b7a38-910e-4c9f-8c8d-cd0997addc60", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ -976, -2160 ], "parameters": { "color": 5, "width": 1232, "height": 520, "content": "# Finance\n" }, "typeVersion": 1 }, { "id": "953aaa49-78d5-44b3-846b-c139b2c1d9cb", "name": "Sticky Note25", "type": "n8n-nodes-base.stickyNote", "position": [ -3792, 1104 ], "parameters": { "color": 7, "width": 1344, "height": 816, "content": "# AutoSolutions.ai - AI Consulting Services\n## Didac Fernandez Girona\n\n\n\n![My Image](https://i.postimg.cc/qvRLbFDL/Long-logo.png)" }, "typeVersion": 1 }, { "id": "b39dfed5-8164-4ea1-939f-6ed5ade480ba", "name": "Sticky Note9", "type": "n8n-nodes-base.stickyNote", "position": [ -3984, -2480 ], "parameters": { "width": 784, "height": 2256, "content": "# \ud83e\udd16 AI-Powered Financial Document Processing Workflow\n\n## \ud83d\udccb Overview\nThis comprehensive workflow automates financial document processing using AI, handling invoices, expense receipts, and bank statements. It features four AI personas representing different financial roles and automatically extracts, categorizes, and stores financial data in Google Sheets.\n\n## \u2b50 Key Features\n- \ud83d\udcc4 **Multi-Document Support**: Processes invoices, expense receipts, and bank statements\n- \ud83e\udde0 **AI-Powered Extraction**: Uses Google Gemini for intelligent data extraction\n- \ud83c\udff7\ufe0f **Automatic Categorization**: Smart expense categorization with 17 predefined categories\n- \ud83d\udcac **Financial Analysis Agent**: Query your financial data using natural language\n- \ud83d\udcc1 **Automated File Management**: Renames and organizes processed documents\n- \ud83d\udc65 **Role-Based Processing**: Four distinct AI personas for different financial functions\n\n## \ud83d\udd27 Workflow Components\n\n### 1. \ud83d\udcc4 Invoice Processing (Mark - Accountant)\n**\ud83d\ude80 Trigger**: Chat interface for invoice uploads\n**\u2699\ufe0f Process**:\n- \ud83d\udce4 Upload invoice via chat interface\n- \ud83e\udde0 AI extracts: Vendor Name, Invoice Number, Invoice Date, Due Date, Total Amount, VAT Amount, Line Items\n- \ud83d\udcca Data saved to \"Test Invoice Records\" Google Sheet\n- \ud83d\udcdd File automatically renamed as \"{Vendor Name} - {Invoice Number}\"\n- \u2705 Confirmation message sent\n\n### 2. \ud83e\uddfe Expense Processing (Donna - Accountant)\n**\ud83d\ude80 Trigger**: Google Drive folder monitoring (\"Expense Receipts\")\n**\u2699\ufe0f Process**:\n- \u23f0 Monitors expense receipts folder every minute\n- \ud83e\udde0 AI extracts: Merchant Name, Transaction Date, Total Amount, Tax Amount, Payment Method, Line Items\n- \ud83c\udff7\ufe0f Automatic expense categorization using predefined categories\n- \ud83d\udcca Data saved to \"Expenses Recording\" Google Sheet\n\n**\ud83d\udccb Expense Categories**:\n- \ud83d\udce6 Cost of Goods Sold\n- \ud83d\udce2 Advertising & Marketing\n- \ud83d\udcb0 Payroll & Wages\n- \ud83c\udfaf Employee Benefits\n- \ud83e\udd1d Contract Labor\n- \ud83c\udfe2 Rent & Leases\n- \u26a1 Utilities\n- \ud83d\udcce Office Supplies & G&A\n- \ud83d\udcbb Software & Cloud Subscriptions\n- \u2708\ufe0f Travel Meals & Entertainment\n- \ud83d\udc54 Professional Services\n- \ud83d\udee1\ufe0f Insurance\n- \ud83d\udd27 Repairs & Maintenance\n- \ud83c\udfdb\ufe0f Taxes & Licenses\n- \ud83d\udcb3 Interest Expense\n- \ud83d\udcc9 Depreciation & Amortization\n- \ud83d\udccb Other Miscellaneous\n\n### 3. \ud83c\udfe6 Bank Statement Processing (Victor - Controller)\n**\ud83d\ude80 Trigger**: Google Drive folder monitoring (\"Bank Statements\")\n**\u2699\ufe0f Process**:\n- \u23f0 Monitors bank statements folder every minute\n- \ud83e\udde0 AI extracts: Transaction ID, Date, Description/Payee, Debit/Credit, Currency, Running Balance\n- \ud83d\udcca Data saved to \"Bank Transactions Record\" Google Sheet\n\n### 4. \ud83d\udcc8 Financial Analysis Agent (Andrew - CFO)\n**\ud83d\ude80 Trigger**: Manual execution for financial queries\n**\ud83c\udfaf Capabilities**:\n- \ud83d\uddc3\ufe0f Access to all three financial spreadsheets\n- \ud83d\udcac Natural language queries about financial data\n- \ud83d\udcca Generate reports and insights\n- \u2753 Answer questions about invoices, expenses, and transactions\n\n## \ud83d\udee0\ufe0f Setup Requirements\n\n### \ud83c\udf10 Google Services\n1. **\ud83d\ude97 Google Drive API** credentials configured\n2. **\ud83d\udcca Google Sheets API** credentials configured \n3. **\ud83e\udde0 Google Gemini API** credentials configured\n4. **\ud83e\udd16 OpenRouter API** credentials for LLM categorization\n\n### \ud83d\udcc1 Required Google Drive Folders\nCreate these folders in your Google Drive:\n- \ud83d\udcc4 \"Invoices\" (for processed invoice storage)\n- \ud83e\uddfe \"Expense Receipts\" (monitored for new expense receipts)\n- \ud83c\udfe6 \"Bank Statements\" (monitored for new bank statements)\n\n### \ud83d\udcca Required Google Sheets\nCreate these spreadsheets with appropriate column headers:\n1. **\ud83d\udcc4 \"Test Invoice Records\"** - Vendor Name, Invoice Number, Invoice Date, Due Date, Total Amount, VAT Amount, Line Item Description, Quantity, Unit Price, Total Price\n2. **\ud83e\uddfe \"Expenses Recording\"** - Merchant Name, Transaction Date, Total Amount, Tax Amount, Payment Method, Line Item Description, Quantity, Unit Price, Total Price, Category\n3. **\ud83c\udfe6 \"Bank Transactions Record\"** - Transaction ID, Date, Description/Payee, Debit (-), Credit (+), Currency, Running Balance, Notes/Category\n\n" }, "typeVersion": 1 }, { "id": "82e8c619-a09b-42bf-b6b9-773d20e821ac", "name": "Sticky Note10", "type": "n8n-nodes-base.stickyNote", "position": [ -3120, -848 ], "parameters": { "width": 784, "height": 640, "content": "# \ud83d\udee0\ufe0f Setup Requirements\n\n### \ud83c\udf10 Google Services\n1. **\ud83d\ude97 Google Drive API** credentials configured\n2. **\ud83d\udcca Google Sheets API** credentials configured \n3. **\ud83e\udde0 Google Gemini API** credentials configured\n4. **\ud83e\udd16 OpenRouter API** credentials for LLM categorization\n\n### \ud83d\udcc1 Required Google Drive Folders\nCreate these folders in your Google Drive:\n- \ud83d\udcc4 \"Invoices\" (for processed invoice storage)\n- \ud83e\uddfe \"Expense Receipts\" (monitored for new expense receipts)\n- \ud83c\udfe6 \"Bank Statements\" (monitored for new bank statements)\n\n### \ud83d\udcca Required Google Sheets\nCreate these spreadsheets with appropriate column headers:\n1. **\ud83d\udcc4 \"Test Invoice Records\"** - Vendor Name, Invoice Number, Invoice Date, Due Date, Total Amount, VAT Amount, Line Item Description, Quantity, Unit Price, Total Price\n2. **\ud83e\uddfe \"Expenses Recording\"** - Merchant Name, Transaction Date, Total Amount, Tax Amount, Payment Method, Line Item Description, Quantity, Unit Price, Total Price, Category\n3. **\ud83c\udfe6 \"Bank Transactions Record\"** - Transaction ID, Date, Description/Payee, Debit (-), Credit (+), Currency, Running Balance, Notes/Category\n\n" }, "typeVersion": 1 }, { "id": "d842268b-9d80-42da-952c-a0681736a584", "name": "Sticky Note11", "type": "n8n-nodes-base.stickyNote", "position": [ -3120, -2480 ], "parameters": { "width": 784, "height": 1600, "content": "# \ud83c\udfaf How to Use\n\n### \ud83d\udcc4 Processing Invoices\n1. \ud83d\udcac Access the chat interface\n2. \ud83d\udce4 Upload PDF invoice files\n3. \u23f3 Wait for AI processing and confirmation\n4. \u2705 Check \"Test Invoice Records\" Google Sheet for extracted data\n5. \ud83d\udcc1 Processed files will be renamed and stored in \"Invoices\" folder\n\n### \ud83e\uddfe Processing Expense Receipts\n1. \ud83d\udce4 Upload PDF receipts to \"Expense Receipts\" Google Drive folder\n2. \u2699\ufe0f Workflow automatically processes new files every minute\n3. \u2705 Check \"Expenses Recording\" Google Sheet for categorized expenses\n4. \ud83c\udff7\ufe0f AI automatically assigns appropriate expense categories\n\n### \ud83c\udfe6 Processing Bank Statements\n1. \ud83d\udce4 Upload PDF bank statements to \"Bank Statements\" Google Drive folder\n2. \u2699\ufe0f Workflow automatically processes new files every minute\n3. \u2705 Check \"Bank Transactions Record\" Google Sheet for transaction data\n\n### \ud83d\udcac Querying Financial Data\n1. \u25b6\ufe0f Execute the \"When Executed by Another Workflow\" trigger\n2. \ud83d\udde3\ufe0f Send natural language queries about your financial data\n3. \ud83d\udca1 Examples:\n - \"What are the last 10 bank transactions?\"\n - \"What is the total value of invoices for December 2023?\"\n - \"List all unpaid invoices sorted by amount\"\n - \"What was our highest expense category last month?\"\n - \"Show me transactions over $1000 in the past week\"\n\n## \ud83d\udcc1 Supported File Formats\n- **\ud83d\udcc4 PDF files only** (invoices, receipts, bank statements)\n- \ud83d\udd0d Ensure documents are clear and legible for optimal AI extraction\n\n## \u26a0\ufe0f Error Handling\n- \u2705 Workflow continues processing even if individual documents fail\n- \ud83d\udcdd Error outputs are logged for troubleshooting\n- \ud83d\udd27 Failed extractions can be manually reviewed and corrected\n\n## \ud83d\udc65 AI Personas\n- **\ud83d\udcc4 Mark (Accountant)**: Handles invoice processing with attention to vendor details and payment terms\n- **\ud83e\uddfe Donna (Accountant)**: Manages expense categorization and receipt processing\n- **\ud83c\udfe6 Victor (Controller)**: Oversees bank statement processing and transaction reconciliation\n- **\ud83d\udcc8 Andrew (CFO)**: Provides high-level financial analysis and reporting\n\n## \ud83c\udf89 Benefits\n- \u23f0 **Time Savings**: Automates manual data entry from financial documents\n- \ud83c\udfaf **Accuracy**: AI-powered extraction reduces human error\n- \ud83d\udcc2 **Organization**: Automatic file naming and categorization\n- \ud83d\udca1 **Insights**: Query financial data using natural language\n- \ud83d\udcc8 **Scalability**: Processes multiple documents simultaneously\n- \ud83d\udee1\ufe0f **Compliance**: Maintains organized records for accounting and audit purposes\n\n## \ud83d\udd27 Troubleshooting\n- \u2705 Ensure all API credentials are properly configured\n- \ud83d\udcc1 Verify Google Drive folder permissions allow the workflow to access files\n- \ud83d\udcca Check that Google Sheets have the correct column headers\n- \ud83d\udcdd Monitor workflow execution logs for any processing errors\n- \ud83d\udcc4 Test with clear, high-quality PDF documents for best resultshooting\n- Ensure all API credentials are properly configured\n- Verify Google Drive folder permissions allow the workflow to access files\n- Check that Google Sheets have the correct column headers\n- Monitor workflow execution logs for any processing errors\n- Test with clear, high-quality PDF documents for best results" }, "typeVersion": 1 }, { "id": "114a10ca-24f0-492d-af38-45795bab1666", "name": "\ud83d\udcc4 Invoice Processing Documentation", "type": "n8n-nodes-base.stickyNote", "position": [ -2224, 816 ], "parameters": { "color": 5, "width": 772, "height": 1112, "content": "# \ud83d\udcc4 INVOICE PROCESSING SECTION\n\n## \ud83c\udfaf Purpose\nThis section handles invoice processing through a chat interface. Mark, the AI Accountant, extracts key invoice data and stores it in Google Sheets.\n\n## \ud83d\udd04 Process Flow\n1. **\ud83d\udcac Chat Trigger**: Users upload PDF invoices via chat\n2. **\ud83d\udcc1 File Storage**: Invoice saved to Google Drive \"Invoices\" folder\n3. **\ud83e\udd16 AI Processing**: Google Gemini extracts invoice data\n4. **\ud83d\udcca Data Storage**: Information saved to \"Test Invoice Records\" spreadsheet\n5. **\ud83d\udcdd File Renaming**: File renamed as \"{Vendor Name} - {Invoice Number}\"\n6. **\u2705 Confirmation**: Success message sent to user\n\n## \ud83d\udccb Extracted Fields\n- Vendor Name\n- Invoice Number\n- Invoice Date\n- Due Date\n- Total Amount\n- VAT Amount\n- Line Items (Description, Quantity, Unit Price, Total Price)\n\n## \u2699\ufe0f Configuration Notes\n- Chat trigger allows all file types but processes PDF only\n- Error handling continues processing even if extraction fails\n- Files are stored with original name then renamed after processing" }, "typeVersion": 1 }, { "id": "b838b4c4-545c-411d-b6cd-9041479f72e9", "name": "Mark - Accountant", "type": "n8n-nodes-base.stickyNote", "position": [ -1344, 832 ], "parameters": { "color": 6, "width": 324, "height": 528, "content": "# Mark - Accountant \ud83d\udc68\u200d\ud83d\udcbc\n\n**Role**: Invoice Processing Specialist\n\n**Responsibilities**:\n- \u2705 Extract vendor information\n- \u2705 Capture payment terms\n- \u2705 Process line item details\n- \u2705 Ensure data accuracy\n\n**AI Capabilities**:\n- \ud83e\udde0 Intelligent field recognition\n- \ud83d\udccb Structured data extraction\n- \ud83d\udd0d Quality validation" }, "typeVersion": 1 }, { "id": "de948508-c38d-47aa-9a57-3972a854fd3f", "name": "\ud83d\udcbe Save File Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ -1344, 1392 ], "parameters": { "color": 3, "width": 268, "height": 488, "content": "# \ud83d\udce4 STEP 1: File Upload & Storage\n\n**Purpose**: Save uploaded invoice to Google Drive\n\n**Configuration**:\n- \ud83d\udcc1 Target Folder: \"Invoices\"\n- \ud83d\udcc4 Input Field: data0 (from chat upload)\n- \ud83d\udcdd Filename: Uses original uploaded filename\n\n**Output**: File ID and metadata for downstream processing" }, "typeVersion": 1 }, { "id": "d76a1641-f669-4ca7-a72e-ea3a5f3cd6c9", "name": "\ud83e\udd16 Upload to AI Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ -1056, 1392 ], "parameters": { "color": 3, "width": 220, "height": 488, "content": "# \ud83e\udd16 STEP 2: AI Upload\n\n**Purpose**: Upload PDF to Google Gemini for processing\n\n**Configuration**:\n- \ud83d\udd17 Endpoint: Gemini File Upload API\n- \ud83d\udcc4 Content-Type: application/pdf\n- \ud83d\udd10 Auth: Google PaLM API credentials\n- \ud83d\udcca Input: Binary data from chat upload\n\n**Output**: File URI for Gemini processing" }, "typeVersion": 1 }, { "id": "f91e1f93-c743-400a-bbd9-520edd6169d0", "name": "\ud83e\udde0 Data Extraction Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ -816, 1392 ], "parameters": { "color": 3, "width": 252, "height": 488, "content": "# \ud83e\udde0 STEP 3: Data Extraction\n\n**Purpose**: Use Gemini AI to extract structured invoice data\n\n**AI Prompt**: Extracts:\n- \ud83c\udfe2 Vendor Name\n- \ud83d\udd22 Invoice Number\n- \ud83d\udcc5 Invoice Date\n- \ud83d\udcc5 Due Date\n- \ud83d\udcb0 Total Amount\n- \ud83d\udcb0 VAT Amount\n- \ud83d\udccb Line Items\n\n**Output**: JSON structured data or plain text summary" }, "typeVersion": 1 }, { "id": "aa42f2bd-4ee3-45f3-a671-33eff825a42e", "name": "\ud83d\udccb JSON Parsing Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ -544, 1392 ], "parameters": { "color": 3, "width": 236, "height": 488, "content": "# \ud83d\udccb STEP 4: JSON Parsing\n\n**Purpose**: Clean and parse AI response into structured data\n\n**Process**:\n- \ud83e\uddf9 Remove markdown code blocks\n- \ud83d\udcca Convert text to JSON object\n- \u26a0\ufe0f Handle parsing errors gracefully\n- \ud83d\udd04 Retry on failure\n\n**Output**: Clean parsedData object for spreadsheet" }, "typeVersion": 1 }, { "id": "4207bb87-5651-4107-afd1-c74fa3ffe2e9", "name": "\ud83d\udcd1 Split Items Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ -288, 1392 ], "parameters": { "color": 3, "width": 236, "height": 488, "content": "# \ud83d\udcd1 STEP 5: Line Item Processing\n\n**Purpose**: Split line items for individual spreadsheet rows\n\n**Process**:\n- \ud83d\udccb Extract Line Items array from parsed data\n- \ud83d\udd04 Create separate execution for each line item\n- \ud83d\udcca Enables detailed item-level tracking\n\n**Output**: Individual line items for Google Sheets" }, "typeVersion": 1 }, { "id": "09ea2e0e-3455-4a4f-b104-caf7e145ed59", "name": "\ud83d\udcca Save to Sheet Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ -32, 1392 ], "parameters": { "color": 3, "width": 268, "height": 488, "content": "# \ud83d\udcca STEP 6: Save to Spreadsheet\n\n**Purpose**: Store extracted invoice data in Google Sheets\n\n**Mapping**:\n- \ud83c\udfe2 Vendor Name \u2192 Header data\n- \ud83d\udd22 Invoice Number \u2192 Header data\n- \ud83d\udcc5 Dates \u2192 Header data\n- \ud83d\udcb0 Amounts \u2192 Header data\n- \ud83d\udccb Line Items \u2192 Individual rows\n\n**Sheet**: Test Invoice Records\n**Format**: USER_ENTERED (preserves formatting)" }, "typeVersion": 1 }, { "id": "7696a262-8c9c-4f0a-89ba-0998fef40fcb", "name": "\ud83d\udd17 Merge Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 256, 1392 ], "parameters": { "color": 3, "width": 218, "height": 486, "content": "# \ud83d\udd17 STEP 7: Data Merge\n\n**Purpose**: Combine file metadata with processed data\n\n**Inputs**:\n- \ud83d\udcc1 File information from Google Drive\n- \ud83d\udcca Processed invoice data from sheets\n\n**Output**: Combined data for file renaming" }, "typeVersion": 1 }, { "id": "f6db208f-ead8-4762-afde-d82c511344e8", "name": "\ud83d\udcdd Rename Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 496, 1392 ], "parameters": { "color": 3, "width": 202, "height": 486, "content": "# \ud83d\udcdd STEP 8: File Renaming\n\n**Purpose**: Rename file with vendor and invoice number\n\n**Format**: \"{Vendor Name} - {Invoice Number}\"\n\n**Example**: \"Acme Corp - INV-2024-001\"\n\n**Error Handling**: Continues even if renaming fails" }, "typeVersion": 1 }, { "id": "c23af4ed-ad50-4992-8bd2-fb884121e17c", "name": "\u2705 Confirmation Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 720, 1392 ], "parameters": { "color": 3, "width": 250, "height": 486, "content": "# \u2705 STEP 9: Confirmation\n\n**Purpose**: Send success message to user\n\n**Message**: Confirms invoice processing completion\n\n**Includes**: Reference to check Google Sheet\n\n**User Experience**: Clear feedback on completion" }, "typeVersion": 1 }, { "id": "619818b5-2e30-46ef-a1fe-c9653e9fe662", "name": "\ud83e\uddfe Expense Processing Documentation", "type": "n8n-nodes-base.stickyNote", "position": [ -2224, -448 ], "parameters": { "color": 5, "width": 772, "height": 1232, "content": "# \ud83e\uddfe EXPENSE PROCESSING SECTION\n\n## \ud83c\udfaf Purpose\nThis section monitors a Google Drive folder for new expense receipts. Donna, the AI Accountant, extracts expense data and automatically categorizes it using AI.\n\n## \ud83d\udd04 Process Flow\n1. **\ud83d\udcc1 Drive Monitor**: Watches \"Expense Receipts\" folder every minute\n2. **\ud83d\udce5 File Download**: Downloads new PDF files\n3. **\ud83e\udd16 AI Processing**: Google Gemini extracts expense data\n4. **\ud83c\udff7\ufe0f AI Categorization**: OpenRouter LLM categorizes expenses\n5. **\ud83d\udcca Data Storage**: Information saved to \"Expenses Recording\" spreadsheet\n6. **\u2705 Completion**: Process confirmation\n\n## \ud83d\udccb Extracted Fields\n- Merchant Name\n- Transaction Date\n- Total Amount\n- Tax Amount\n- Payment Method\n- Line Items (if available)\n- AI-Generated Category\n\n## \ud83c\udff7\ufe0f Expense Categories (17 Total)\n- \ud83d\udce6 Cost of Goods Sold\n- \ud83d\udce2 Advertising & Marketing\n- \ud83d\udcb0 Payroll & Wages\n- \ud83c\udfaf Employee Benefits\n- \ud83e\udd1d Contract Labor\n- \ud83c\udfe2 Rent & Leases\n- \u26a1 Utilities\n- \ud83d\udcce Office Supplies & G&A\n- \ud83d\udcbb Software & Cloud Subscriptions\n- \u2708\ufe0f Travel Meals & Entertainment\n- \ud83d\udc54 Professional Services\n- \ud83d\udee1\ufe0f Insurance\n- \ud83d\udd27 Repairs & Maintenance\n- \ud83c\udfdb\ufe0f Taxes & Licenses\n- \ud83d\udcb3 Interest Expense\n- \ud83d\udcc9 Depreciation & Amortization\n- \ud83d\udccb Other Miscellaneous\n\n## \u2699\ufe0f Configuration Notes\n- Monitors folder every minute for new files\n- Processes PDF files automatically\n- AI categorization uses structured output parsing\n- Error handling continues processing other files" }, "typeVersion": 1 }, { "id": "be419798-2cc6-4819-9a1d-59201efe77c3", "name": "\ud83d\udcc1 Expense Trigger Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 640, 176 ], "parameters": { "color": 4, "width": 492, "height": 296, "content": "# \ud83d\udcc1 EXPENSE TRIGGER\n\n**Purpose**: Monitor Google Drive folder for new expense receipts\n\n**Configuration**:\n- \ud83d\udcc2 Folder: \"Expense Receipts\"\n- \u23f0 Frequency: Every minute\n- \ud83d\udea8 Event: File created\n- \ud83d\udcc4 File Types: All (but processes PDF)\n\n**Output**: File metadata for new uploads" }, "typeVersion": 1 }, { "id": "791fb721-f346-42d8-9628-1d5b2db5ab24", "name": "\ud83c\udff7\ufe0f Categorization Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 640, -144 ], "parameters": { "color": 4, "width": 492, "height": 296, "content": "# \ud83c\udff7\ufe0f AI CATEGORIZATION\n\n**Purpose**: Automatically categorize expenses using AI\n\n**Process**:\n- \ud83e\udd16 Uses OpenRouter LLM\n- \ud83d\udccb 17 predefined categories\n- \ud83c\udfaf Structured JSON output\n- \ud83e\udde0 Context-aware classification\n\n**Output**: Category assignment for expense" }, "typeVersion": 1 }, { "id": "39b5e552-93b9-437b-b2ce-2ca403a7cd8a", "name": "\ud83c\udfe6 Bank Statement Processing Documentation", "type": "n8n-nodes-base.stickyNote", "position": [ -2224, -1328 ], "parameters": { "color": 5, "width": 772, "height": 856, "content": "# \ud83c\udfe6 BANK STATEMENT PROCESSING SECTION\n\n## \ud83c\udfaf Purpose\nThis section monitors a Google Drive folder for new bank statements. Victor, the AI Controller, extracts transaction data for reconciliation and analysis.\n\n## \ud83d\udd04 Process Flow\n1. **\ud83d\udcc1 Drive Monitor**: Watches \"Bank Statements\" folder every minute\n2. **\ud83d\udce5 File Download**: Downloads new PDF bank statements\n3. **\ud83e\udd16 AI Processing**: Google Gemini extracts transaction data\n4. **\ud83d\udd04 Data Parsing**: Custom code handles multiple transactions\n5. **\ud83d\udcca Data Storage**: Information saved to \"Bank Transactions Record\" spreadsheet\n6. **\u2705 Completion**: Process confirmation\n\n## \ud83d\udccb Extracted Fields\n- Transaction ID\n- Date\n- Description / Payee\n- Debit (-)\n- Credit (+)\n- Currency\n- Running Balance\n- Notes / Category (optional)\n\n## \u2699\ufe0f Configuration Notes\n- Monitors folder every minute for new files\n- Processes PDF bank statements automatically\n- Custom JavaScript code handles transaction arrays\n- Error handling continues processing other files\n- Supports multiple transaction formats" }, "typeVersion": 1 }, { "id": "cba011da-354b-4c58-9942-f6f5fb6b4135", "name": "Victor - Controller", "type": "n8n-nodes-base.stickyNote", "position": [ -1344, -1136 ], "parameters": { "color": 6, "width": 324, "height": 512, "content": "# Victor - Controller \ud83d\udc68\u200d\ud83d\udcbc\n\n**Role**: Bank Statement Processing & Transaction Reconciliation\n\n**Responsibilities**:\n- \u2705 Extract transaction details\n- \u2705 Process multiple transactions per statement\n- \u2705 Maintain running balances\n- \u2705 Handle various bank formats\n\n**AI Capabilities**:\n- \ud83e\udde0 Multi-transaction extraction\n- \ud83d\udcca Balance reconciliation\n- \ud83d\udd04 Format standardization" }, "typeVersion": 1 }, { "id": "c3b83adc-d38c-4b18-ae37-a5e801c7b4d5", "name": "\ud83d\udd04 Bank Parser Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 1168, -1136 ], "parameters": { "color": 4, "width": 348, "height": 504, "content": "# \ud83d\udd04 CUSTOM TRANSACTION PARSER\n\n**Purpose**: Parse multiple bank transactions from AI response\n\n**Features**:\n- \ud83e\uddf9 Cleans JSON formatting\n- \ud83d\udcca Handles multiple response formats\n- \ud83d\udd04 Converts to n8n array format\n- \u26a0\ufe0f Comprehensive error handling\n\n**Output**: Individual transaction objects" }, "typeVersion": 1 }, { "id": "173fbf7e-f00e-4ab8-a1b9-a63aacb17648", "name": "\ud83d\udcc8 Financial Analysis Documentation", "type": "n8n-nodes-base.stickyNote", "position": [ -2224, -2480 ], "parameters": { "color": 5, "width": 756, "height": 1104, "content": "# \ud83d\udcc8 FINANCIAL ANALYSIS AGENT SECTION\n\n## \ud83c\udfaf Purpose\nAndrew, the AI CFO, provides intelligent financial analysis and reporting. He can access all three financial spreadsheets and answer complex queries using natural language.\n\n## \ud83d\udd04 Process Flow\n1. **\u25b6\ufe0f Manual Trigger**: Execute when financial analysis is needed\n2. **\ud83e\udd16 AI Agent**: Uses advanced LLM for data analysis\n3. **\ud83d\udcca Data Access**: Connects to all three Google Sheets\n4. **\ud83d\udcac Natural Language**: Processes queries in plain English\n5. **\ud83d\udcc8 Analysis**: Generates insights and reports\n6. **\ud83d\udccb Response**: Formatted results and recommendations\n\n## \ud83d\uddc3\ufe0f Data Access\n- **\ud83d\udcc4 Invoices**: Client billing and payment tracking\n- **\ud83e\uddfe Expenses**: Categorized expense analysis\n- **\ud83c\udfe6 Transactions**: Bank account reconciliation\n\n## \ud83d\udca1 Query Examples\n- \"What are the last 10 bank transactions?\"\n- \"What is the total value of invoices for December 2023?\"\n- \"List all unpaid invoices sorted by amount\"\n- \"What was our highest expense category last month?\"\n- \"Show me transactions over $1000 in the past week\"\n- \"Calculate the average invoice amount by client\"\n- \"Compare Q3 vs Q4 expenses by category\"\n- \"Generate a cash flow summary for the last quarter\"\n\n## \ud83e\udd16 AI Capabilities\n- **\ud83d\udcca Data Analysis**: Complex calculations and aggregations\n- **\ud83d\udcc8 Trend Analysis**: Identify patterns and insights\n- **\ud83d\udccb Report Generation**: Structured financial reports\n- **\ud83d\udcac Natural Language**: No SQL or technical knowledge required\n- **\ud83d\udd0d Data Mining**: Find specific transactions or patterns\n\n## \u2699\ufe0f Configuration Notes\n- Uses GPT-4.1 via OpenRouter for advanced reasoning\n- Connected to all three financial spreadsheets as tools\n- Disabled by default - enable when analysis is needed\n- Maintains data confidentiality and security" }, "typeVersion": 1 }, { "id": "3bca707d-5591-48aa-9d2b-463f3d116b87", "name": "Andrew - CFO", "type": "n8n-nodes-base.stickyNote", "position": [ -1328, -2160 ], "parameters": { "color": 6, "width": 308, "height": 512, "content": "# Andrew - CFO \ud83d\udc68\u200d\ud83d\udcbc\n\n**Role**: Financial Analysis & Strategic Reporting\n\n**Responsibilities**:\n- \u2705 Generate financial insights\n- \u2705 Answer complex queries\n- \u2705 Create executive reports\n- \u2705 Provide strategic recommendations\n\n**AI Capabilities**:\n- \ud83e\udde0 Advanced data analysis\n- \ud83d\udcca Multi-source data synthesis\n- \ud83d\udcac Natural language processing\n- \ud83d\udcc8 Trend identification" }, "typeVersion": 1 }, { "id": "c12b117e-e2f7-4c01-895a-5d30f1b1d973", "name": "\ud83d\udcca Analysis Trigger Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 288, -2160 ], "parameters": { "color": 4, "width": 300, "height": 518, "content": "# \ud83d\udcca ANALYSIS TRIGGER\n\n**Purpose**: Manual trigger for financial analysis queries\n\n**Usage**:\n- \ud83d\udd18 Enable this trigger when analysis is needed\n- \ud83d\udcac Send financial queries to the AI agent\n- \ud83d\udcc8 Get insights from all your financial data\n\n**Note**: Disabled by default for security" }, "typeVersion": 1 }, { "id": "47cd562d-1c49-46c4-94ab-ce6bd0f2a2de", "name": "\ud83d\uddc3\ufe0f Data Tools Instructions", "type": "n8n-nodes-base.stickyNote", "position": [ 624, -2160 ], "parameters": { "color": 4, "width": 302, "height": 520, "content": "# \ud83d\uddc3\ufe0f DATA ACCESS TOOLS\n\n**Purpose**: Connect AI agent to financial spreadsheets\n\n**Tools Available**:\n- \ud83d\udcc4 **Invoices Tool**: Invoice records and billing data\n- \ud83e\uddfe **Expenses Tool**: Categorized expense tracking\n- \ud83c\udfe6 **Transactions Tool**: Bank transaction history\n\n**Features**:\n- \ud83d\udd0d Auto-detect data ranges\n- \ud83d\udcca Full spreadsheet access\n- \ud83d\udd10 Secure authentication\n- \ud83d\udcc8 Real-time data access" }, "typeVersion": 1 }, { "id": "e2d55436-ebd7-48a8-9b99-02c04444afad", "name": "Donna - Accountant", "type": "n8n-nodes-base.stickyNote", "position": [ -1344, -144 ], "parameters": { "color": 6, "width": 324, "height": 608, "content": "# Donna - Accountant \ud83d\udc69\u200d\ud83d\udcbc\n\n**Role**: Expense Processing & Categorization Specialist\n\n**Responsibilities**:\n- \u2705 Extract merchant & transaction details\n- \u2705 Categorize expenses automatically\n- \u2705 Process receipt line items\n- \u2705 Ensure compliance categorization\n\n**AI Capabilities**:\n- \ud83e\udde0 Smart expense categorization\n- \ud83d\udccb Receipt data extraction\n- \ud83c\udff7\ufe0f 17-category classification system" }, "typeVersion": 1 }, { "id": "40503797-869e-46ec-ad59-83f94f78d757", "name": "Sticky Note13", "type": "n8n-nodes-base.stickyNote", "position": [ -1376, 800 ], "parameters": { "color": 7, "width": 2416, "height": 1152, "content": "" }, "typeVersion": 1 }, { "id": "e3db55b4-86fe-44f8-9bf8-3e97f5db942f", "name": "Sticky Note14", "type": "n8n-nodes-base.stickyNote", "position": [ -1376, -176 ], "parameters": { "color": 7, "width": 2544, "height": 688, "content": "" }, "typeVersion": 1 }, { "id": "c3f4650a-f442-417d-b446-af32cb3bfeca", "name": "Sticky Note15", "type": "n8n-nodes-base.stickyNote", "position": [ -1376, -1168 ], "parameters": { "color": 7, "width": 2928, "height": 576, "content": "" }, "typeVersion": 1 }, { "id": "5720a9c7-16ec-412b-80ed-a32c70eeb9f6", "name": "Sticky Note16", "type": "n8n-nodes-base.stickyNote", "position": [ -1376, -2208 ], "parameters": { "color": 7, "width": 2352, "height": 608, "content": "" }, "typeVersion": 1 }, { "id": "423bea12-2767-48d3-844b-26815d45960a", "name": "Sticky Note26", "type": "n8n-nodes-base.stickyNote", "position": [ -3520, 80 ], "parameters": { "color": 7, "width": 848, "height": 848, "content": "![My Image](https://i.postimg.cc/3RCvSmDS/Untitled-design-10.png)" }, "typeVersion": 1 }, { "id": "904576db-3e5a-4b7d-bb64-0f181163ed51", "name": "Sticky Note27", "type": "n8n-nodes-base.stickyNote", "position": [ -1936, -3376 ], "parameters": { "color": 7, "width": 1312, "height": 784, "content": "![My Image](https://i.postimg.cc/k4nQdT9X/replicate-prediction-w27bjb3hxxrm80csj5t8211288.jpg)" }, "typeVersion": 1 }, { "id": "4b28450e-ede0-4ac3-8120-19c5dea201ab", "name": "Sticky Note8", "type": "n8n-nodes-base.stickyNote", "position": [ -1552, -3504 ], "parameters": { "width": 544, "height": 80, "content": "# Virtual Accounting Department" }, "typeVersion": 1 } ], "connections": { "Code": { "main": [ [ { "node": "Google Sheets1", "type": "main", "index": 0 } ] ] }, "Merge": { "main": [ [ { "node": "Update File Name", "type": "main", "index": 0 } ] ] }, "AI Agent": { "main": [ [ { "node": "Edit Fields2", "type": "main", "index": 0 } ] ] }, "Expenses": { "ai_tool": [ [ { "node": "AI Agent", "type": "ai_tool", "index": 0 } ] ] }, "Invoices": { "ai_tool": [ [ { "node": "AI Agent", "type": "ai_tool", "index": 0 } ] ] }, "Split Out": { "main": [ [ { "node": "Table ERP", "type": "main", "index": 0 } ] ] }, "Table ERP": { "main": [ [ { "node": "Merge", "type": "main", "index": 1 } ] ] }, "Split Out1": { "main": [ [ { "node": "Basic LLM Chain", "type": "main", "index": 0 } ] ] }, "Parsed Data": { "main": [ [ { "node": "Split Out", "type": "main", "index": 0 } ] ] }, "Google Drive": { "main": [ [ { "node": "Upload PDF to Google Gemini1", "type": "main", "index": 0 } ] ] }, "Parsed Data1": { "main": [ [ { "node": "Split Out1", "type": "main", "index": 0 } ] ] }, "Save Invoice": { "main": [ [ { "node": "Merge", "type": "main", "index": 0 } ] ] }, "Transactions": { "ai_tool": [ [ { "node": "AI Agent", "type": "ai_tool", "index": 0 } ] ] }, "Google Drive1": { "main": [ [ { "node": "Upload PDF to Google Gemini2", "type": "main", "index": 0 } ] ] }, "Google Sheets": { "main": [ [ { "node": "Edit Fields1", "type": "main", "index": 0 } ] ] }, "Google Sheets1": { "main": [ [ { "node": "Edit Fields", "type": "main", "index": 0 } ] ] }, "Basic LLM Chain": { "main": [ [ { "node": "Google Sheets", "type": "main", "index": 0 } ] ] }, "Update File Name": { "main": [ [ { "node": "Confirmation", "type": "main", "index": 0 } ] ] }, "Google Drive Trigger": { "main": [ [ { "node": "Google Drive", "type": "main", "index": 0 } ] ] }, "Google Drive Trigger1": { "main": [ [ { "node": "Google Drive1", "type": "main", "index": 0 } ] ] }, "OpenRouter Chat Model": { "ai_languageModel": [ [ { "node": "Basic LLM Chain", "type": "ai_languageModel", "index": 0 } ] ] }, "OpenRouter Chat Model1": { "ai_languageModel": [ [ { "node": "AI Agent", "type": "ai_languageModel", "index": 0 } ] ] }, "Structured Output Parser": { "ai_outputParser": [ [ { "node": "Basic LLM Chain", "type": "ai_outputParser", "index": 0 } ] ] }, "When chat message received": { "main": [ [ { "node": "Upload PDF to Google Gemini", "type": "main", "index": 0 }, { "node": "Save Invoice", "type": "main", "index": 0 } ] ] }, "Upload PDF to Google Gemini": { "main": [ [ { "node": "Download Data from Google Gemini", "type": "main", "index": 0 } ] ] }, "Upload PDF to Google Gemini1": { "main": [ [ { "node": "Download Data from Google Gemini1", "type": "main", "index": 0 } ] ] }, "Upload PDF to Google Gemini2": { "main": [ [ { "node": "Download Data from Google Gemini2", "type": "main", "index": 0 } ] ] }, "Download Data from Google Gemini": { "main": [ [ { "node": "Parsed Data", "type": "main", "index": 0 } ], [ { "node": "Upload PDF to Google Gemini", "type": "main", "index": 0 } ] ] }, "Download Data from Google Gemini1": { "main": [ [ { "node": "Parsed Data1", "type": "main", "index": 0 } ], [ { "node": "Upload PDF to Google Gemini1", "type": "main", "index": 0 } ] ] }, "Download Data from Google Gemini2": { "main": [ [ { "node": "Code", "type": "main", "index": 0 } ], [ { "node": "Upload PDF to Google Gemini2", "type": "main", "index": 0 } ] ] }, "When Executed by Another Workflow": { "main": [ [ { "node": "AI Agent", "type": "main", "index": 0 } ] ] } } }