AI Finance Chatbot with OpenAI

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "name": "Financeiro",
  "nodes": [
    {
      "parameters": {
        "workflowInputs": {
          "values": [
            {
              "name": "Mensagem"
            },
            {
              "name": "ChatID"
            }
          ]
        }
      },
      "id": "c055762a-8fe7-4141-a639-df2372f30060",
      "typeVersion": 1.1,
      "name": "When Executed by Another Workflow",
      "type": "n8n-nodes-base.executeWorkflowTrigger",
      "position": [
        272,
        352
      ]
    },
    {
      "parameters": {
        "promptType": "define",
        "text": "=",
        "options": {
          "systemMessage": "=# Identidade\nVoc\u00ea \u00e9 a Bia, Analista Financeira da Hashtag Capital.\nSeu tom \u00e9: Emp\u00e1tico, Colaborativo e Atencioso. Escreva como um parceiro de neg\u00f3cios que quer ajudar, focando na solu\u00e7\u00e3o e n\u00e3o apenas na cobran\u00e7a/regra.\n\n# Contexto Temporal\nA data e hora exata de hoje \u00e9: {{ $now }}.\nUse para verificar vencimentos de boletos.\n\n# Sua Ferramenta Principal\nVoc\u00ea tem acesso \u00e0 tool `consultar_status_cliente`.\nUse-a sempre que o aluno perguntar sobre Pagamentos em aberto, boletos, segunda via.\n\n# Instru\u00e7\u00f5es de Opera\u00e7\u00e3o\n1. Coleta de dados. Pe\u00e7a o nome e e-mail do cliente para confer\u00eancia\n2. Consulta: Chame a tool enviando o E-mail do cliente.\n3. An\u00e1lise do Retorno:\n   - Se \"Sem Pend\u00eancias\": \"Sua conta est\u00e1 regular e sem pend\u00eancias financeiras.\"\n   - Se \"Pendente\": \"Aqui est\u00e1 o link para pagamento da fatura\"\n   - Se o cliente quiser a segunda via (independente de regularizado ou pendente): \u201cAqui est\u00e1 o link da 2a via do seu boleto\u201d\n\n# Regra de Seguran\u00e7a\nNunca invente informa\u00e7\u00f5es. Baseie-se estritamente no retorno da ferramenta.\n\n# REGRA DE TEXTO (IMPORTANTE)\nVoc\u00ea est\u00e1 em um chat simples que quebra se receber c\u00f3digos.\n1. Escreva como se fosse um bloco de notas simples.\n2. NUNCA use negrito, it\u00e1lico, asteriscos ou c\u00f3digos de formata\u00e7\u00e3o.\n\n\n# Regra de sa\u00edda\nSe o assunto for SUPORTE T\u00c9CNICO (App/D\u00favidas) ou CS (Investir/Agendar), responda apenas:\n##RESET##\n"
        }
      },
      "type": "@n8n/n8n-nodes-langchain.agent",
      "typeVersion": 3,
      "position": [
        480,
        352
      ],
      "id": "9f21b9d5-d0d9-48e9-a7b4-112490666cc2",
      "name": "AI Agent"
    },
    {
      "parameters": {
        "sessionIdType": "customKey",
        "sessionKey": "={{ $json.ChatID }}",
        "contextWindowLength": 30
      },
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "typeVersion": 1.3,
      "position": [
        576,
        624
      ],
      "id": "acabb540-b76b-477c-b20b-5a8f56b6a7fb",
      "name": "Simple Memory"
    },
    {
      "parameters": {
        "documentId": {
          "__rl": true,
          "value": "1emBcwKoIDiT9nTEfEPfcOBSZJrzLlyw0Pcm30W6Kf6U",
          "mode": "list",
          "cachedResultName": "TESTE",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1emBcwKoIDiT9nTEfEPfcOBSZJrzLlyw0Pcm30W6Kf6U/edit?usp=drivesdk"
        },
        "sheetName": {
          "__rl": true,
          "value": 1414155178,
          "mode": "list",
          "cachedResultName": "Financeiro",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1emBcwKoIDiT9nTEfEPfcOBSZJrzLlyw0Pcm30W6Kf6U/edit#gid=1414155178"
        },
        "filtersUI": {
          "values": [
            {
              "lookupColumn": "E-mail Cliente",
              "lookupValue": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('values0_Value', `Use o e-mail que o cliente forneceu para confer\u00eancia de dados`, 'string') }}"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.googleSheetsTool",
      "typeVersion": 4.7,
      "position": [
        864,
        624
      ],
      "id": "2d4353a3-e789-4cd3-96f7-d9627526f6ee",
      "name": "Get row(s) in sheet in Google Sheets",
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "model": {
          "__rl": true,
          "value": "gpt-3.5-turbo",
          "mode": "list",
          "cachedResultName": "gpt-3.5-turbo"
        },
        "builtInTools": {},
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "typeVersion": 1.3,
      "position": [
        352,
        560
      ],
      "id": "1bdd2501-001d-4647-b13d-a6a080273345",
      "name": "OpenAI Chat Model",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "content": "AGENTE FINANCEIRO",
        "height": 608,
        "width": 864,
        "color": 5
      },
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        192,
        240
      ],
      "typeVersion": 1,
      "id": "371ebcf0-0695-4f4a-8079-e57de3b47fb6",
      "name": "Sticky Note"
    }
  ],
  "connections": {
    "When Executed by Another Workflow": {
      "main": [
        [
          {
            "node": "AI Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Simple Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Get row(s) in sheet in Google Sheets": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "8cd02ae2-7239-4aae-bf27-2c853cbb42c1",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "id": "ldae735ArP01bg9v",
  "tags": []
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• evolutionApi
• openAiApi
• postgres

How this works

This workflow delivers personalised financial advice through an interactive chat interface, helping users manage budgets, track expenses, and generate reports effortlessly. It's ideal for small business owners or individuals seeking quick insights without complex software, leveraging OpenAI's chat model for natural conversations and PostgreSQL for storing chat history to maintain context across sessions. The key step involves an AI agent processing user queries, pulling data via a balance report tool, and responding with tailored recommendations.

Use this when you need on-demand financial guidance integrated into a messaging app, such as querying daily balances or forecasting cash flow during routine check-ins. Avoid it for high-volume enterprise needs or real-time trading analysis, where dedicated platforms like QuickBooks offer more robust features. Common variations include adding email notifications for report summaries or integrating with Google Sheets for live data syncing.

About this workflow

financeiro. Uses agent, lmChatOpenAi, memoryPostgresChat, chatTrigger. Chat trigger; 25 nodes.

Source: https://github.com/senaiapy/IA/blob/dee2e863a92473b40c171ee414b750d4a652f9ce/Templates/N8N/financeiro.json — original creator credit. Request a take-down →

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