Roshan Ramani This workflow corresponds to n8n.io template #4136 — we link there as the canonical source.
This workflow follows the Agent → OpenRouter Chat recipe pattern — see all workflows that pair these two integrations.
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 →
{
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"meta": {
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},
"name": "Track___Analyze_Personal_Finances_with_WhatsApp_AI_Assistant_version_2.json",
"tags": [],
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
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},
{
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},
{
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},
{
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{
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{
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],
"active": true,
"settings": {
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},
"versionId": "e4a85103-baa6-4c56-a921-59ea3c322f7a",
"connections": {
"Postgres2": {
"ai_tool": [
[
{
"node": "Execute Daily Report Query",
"type": "ai_tool",
"index": 0
}
]
]
},
"Calculator": {
"ai_tool": [
[
{
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"type": "ai_tool",
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}
]
]
},
"Calculator1": {
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{
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"type": "ai_tool",
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}
]
]
},
"Date and time": {
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[
{
"node": "Parse & Validate Transaction",
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}
]
]
},
"Date and time1": {
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{
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]
},
"Date and time2": {
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[
{
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}
]
]
},
"Date and time3": {
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[
{
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}
]
]
},
"Date and time4": {
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[
{
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}
]
]
},
"Date and time5": {
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{
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]
]
},
"Convert to File": {
"main": [
[
{
"node": "Build Custom Financial Summary",
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}
]
]
},
"Route by Intent": {
"main": [
[
{
"node": "Build Custom Report Query",
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"index": 0
}
],
[
{
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"index": 0
}
],
[
{
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}
]
]
},
"Daily 8AM Trigger": {
"main": [
[
{
"node": "Build Daily Report Query",
"type": "main",
"index": 0
}
]
]
},
"simple conversation ": {
"main": [
[
{
"node": "Normal Conversation ",
"type": "main",
"index": 0
}
]
]
},
"OpenRouter Chat Model": {
"ai_languageModel": [
[
{
"node": "Message Intent Classifier",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenRouter Chat Model1": {
"ai_languageModel": [
[
{
"node": "Build Custom Report Query",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenRouter Chat Model2": {
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[
{
"node": "Parse & Validate Transaction",
"type": "ai_languageModel",
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}
]
]
},
"OpenRouter Chat Model3": {
"ai_languageModel": [
[
{
"node": "Build Custom Financial Summary",
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"index": 0
}
]
]
},
"OpenRouter Chat Model4": {
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[
{
"node": "Build Daily Report Query",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenRouter Chat Model5": {
"ai_languageModel": [
[
{
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"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenRouter Chat Model6": {
"ai_languageModel": [
[
{
"node": "Build Daily Financial Summary",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenRouter Chat Model7": {
"ai_languageModel": [
[
{
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"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenRouter Chat Model8": {
"ai_languageModel": [
[
{
"node": "Build Confirmation Message",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Format Transaction JSON": {
"main": [
[
{
"node": "Validate Transaction Fields",
"type": "main",
"index": 0
}
]
]
},
"Split Transaction Lines": {
"main": [
[
{
"node": "Format Transaction JSON",
"type": "main",
"index": 0
}
]
]
},
"Build Daily Report Query": {
"main": [
[
{
"node": "Transform Custom Query for Postgres1",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser": {
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[
{
"node": "Parse & Validate Transaction",
"type": "ai_outputParser",
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}
]
]
},
"Build Custom Report Query": {
"main": [
[
{
"node": "Transform Custom Query for Postgres",
"type": "main",
"index": 0
}
]
]
},
"Incoming WhatsApp Trigger": {
"main": [
[
{
"node": "Message Intent Classifier",
"type": "main",
"index": 0
}
]
]
},
"Message Intent Classifier": {
"main": [
[
{
"node": "Route by Intent",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser2": {
"ai_outputParser": [
[
{
"node": "Execute Daily Report Query",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Build Confirmation Message": {
"main": [
[
{
"node": "Send Financial Response",
"type": "main",
"index": 0
}
]
]
},
"Execute Daily Report Query": {
"main": [
[
{
"node": "Build Daily Financial Summary",
"type": "main",
"index": 0
}
]
]
},
"Insert Transaction into DB": {
"main": [
[
{
"node": "Build Confirmation Message",
"type": "main",
"index": 0
}
]
]
},
"Execute Custom Report Query": {
"main": [
[
{
"node": "Format Custom Query Results",
"type": "main",
"index": 0
}
]
]
},
"Format Custom Query Results": {
"main": [
[
{
"node": "Convert to File",
"type": "main",
"index": 0
}
]
]
},
"Validate Transaction Fields": {
"main": [
[
{
"node": "Insert Transaction into DB",
"type": "main",
"index": 0
}
]
]
},
"Parse & Validate Transaction": {
"main": [
[
{
"node": "Split Transaction Lines",
"type": "main",
"index": 0
}
]
]
},
"Build Daily Financial Summary": {
"main": [
[
{
"node": "Send Daily Report",
"type": "main",
"index": 0
}
]
]
},
"Build Custom Financial Summary": {
"main": [
[
{
"node": "Send Custom Report",
"type": "main",
"index": 0
}
]
]
},
"Transform Custom Query for Postgres": {
"main": [
[
{
"node": "Execute Custom Report Query",
"type": "main",
"index": 0
}
]
]
},
"Transform Custom Query for Postgres1": {
"main": [
[
{
"node": "Execute Daily Report Query",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
Transform your WhatsApp into a powerful personal finance command center. This AI-powered workflow converts natural language messages into structured financial data, automates record-keeping, and delivers instant insights—all within your favorite messaging app.
Source: https://n8n.io/workflows/4136/ — original creator credit. Request a take-down →
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This workflow automates end-to-end carbon emissions monitoring, strategy optimisation, and ESG reporting using a multi-agent AI supervisor architecture in n8n. Designed for sustainability managers, ES
Agent, OpenAI Chat, Output Parser Structured +10
This workflow automates end-to-end carbon emissions monitoring, strategy optimisation, and ESG reporting using a multi-agent AI supervisor architecture in n8n. Designed for sustainability managers, ES
Agent, OpenAI Chat, Output Parser Structured +10
This workflow automates end-to-end carbon emissions monitoring, strategy optimisation, and ESG reporting using a multi-agent AI supervisor architecture in n8n. Designed for sustainability managers, ES
Agent, OpenAI Chat, Output Parser Structured +10
This n8n template builds a WhatsApp support copilot that answers **order status and product availability** from Shopify using LLM "agents," then replies to the customer in WhatsApp or routes to human
WhatsApp Trigger, Memory Buffer Window, OpenRouter Chat +7