Anoop
Workflows by Anoop
Send scheduled financial digests to Telegram from Notion with multi-schedule alerts
### Who’s it for Solo founders and spreadsheet gremlins who track everything in **Notion** and want crisp **Telegram** pings without opening a single page. ### What it does This workflow runs on **daily**, **weekly**, and **monthly** schedules, queries multiple Notion databases, summarizes key numbers, formats human‑readable messages, and sends them to Telegram. **Out of the box it sends:** - **Daily**: *Total Expenses Today* (sum of `Debit` in **Financial Transaction** since start of day). - **Weekly**: *Total Expenses This Week*, *Monthly Budget Left/Spent* per budget item, *Financial Obligations due* (from **Scheduler**). - **Month End (28th by default)**: *Total Expenses This Month*, *Total Income This Month*, *Funds status*. - **Month Start**: *Liquidity snapshot* — balances for **Liquid** and **Semi Liquid** assets (from **Assets and Liabilities**). Messages are built via **Code** nodes (simple JS) and delivered to Telegram. --- ## How it works (nodes & flow) - **Schedule Triggers**: Daily, Weekly, Monthly (start & end). - **Notion queries** (selected DBs): - **Financial Transaction**: filters on `Created time`, `Type` = `Debit`/`Invoice`. - **Budget**: `Currently Applicable = true`, `Payment Schedule Type = Monthly`, formula: `Monthly Budget Left`. - **Income**: month-to-date `Created time` filter. - **Funds**: reads `Amount Left`, `Amount Spent`, `Amount Needed`. - **Scheduler**: `Next Date` on or before now, `Type = Financial`, `Repeat Type != off`. - **Assets and Liabilities**: `Liquidity` = `Liquid` or `Semi Liquid`. - **Summarize nodes**: sum `property_cost` / `property_balance` fields. - **Set/Code nodes**: reshape Notion properties (e.g., `property_next_date.start` → `next-date`) and format text blocks like: - `Total Expenses Today - Rs X` - `Monthly Budget Left - <list>` - `Invoices still to pay - <list>` - `Funds Info - spent/needed` - `Liquidity Balance - <list>` - **Telegram**: sends the composed message to `chatId`. > Tip: If your Notion property names differ, adjust the `filters` and `Set` node mappings accordingly. --- ## Requirements - n8n (Cloud or self‑hosted) - Notion workspace with **[Personal Finance System Notion template](https://www.notion.so/templates/personal-finance-system)** cloned into your workspace. - Telegram account (for bot + chat) --- ## Setup (quick) 1. **Telegram** - Create a bot via **@BotFather** → get **Bot Token**. - Get your **Chat ID** (n8n Telegram Trigger “Run once”, then message your bot, copy `chat.id`). - In the Telegram **Send** node, set `chatId` (or use an env var/secret). 2. **Notion** - Create an **Internal Integration**, copy the token, and **share** each DB with the integration. - In the Notion nodes, select your **Notion credential** and map the DB IDs (already present in the JSON). 3. **n8n Credentials** - **Notion API** credential: paste the integration token. - **Telegram API** credential: paste Bot Token and set `chatId` in the node or via expression. 4. **Time windows** - Daily: `on_or_after: $now.startOf('day')` - Weekly: `on_or_after: $now.startOf('week')` - Monthly: `on_or_after: $now.startOf('month')` - Monthly end trigger runs on day `28` by default — change in the **Schedule** node. --- ## Customization - Change the **date ranges**, add **currency symbol**, or swap **summaries** for **tables**. - Add more **filters** (labels, categories) to the Notion nodes. - Replace Telegram with Slack/Email by swapping the final node. - To avoid “expects dateTime but got object”, convert `$now` to string: `{{$now.toISO()}}` or parse Notion dates with `DateTime.fromISO(...)` as needed. --- ## Example messages ``` Total Expenses Today - Rs 1,840 Monthly Budget Left - 3 1) Groceries: Rs 4,500 2) Dining Out: Rs 1,200 3) Utilities: Rs 800 Invoices still to pay - 2 1) Figma Pro: Rs 3,000 2) AWS: Rs 2,450 ``` --- ## Why this is useful - Keeps your **spend & cash** visibility tight without opening Notion. - Turns your financial system into **low‑effort telemetry** — you just look at Telegram. --- ### Credentials you’ll likely name in n8n - **Notion**: `Notion account` - **Telegram**: `Accountant AI` > Works great with the “Personal Finance System” style schemas. Adjust property keys (`property_*`) if your Notion columns differ.
Automate financial transaction tracking with Gmail, GPT, Notion & Telegram alerts
## 📩 Automatically Log Transactions from Gmail into Notion and Get Telegram Alerts ### Who’s it for This workflow is for individuals or entrepreneurs who receive **bank alerts, invoices, and payment emails** in Gmail and want them to be **automatically organized in Notion** — while also receiving quick **Telegram notifications** for each transaction. If you manage personal or business finances and find it tedious to manually record every debit, credit, or invoice — this automation does it all for you. --- ### How it works The workflow acts as an **AI-powered Accountant Agent** that reads incoming Gmail messages and decides whether each email represents a **Debit Transaction, Credit Transaction, Debit Invoice, or Credit Invoice**. - The **Gmail Trigger** watches your selected inboxes (like `[email protected]`, `support@bayesian-labs`, `anoop.karnik@bayesian-labs`). - The **Classifier (GPT-5-nano)** determines the correct transaction type. - The appropriate **Agent (GPT-5)** then extracts amount, currency, and description details. - The Agent uses Notion API tools to log structured data into your **Personal Finance System** Notion template (Financial Transactions & Income databases). - Finally, a **Telegram notification** is sent summarizing the entry (From, To, Subject, Snippet). In short: every time your bank emails you — Notion gets updated, and you get notified. --- ### How to set up 1. **Duplicate the [Personal Finance System Notion template](https://www.notion.so/templates/personal-finance-system)** into your workspace. 2. Create a **Telegram Bot** with BotFather → copy the bot token and your chat ID. 3. Generate an **OpenRouter API key** for GPT-5 / GPT-5-nano. 4. Create a **Notion Integration Token** and connect it to your duplicated finance databases. 5. Add your **Gmail accounts** (`forwarding@`, `support@`, and/or personal Gmail) under **Gmail OAuth2 credentials** in n8n. 6. Import the workflow JSON into n8n → fill in the credential names as listed below: - `n8n_cloud_regular_usage` → OpenRouter - `Notion account` → Notion API - `Accountant AI` → Telegram Bot - Gmail OAuth2 for each inbox trigger Once active, n8n polls Gmail every minute, classifies emails, updates Notion, and sends Telegram updates. --- ### Requirements - n8n instance (self-hosted or cloud) - Gmail accounts connected via OAuth2 - OpenRouter API key - Telegram bot token & chat ID - Notion integration token - Your duplicated **Personal Finance System Notion template** --- ### How to customize the workflow You can extend this workflow to: - Track **credit card statements**, **subscriptions**, or **payroll notifications**. - Add **Slack or WhatsApp** alerts alongside Telegram. - Include **live FX rates** for USD→INR conversion using an API node. - Connect **Google Sheets** as a backup ledger or export target. - Add **error-handling branches** to mark Gmail messages as processed or label them “Logged to Notion”.
Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude AI
## Query personal finance data in Notion via Telegram and WhatsApp ### Who’s it for This workflow is for individuals who track their finances in Notion and want quick answers via chat. Entrepreneurs, freelancers, and professionals can use it to check expenses, income, or budgets instantly without opening Notion. ### How it works The workflow acts as an **Accountant Agent** powered by Claude AI through OpenRouter. When you send a query like *“Total expenses for August 2025”* through Telegram or WhatsApp, the agent identifies the right Notion database, applies filters, and retrieves the requested data. It then replies with a summarized result directly to your phone. ### How to set up 1. **Clone the [Personal Finance System Notion template](https://www.notion.so/templates/personal-finance-system)** into your workspace. 2. Create a Telegram bot with BotFather and collect the bot token and chat ID. 3. Get an API key from OpenRouter. 4. Create a Notion integration token and connect it with your duplicated finance template. 5. Set up WhatsApp Business credentials via Meta (WABA ID, Phone Number ID, and permanent access token). ### Requirements - n8n instance (self-hosted or cloud) - Accounts on Telegram, OpenRouter, Notion, and WhatsApp Business - Your duplicated **Personal Finance System Notion template** ### How to customize the workflow You can extend the workflow to handle assets, liabilities, or budgets. Add more Notion databases, adjust query filters, or configure WhatsApp templates for automated financial updates.