Build a financial documents assistant using Qdrant and Mistral.ai

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This n8n workflow demonstrates how to manage your Qdrant vector store when there is a need to keep it in sync with local files. It covers creating, updating and deleting vector store records ensuri...

Best for

Document Extraction automation workflows
AI RAG automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.localfiletrigger, n8n-nodes-base.manualtrigger, n8n-nodes-base.set, n8n-nodes-base.stickynote, n8n-nodes-base.readwritefile, @n8n/n8n-nodes-langchain.embeddingsmistralcloud, @n8n/n8n-nodes-langchain.documentdefaultdataloader, @n8n/n8n-nodes-langchain.textsplitterrecursivecharactertextsplitter

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Jimleuk.

Original n8n.io source

1.1 Workflow description

Title: Build a financial documents assistant using Qdrant and Mistral.ai
Workflow name: Build a financial documents assistant using Qdrant and Mistral.ai

Disclaimer

This workflow depends on local files accessed through the local filesystem and so will only work on a self-hosted version of n8n at this time. It is possible to amend this workflow to work on n8n cloud by replacing the local file trigger and read file nodes.

How it works

A local directory where bank statements are downloaded to is monitored via a local file trigger. The trigger watches for the file create, file changed and file deleted events.
When a file is created, its contents are uploaded to the vector store.
When a file is updated, its previous records are replaced.
When the file is deleted, the corresponding records are also removed from the vector store.
A simple Question and Answer Chatbot is setup to answer any questions about the bank statements in the system.

Requirements

A self-hosted version of n8n. Some of the nodes used in this workflow only work with the local filesystem.
Qdrant instance to store the records.

Customising the workflow

This workflow can also work with remote data. Try integrating accounting or CRM software to build a managed system for payroll, invoices and more.

Want to go fully local?

A version of this workflow is available which uses Ollama instead. You can download this template here: https://drive.google.com/file/d/189F1fNOiw6naNSlSwnyLVEm_Ho_IFfdM/view?usp=sharing

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Local File Trigger

Type / Role: n8n-nodes-base.localFileTrigger - localFileTrigger
Config choices: Version 1

Block 2 - When clicking "Test workflow"

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 3 - Set Variables

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.3

Block 4 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Read File

Type / Role: n8n-nodes-base.readWriteFile - readWriteFile
Config choices: Version 1

Block 7 - Embeddings Mistral Cloud

Type / Role: @n8n/n8n-nodes-langchain.embeddingsMistralCloud - embeddingsMistralCloud
Config choices: Version 1

Block 8 - Default Data Loader

Type / Role: @n8n/n8n-nodes-langchain.documentDefaultDataLoader - documentDefaultDataLoader
Config choices: Version 1

Block 9 - Recursive Character Text Splitter

Type / Role: @n8n/n8n-nodes-langchain.textSplitterRecursiveCharacterTextSplitter - textSplitterRecursiveCharacterTextSplitter
Config choices: Version 1

Block 10 - Prepare Embedding Document

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.3

Block 11 - Chat Trigger

Type / Role: @n8n/n8n-nodes-langchain.chatTrigger - chatTrigger
Config choices: Version 1

Block 12 - Question and Answer Chain

Type / Role: @n8n/n8n-nodes-langchain.chainRetrievalQa - chainRetrievalQa
Config choices: Version 1.3

Block 13 - Mistral Cloud Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatMistralCloud - lmChatMistralCloud
Config choices: Version 1

Block 14 - Vector Store Retriever

Type / Role: @n8n/n8n-nodes-langchain.retrieverVectorStore - retrieverVectorStore
Config choices: Version 1

Block 15 - Embeddings Mistral Cloud1

Type / Role: @n8n/n8n-nodes-langchain.embeddingsMistralCloud - embeddingsMistralCloud
Config choices: Version 1

Block 16 - Remap for File_Added Flow

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.3

Block 17 - Search For Existing Point

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 18 - Has Existing Point?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 19 - Delete Existing Point

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 20 - Search For Existing Point1

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 21 - Has Existing Point?1

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 22 - Delete Existing Point1

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 23 - Handle File Event

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3

Block 24 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Showing the first 24 of 29 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Build a financial documents assistant using Qdrant and Mistral.ai
Complexity	advanced
Nodes	29
Categories	Document Extraction, AI RAG
Author	Jimleuk
Published	10 Jul 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2335/2335.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows AI RAG workflows

Frequently asked questions

What does Build a financial documents assistant using Qdrant and Mistral.ai do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction, AI RAG use case.

Jimleuk

100 workflows

Nodes

n8n-nodes-base.localfiletrigger n8n-nodes-base.manualtrigger n8n-nodes-base.set n8n-nodes-base.stickynote n8n-nodes-base.readwritefile @n8n/n8n-nodes-langchain.embeddingsmistralcloud @n8n/n8n-nodes-langchain.documentdefaultdataloader @n8n/n8n-nodes-langchain.textsplitterrecursivecharactertextsplitter

Complexity

advanced

Published 10 Jul 2024

Likes 0

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Install path: /data/workflows/2335/2335.json

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Build a financial documents assistant using Qdrant and Mistral.ai

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Disclaimer

How it works

Requirements

Customising the workflow

Want to go fully local?

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Local File Trigger

Block 2 - When clicking "Test workflow"

Block 3 - Set Variables

Block 4 - Sticky Note

Block 5 - Sticky Note4

Block 6 - Read File

Block 7 - Embeddings Mistral Cloud

Block 8 - Default Data Loader

Block 9 - Recursive Character Text Splitter

Block 10 - Prepare Embedding Document

Block 11 - Chat Trigger

Block 12 - Question and Answer Chain

Block 13 - Mistral Cloud Chat Model

Block 14 - Vector Store Retriever

Block 15 - Embeddings Mistral Cloud1

Block 16 - Remap for File_Added Flow

Block 17 - Search For Existing Point

Block 18 - Has Existing Point?

Block 19 - Delete Existing Point

Block 20 - Search For Existing Point1

Block 21 - Has Existing Point?1

Block 22 - Delete Existing Point1

Block 23 - Handle File Event

Block 24 - Sticky Note1

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions