Financial data Q&A chatbot with Google Finance, SerpAPI, and OpenAI

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Important notice

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

1. Workflow Overview

Replace with your actual SerpApi key. 2️⃣ Set Up OpenAI Connection 1. Go to OpenAI Platform 2. Navigate to Billing and ensure your account has credits/fundin...

Best for

AI Chatbot automation workflows
Multimodal AI automation workflows
intermediate n8n builders looking for reusable templates

Tools used

@n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.memorybufferwindow, n8n-nodes-base.set, n8n-nodes-base.stickynote, n8n-nodes-base.httprequest, @n8n/n8n-nodes-langchain.agent

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Financial data Q&A chatbot with Google Finance, SerpAPI, and OpenAI
Workflow name: Financial data Q&A chatbot with Google Finance, SerpAPI, and OpenAI

Replace YOUR_API_KEY with your actual SerpApi key.

2️⃣ Set Up OpenAI Connection

Go to OpenAI Platform
Navigate to Billing and ensure your account has credits/funding
Copy your API Key into the OpenAI credentials in n8n

🧠 Workflow Breakdown

Chat Trigger → User enters a financial question (e.g., “What’s the current price of Tesla?”).
HTTP Request (SerpApi Finance Search) → Fetches the latest market data for the requested ticker or index.
OpenAI Node → Takes both the raw financial data and the user’s query, then formulates a natural language response.
Output → Returns a clear, conversational answer that can be displayed in chat, Slack, or another integration.

🎛️ Customization Guidance

Multiple Tickers: Update the workflow to query multiple tickers (e.g., TSLA, AAPL, AMZN) and return a combined report.
Scheduling: Add a Schedule Trigger to run this workflow every morning and send a market recap.
Delivery Channels: Use Slack, Email, or Google Sheets nodes to distribute reports automatically.
Extended Data: Adjust the SerpApi query to include more than prices — e.g., company info, market news, or related tickers.
Custom Prompts: Change the OpenAI system prompt to make the chatbot more formal (for reporting) or casual (for quick insights).

💬 Example Questions & Responses

Question: “What’s the current price of the S&P 500?”
Expected Response:
“The S&P 500 (^GSPC) is currently trading at 4,725.13, down 0.8% today.”

Question: “Summarize the performance of Tesla and Apple today.”
Expected Response:

Tesla (TSLA): $238.45, up 1.5%
Apple (AAPL): $192.11, down 0.3%

Question: “Give me a quick market recap.”
Expected Response:
“Markets are mixed today — the S&P 500 is slightly down, while tech stocks like Tesla are showing gains. Apple dipped slightly after earnings news.”

📬 Contact

Need help customizing this workflow (e.g., multiple tickers, daily summaries, or integrating into dashboards)?

📧 [email protected]
🔗 Robert Breen
🌐 ynteractive.com

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 - OpenAI Chat Model5

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 2 - Simple Memory1

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

Block 3 - Turn Objects to Text1

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 4 - Sticky Note60

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

Block 5 - Sticky Note17

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

Block 6 - SerpAPI Finance Search1

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

Block 7 - Chat with Google Finance

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2.2

Block 8 - Sticky Note31

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

Block 9 - Sticky Note32

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

3. Summary Table

Workflow	Financial data Q&A chatbot with Google Finance, SerpAPI, and OpenAI
Complexity	intermediate
Nodes	9
Categories	AI Chatbot, Multimodal AI
Author	Robert Breen
Published	22 Aug 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/7743/7743.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 AI Chatbot workflows Multimodal AI workflows

Frequently asked questions

What does Financial data Q&A chatbot with Google Finance, SerpAPI, and OpenAI do?

Replace with your actual SerpApi key. 2️⃣ Set Up OpenAI Connection 1. Go to OpenAI Platform 2. Navigate to Billing and ensure your account has credits/fundin...

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 AI Chatbot, Multimodal AI use case.

Robert Breen

90 workflows

Nodes

@n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.memorybufferwindow n8n-nodes-base.set n8n-nodes-base.stickynote n8n-nodes-base.httprequest @n8n/n8n-nodes-langchain.agent

Complexity

intermediate

Published 22 Aug 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/7743/7743.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Re-engage missed property viewings with Google Calendar, Gemini, Gmail, and WhatsApp

## Quick overview When a buyer misses a scheduled viewing, this workflow automatically sends an AI-personalized follow-up by email and WhatsApp using Google Gemini, then logs the outcome to Google Sheets, recovering leads that would otherwise go cold. ## How it works 1. Triggers every 15 minutes when a Google Calendar event is updated in the selected viewings calendar. 2. Checks the event title/summary and continues only if it contains the tag “no-show”. 3. Extracts the lead’s name, email, phone, property address, and scheduled viewing time from the calendar event details. 4. Sends the lead and viewing context to Google Gemini to generate an email message and a WhatsApp message in JSON format. 5. Parses and cleans the AI output into safe HTML for email and a trimmed plain-text WhatsApp message. 6. Sends the re-engagement email via Gmail and appends the follow-up outcome to a Google Sheets log. 7. If a phone number is available, sends the WhatsApp message and updates a Google Sheets status field to record that WhatsApp was sent. ## Setup 1. Connect credentials for Google Calendar, Gmail, Google Sheets, and a Google Gemini (PaLM) API key. 2. Select the correct Google Calendar (viewings calendar) and ensure missed appointments are consistently tagged with “no-show” in the event summary. 3. Create or choose a Google Sheets document and sheet, then fill in the document ID/URL, sheet name, and the columns expected by the append/update logging steps. 4. Configure WhatsApp credentials in n8n (or disable the WhatsApp branch) and ensure lead phone numbers are stored in the calendar event description in the expected format (e.g., Name: ... | Email: ... | Phone: ... |). ## Requirements - Before running this workflow, create a Google Sheet with these exact column headers: Record ID | Lead Name | Email | Phone | Property Address | Original Viewing Time | Email Sent | WhatsApp Sent | Email Message Text | WhatsApp Message Text | Timestamp ## Customization - Edit the AI prompt in "Draft Re-Engagement Messages" to change tone or language - Add SMS or other channels by duplicating the WhatsApp branch pattern - Adjust the "no-show" tag keyword if your calendar uses different terminology ## Additional info WhatsApp is optional. If you don't have WhatsApp Business Cloud API credentials, disable that branch — the email follow-up will still send normally. This template assumes calendar events are tagged with "no-show" in the title and include lead contact info in the event description (Name: ... | Email: ... | Phone: ... |).

View

Manage Google Calendar events with Zalo Bot, OpenAI and Gemini

## Quick Overview This workflow lets users manage Google Calendar by sending text or voice messages to a Zalo Official Account bot, transcribing voice notes with Google Gemini and using an OpenAI-powered agent to create, update, list, or delete events, then replying in Zalo with the result. ## How it works 1. Receives an incoming text or voice message through a Zalo Bot trigger. 2. Sends a typing indicator back to the Zalo chat and normalizes key message fields (chat ID, type, text, and voice URL). 3. If the message is a voice note, sends the audio URL to Google Gemini to transcribe it into text. 4. Sends the combined text/transcription to an OpenAI chat model agent that interprets the request in Vietnamese and decides whether to list, create, update, or delete a Google Calendar event. 5. Uses Google Calendar tools to get events and then create, update, or delete the targeted event based on the agent’s extracted parameters. 6. Sends the agent’s Markdown-formatted response back to the user in Zalo, and posts an error message to Zalo if the agent run fails. ## Setup 1. Install the community node package `n8n-nodes-zalo-bot-official` and restart n8n if required. 2. Connect your Zalo Bot API credentials and configure the Zalo webhook URL in your Zalo Official Account so incoming messages reach this workflow. 3. Add a Google Calendar OAuth2 credential and set the target calendar account (currently configured as `[email protected]`) for all calendar operations. 4. Add a Google Gemini (PaLM) API credential for audio transcription and ensure voice messages include a reachable `voice_url`. 5. Add an OpenAI API credential, select the chat model you want to use (currently `gpt-5-mini`), and adjust the system prompt/tone if needed.

View

Track post-therapy wellness with GPT-4o-mini, Telegram, Slack and Sheets

## Quick Overview This workflow uses Google Sheets, OpenAI, Telegram, and Slack to send post-therapy check-in messages, analyze patient replies for sentiment and risk, alert therapists to at-risk responses, and log non-urgent replies for ongoing wellness tracking. ## How it works 1. Runs every hour on a schedule trigger. 2. Reads session records from Google Sheets and keeps only sessions that have a session date and have not been marked as check-in sent. 3. Uses OpenAI (gpt-4o-mini) to generate a personalized, non-clinical Telegram check-in message from the patient’s session details. 4. Sends the check-in to the patient via Telegram and updates the Google Sheets session row to store the message and mark the check-in as sent. 5. Triggers on incoming Telegram messages, looks up the patient in a Google Sheets master list by Telegram ID, and selects the most relevant recent session to provide context. 6. Sends the patient reply and session context to OpenAI for JSON-formatted sentiment classification and parses the result into structured fields. 7. If the sentiment is classified as at-risk, posts an urgent alert to a Slack channel; otherwise, appends the reply and sentiment details to a Google Sheets wellness log. ## Setup 1. Connect Google Sheets OAuth credentials and update the spreadsheet document ID and sheet names for Sessions, Patients_Master, and Wellness_Log. 2. Create and connect a Telegram bot credential, set up the Telegram trigger webhook, and ensure patient Telegram chat IDs are stored in Google Sheets. 3. Add an OpenAI API key credential and confirm the selected model (gpt-4o-mini) meets your requirements. 4. Connect Slack OAuth credentials and replace the placeholder Slack channel ID used for therapist alerts, and confirm the error-alert channel is set correctly. 5. Verify your Google Sheets columns match the workflow’s expected fields (for example session_id, checkin_sent, checkin_message_sent, therapist_slack_id) before activating.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

Financial data Q&A chatbot with Google Finance, SerpAPI, and OpenAI

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

2️⃣ Set Up OpenAI Connection

🧠 Workflow Breakdown

🎛️ Customization Guidance

💬 Example Questions & Responses

📬 Contact

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - OpenAI Chat Model5

Block 2 - Simple Memory1

Block 3 - Turn Objects to Text1

Block 4 - Sticky Note60

Block 5 - Sticky Note17

Block 6 - SerpAPI Finance Search1

Block 7 - Chat with Google Finance

Block 8 - Sticky Note31

Block 9 - Sticky Note32

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