Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude AI

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Important notice

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

1. Workflow Overview

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, free...

Best for

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

Tools used

@n8n/n8n-nodes-langchain.memorybufferwindow, n8n-nodes-base.whatsapp, @n8n/n8n-nodes-langchain.agent, n8n-nodes-base.notiontool, n8n-nodes-base.httprequesttool, n8n-nodes-base.telegramtrigger, n8n-nodes-base.telegram, n8n-nodes-base.stickynote

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude AI
Workflow name: 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

Clone the Personal Finance System Notion template into your workspace.
Create a Telegram bot with BotFather and collect the bot token and chat ID.
Get an API key from OpenRouter.
Create a Notion integration token and connect it with your duplicated finance template.
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.

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 - Simple Memory

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

Block 2 - Send message

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

Block 3 - Accountant Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2

Block 4 - Get Databases Tool

Type / Role: n8n-nodes-base.notionTool - notionTool
Config choices: Version 2.2

Block 5 - Query Notion Database Pages Tool

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

Block 6 - Telegram Trigger

Type / Role: n8n-nodes-base.telegramTrigger - telegramTrigger
Config choices: Version 1.2

Block 7 - Send a text message

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 8 - Get Notion Database Properties Tool

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

Block 9 - Sticky Note

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

Block 10 - Sticky Note1

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

Block 11 - Sticky Note2

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

Block 12 - claude-3.5-sonnet

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

Block 13 - Sticky Note3

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

Block 14 - Sticky Note4

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

3. Summary Table

Workflow	Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude AI
Complexity	intermediate
Nodes	14
Categories	AI Chatbot, Multimodal AI
Author	Anoop
Published	17 Aug 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/7528/7528.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 Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude 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 AI Chatbot, Multimodal AI use case.

Anoop

3 workflows

Nodes

@n8n/n8n-nodes-langchain.memorybufferwindow n8n-nodes-base.whatsapp @n8n/n8n-nodes-langchain.agent n8n-nodes-base.notiontool n8n-nodes-base.httprequesttool n8n-nodes-base.telegramtrigger n8n-nodes-base.telegram n8n-nodes-base.stickynote

Complexity

intermediate

Published 17 Aug 2025

Likes 0

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Install path: /data/workflows/7528/7528.json

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Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude AI

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Query personal finance data in Notion via Telegram and WhatsApp

Who’s it for

How it works

How to set up

Requirements

How to customize the workflow

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Simple Memory

Block 2 - Send message

Block 3 - Accountant Agent

Block 4 - Get Databases Tool

Block 5 - Query Notion Database Pages Tool

Block 6 - Telegram Trigger

Block 7 - Send a text message

Block 8 - Get Notion Database Properties Tool

Block 9 - Sticky Note

Block 10 - Sticky Note1

Block 11 - Sticky Note2

Block 12 - claude-3.5-sonnet

Block 13 - Sticky Note3

Block 14 - Sticky Note4

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