WhatsApp Financial Assistant Workflow

This n8n workflow is designed to automate financial interactions and data processing through WhatsApp, focusing on handling text, images, and audio messages. It integrates various AI models, APIs, and database operations to provide a comprehensive financial assistant service. The workflow begins with a WhatsApp trigger for incoming messages, then classifies message intent, and dynamically routes interactions to different AI models for processing. It supports financial transaction validation, report generation, and user management, along with OCR and transcription services for receipts and audio messages. Practical use cases include automating customer inquiries, processing receipts, managing financial data, and generating customized reports via WhatsApp, making it ideal for financial advisors, customer support, and automated banking services.