Automated Financial Insights via AI & Messaging

This n8n workflow automates the process of managing financial queries and generating balance reports using AI-powered chat interactions. It integrates OpenAI’s language models and a Postgres database for maintaining chat history, enabling intelligent responses and transaction registration. The workflow starts with a Chat trigger or Telegram webhook to listen for user inputs. Incoming messages are normalized and processed by an AI Agent leveraging OpenAI’s chat model, which consults stored chat history from Postgres to maintain context. Users can request balance reports, prompting the AI to generate detailed financial summaries through an integrated tool workflow. Finally, the workflow can respond via Telegram, providing real-time financial insights and transaction updates. This automation is ideal for financial advisory services, personalized banking bots, or any use case requiring intelligent, context-aware financial communication.