AI agent: expense tracker in Google Sheets and n8n chat

{"id": "aLTkMiEDYXbMK4fT", "meta": {"instanceId": "5b860a91d7844b5237bb51cc58691ca8c3dc5b576f42d4d6bbedfb8d43d58ece", "templateCredsSetupCompleted": true}, "name": "AI agent: expense tracker in Google Sheets and n8n chat", "tags": [], "nodes": [{"id": "9260b53e-6848-4f34-9643-311c58c807f6", "name": "AI Agent", "type": "@n8n/n8n-nodes-langchain.agent", "position": [360, 40], "parameters": {"options": {"maxIterations": 3, "systemMessage": "You are a helpful accountant. Use save to db tool to save expense message to DB. respond with \"Your expense saved, here is the output of save sub-workflow:[data]\""}}, "typeVersion": 1.7}, {"id": "0d7a686c-42c2-4223-9f78-b454788fb6da", "name": "When chat message received", "type": "@n8n/n8n-nodes-langchain.chatTrigger", "position": [0, 40], "webhookId": "6a34ec84-459d-4cc4-83b6-06ae4c99dc8f", "parameters": {"options": {}}, "typeVersion": 1.1}, {"id": "f1f27aaf-cf13-40d9-b8f9-800a862f8bf0", "name": "Workflow Input Trigger", "type": "n8n-nodes-base.executeWorkflowTrigger", "position": [180, 600], "parameters": {"workflowInputs": {"values": [{"name": "input1"}]}}, "typeVersion": 1.1}, {"id": "a1530601-1a91-45be-adef-2e0608bfe773", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [340, 300], "parameters": {"options": {}}, "credentials": {"openAiApi": {"id": "", "name": "[Your openAiApi]"}}, "typeVersion": 1.1}, {"id": "c6f9782e-6b9b-421e-8b10-9ef04cbbee8c", "name": "Window Buffer Memory", "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow", "position": [500, 300], "parameters": {}, "typeVersion": 1.3}, {"id": "bbe1116a-1c66-496e-a9bf-747457e47bb0", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [-760, 200], "parameters": {"width": 720, "height": 500, "content": "## Save your expenses via chat message. \n\nLLM will parse your message to structured JSON and save as a new row into Google Sheet.\n\n## Installation\n### 1. Set up Google Sheets:\nClone this Sheet:\nhttps://docs.google.com/spreadsheets/d/1D0r3tun7LF7Ypb21CmbTKEtn76WE-kaHvBCM5NdgiPU/edit?gid=0#gid=0\n\n(File -> Make a copy)\n\nChoose this sheet into \"Save expense into Google Sheets\" node.\n\n\n### 2. Fix sub-workflow dropdown: \nopen \"Parse msg and save to Sheets\" node (which is an n8n sub-workflow executor tool) and choose the SAME workflow in the dropdown. it will allow n8n to call \"Workflow Input Trigger\" properly when needed.\n\n\n### 3. Activate the workflow to make chat work properly.\nSent message to chat, something like \"car wash; 59.3 usd; 25 jan 2024\"\n\nyou should get a response:\nYour expense saved, here is the output of save sub-workflow:{\"cost\":59.3,\"descr\":\"car wash\",\"date\":\"2024-01-25\",\"msg\":\"car wash; 59.3 usd; 25 jan 2024\"}\n\nand new row in Google sheets should be inserted!"}, "typeVersion": 1}, {"id": "61a489f7-5b95-438a-81f0-1e3e8c445622", "name": "OpenAI Chat Model1", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [400, 900], "parameters": {"options": {}}, "credentials": {"openAiApi": {"id": "", "name": "[Your openAiApi]"}}, "typeVersion": 1.1}, {"id": "57908f61-ed9b-41a9-aba6-031bfc65bd31", "name": "Expense text to JSON parser", "type": "@n8n/n8n-nodes-langchain.informationExtractor", "position": [400, 600], "parameters": {"text": "=convert expense to JSON: \n\n{{ $json.input1 }}", "options": {}, "attributes": {"attributes": [{"name": "cost", "type": "number", "required": true, "description": "expense cost"}, {"name": "descr", "required": true, "description": "description of expense"}, {"name": "date", "type": "date", "description": "date in UTC format. "}]}}, "typeVersion": 1}, {"id": "23f123eb-c4d9-4e6c-a521-311498d40d61", "name": "Save expense into Google Sheets", "type": "n8n-nodes-base.googleSheets", "position": [760, 600], "parameters": {"columns": {"value": {"msg": "={{ $('Workflow Input Trigger').item.json.input1 }}", "cost": "={{ $json.output.cost }}", "date": "={{ $json.output.date ? $json.output.date : $now }}", "descr": "={{ $json.output.descr }}"}, "schema": [{"id": "date", "type": "string", "display": true, "removed": false, "required": false, "displayName": "date", "defaultMatch": false, "canBeUsedToMatch": true}, {"id": "cost", "type": "string", "display": true, "removed": false, "required": false, "displayName": "cost", "defaultMatch": false, "canBeUsedToMatch": true}, {"id": "descr", "type": "string", "display": true, "removed": false, "required": false, "displayName": "descr", "defaultMatch": false, "canBeUsedToMatch": true}, {"id": "msg", "type": "string", "display": true, "removed": false, "required": false, "displayName": "msg", "defaultMatch": false, "canBeUsedToMatch": true}], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false}, "options": {"useAppend": true}, "operation": "append", "sheetName": {"__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1_BMLmh5MtmQarWuZIJANQZSkjaQ2Rc3YYLhwyz1Sec0/edit#gid=0", "cachedResultName": "Sheet1"}, "documentId": {"__rl": true, "mode": "list", "value": "1_BMLmh5MtmQarWuZIJANQZSkjaQ2Rc3YYLhwyz1Sec0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1_BMLmh5MtmQarWuZIJANQZSkjaQ2Rc3YYLhwyz1Sec0/edit?usp=drivesdk", "cachedResultName": "ai-expense"}}, "credentials": {"googleSheetsOAuth2Api": {"id": "", "name": "[Your googleSheetsOAuth2Api]"}}, "typeVersion": 4.5}, {"id": "83770030-eab1-499a-b743-fe639e34fbb2", "name": "Parse msg and save to Sheets", "type": "@n8n/n8n-nodes-langchain.toolWorkflow", "notes": "Make sure that this SAME workflow is chosen in the Workflow dropdown!", "position": [660, 300], "parameters": {"name": "save_expense_in_db", "workflowId": {"__rl": true, "mode": "list", "value": "aLTkMiEDYXbMK4fT", "cachedResultName": "sub-workflow1"}, "description": "Call this tool to save expense in db.", "workflowInputs": {"value": {"input1": "={{ $json.chatInput }}"}, "schema": [{"id": "input1", "type": "string", "display": true, "removed": false, "required": false, "displayName": "input1", "defaultMatch": false, "canBeUsedToMatch": true}], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false}}, "notesInFlow": true, "typeVersion": 2}], "active": true, "pinData": {}, "settings": {"executionOrder": "v1"}, "versionId": "9ab1bbef-ffe8-462c-a201-920c6d250ade", "connections": {"OpenAI Chat Model": {"ai_languageModel": [[{"node": "AI Agent", "type": "ai_languageModel", "index": 0}]]}, "OpenAI Chat Model1": {"ai_languageModel": [[{"node": "Expense text to JSON parser", "type": "ai_languageModel", "index": 0}]]}, "Window Buffer Memory": {"ai_memory": [[{"node": "AI Agent", "type": "ai_memory", "index": 0}]]}, "Workflow Input Trigger": {"main": [[{"node": "Expense text to JSON parser", "type": "main", "index": 0}]]}, "When chat message received": {"main": [[{"node": "AI Agent", "type": "main", "index": 0}]]}, "Expense text to JSON parser": {"main": [[{"node": "Save expense into Google Sheets", "type": "main", "index": 0}]]}, "Parse msg and save to Sheets": {"ai_tool": [[{"node": "AI Agent", "type": "ai_tool", "index": 0}]]}}}