N8N Financial Tracker Telegram Invoices to Notion with AI Summaries & Reports

For Notion, this automated workflow tracks financial transactions by converting Telegram invoice images into structured data with AI summaries. It generates detailed reports and visual charts, delivering insights on spending patterns weekly or monthly. Users can efficiently manage expenses, ensuring accurate record-keeping and informed financial decisions.

7/8/2025
28 nodes
Complex
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Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowCreative Design Automation
Integrations:
LangChainSticky NoteSchedule TriggerNotionSummarizeQuickChartTelegramTelegramTriggerEditImageSplitOut

Target Audience

This workflow is ideal for:
- Small Business Owners: Automate financial tracking and reporting to save time and reduce errors.
- Freelancers: Easily manage invoices and expenses through Telegram, ensuring accurate record-keeping.
- Accountants: Streamline the process of extracting data from invoices and summarizing expenses for clients.
- Budget-Conscious Individuals: Keep track of spending effortlessly and receive regular reports to stay within budget.

Problem Solved

This workflow addresses the challenge of manual invoice management and expense tracking by automating the process. It allows users to:
- Extract Data from Invoices: Automatically capture important details such as amounts, categories, and dates from images of invoices received via Telegram.
- Summarize Expenses: Generate concise summaries of spending, making it easier to understand financial health at a glance.
- Visualize Spending: Create charts that depict spending patterns over time, helping users make informed financial decisions.

Workflow Steps

  • Telegram Trigger: The workflow begins when a user sends a photo of an invoice to the Telegram bot.
    2. Get Image Info: The bot retrieves information about the image, preparing it for processing.
    3. Basic LLM Chain: The image is sent to the Google Gemini Chat Model, which extracts key data from the invoice, such as item names, quantities, prices, and total amounts.
    4. Parse Output: The extracted data is structured into a JSON format that includes a summary message and detailed transaction data.
    5. Record to Notion Database: Each transaction is recorded in a Notion database, capturing essential details for future reference.
    6. Schedule Trigger: The workflow can be set to run on a schedule, automatically retrieving recent transactions from Notion for reporting.
    7. Summarize Transactions: The workflow aggregates expenses by category for a clearer financial overview.
    8. Generate Chart: A visual representation of spending by category is created using QuickChart.
    9. Send Chart to Telegram: The generated chart is sent back to the Telegram chat, providing users with a visual report of their expenses.

    • Customization Guide

    Users can customize and adapt this workflow by:
    - Modifying AI Prompts: Adjust the prompts used in the Basic LLM Chain to improve data extraction accuracy based on specific invoice formats.
    - Changing Report Frequency: Alter the schedule settings in the Schedule Trigger to receive reports weekly, monthly, or at custom intervals.
    - Updating Notion Database Structure: Change the fields in the Notion database to match personal or business needs, ensuring all relevant data is captured.
    - Customizing Chart Types: Modify the chart generation step to use different types of visualizations (e.g., pie charts, line graphs) based on user preferences.