🧾 Automate financial transaction tracking with Gmail, GPT, Notion & Telegram alerts

⚡ 157 views · 🧾 Invoice Processing

Description

📩 Automatically Log Transactions from Gmail into Notion and Get Telegram Alerts

Who’s it for

This workflow is for individuals or entrepreneurs who receive bank alerts, invoices, and payment emails in Gmail and want them to be automatically organized in Notion — while also receiving quick Telegram notifications for each transaction.

If you manage personal or business finances and find it tedious to manually record every debit, credit, or invoice — this automation does it all for you.

How it works

The workflow acts as an AI-powered Accountant Agent that reads incoming Gmail messages and decides whether each email represents a Debit Transaction, Credit Transaction, Debit Invoice, or Credit Invoice.

• The Gmail Trigger watches your selected inboxes (like forwarding@bayesian-labs.com, support@bayesian-labs, anoop.karnik@bayesian-labs).
• The Classifier (GPT-5-nano) determines the correct transaction type.
• The appropriate Agent (GPT-5) then extracts amount, currency, and description details.
• The Agent uses Notion API tools to log structured data into your Personal Finance System Notion template (Financial Transactions & Income databases).
• Finally, a Telegram notification is sent summarizing the entry (From, To, Subject, Snippet).

In short: every time your bank emails you — Notion gets updated, and you get notified.

How to set up

1. Duplicate the Personal Finance System Notion template into your workspace.
2. Create a Telegram Bot with BotFather → copy the bot token and your chat ID.
3. Generate an OpenRouter API key for GPT-5 / GPT-5-nano.
4. Create a Notion Integration Token and connect it to your duplicated finance databases.
5. Add your Gmail accounts (forwarding@, support@, and/or personal Gmail) under Gmail OAuth2 credentials in n8n.
6. Import the workflow JSON into n8n → fill in the credential names as listed below:
   • n8n_cloud_regular_usage → OpenRouter
   • Notion account → Notion API
   • Accountant AI → Telegram Bot
   • Gmail OAuth2 for each inbox trigger

Once active, n8n polls Gmail every minute, classifies emails, updates Notion, and sends Telegram updates.

Requirements

• n8n instance (self-hosted or cloud)
• Gmail accounts connected via OAuth2
• OpenRouter API key
• Telegram bot token & chat ID
• Notion integration token
• Your duplicated Personal Finance System Notion template

How to customize the workflow

You can extend this workflow to:

• Track credit card statements, subscriptions, or payroll notifications.
• Add Slack or WhatsApp alerts alongside Telegram.
• Include live FX rates for USD→INR conversion using an API node.
• Connect Google Sheets as a backup ledger or export target.
• Add error-handling branches to mark Gmail messages as processed or label them “Logged to Notion”.

🔗 Nodes Used

Telegram, Gmail Trigger, AI Agent, Text Classifier, OpenRouter Chat Model

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup