Automation library · Data collection

AI financial assistant for WhatsApp with Supabase

Started by another system calling it, and works across Supabase. It hands the judgement calls to OpenAI. 19 steps, 7 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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19 stepsMedium: a working afternoon
7Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Model 1Logic 9Service 7

The steps in the order they run, from what starts it.

  1. 1Webhook WhatsAppWebhookStarts it
  2. 2Filtrar Mensagens de TextoIfLogic
  3. 3Verificar UsuárioSupabaseService
  4. 4Usuário Existe?IfLogic
  5. 5Assistente IA FinanceiroOpen AiModel
  6. 6Criar Novo UsuárioSupabaseService
  7. 7Processar Resposta IACodeLogic
  8. 8É Ação Financeira?IfLogic
  9. 9Registrar DespesaIfLogic
  10. 10Registrar ReceitaIfLogic
  11. 11Criar MetaIfLogic
  12. 12Consultar GastosIfLogic
  13. 13Enviar Resposta WhatsAppHttp RequestService
  14. 14Salvar DespesaSupabaseService
  15. 15Salvar ReceitaSupabaseService
  16. 16Salvar MetaSupabaseService
  17. 17Buscar Transações do MêsSupabaseService
  18. 18Webhook ResponseRespond To WebhookStarts it
  19. 19Gerar RelatórioCodeLogic

How it's built

Starts on
Another system calling it
Steps
19, with 7 branches
Size
Medium: a working afternoon
Connects to
Supabase
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Supabase account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 19 steps before you point it at anything that matters.