# AI financial assistant for WhatsApp with Supabase: n8n workflow

> Started by another system calling it, and works across Supabase. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/ai-financial-assistant-for-whatsapp-with-supabase (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Data collection](https://millionrounds.com/workflows?category=Data+collection#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-financial-assistant-for-whatsapp-with-supabase)

**19 steps** Medium: a working afternoon

**7** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 2 Model 1 Logic 9 Service 7

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

- 1 **Webhook WhatsApp** Webhook *Starts it*
- 2 **Filtrar Mensagens de Texto** If *Logic*
- 3 **Verificar Usuário** Supabase *Service*
- 4 **Usuário Existe?** If *Logic*
- 5 **Assistente IA Financeiro** Open Ai *Model*
- 6 **Criar Novo Usuário** Supabase *Service*
- 7 **Processar Resposta IA** Code *Logic*
- 8 **É Ação Financeira?** If *Logic*
- 9 **Registrar Despesa** If *Logic*
- 10 **Registrar Receita** If *Logic*
- 11 **Criar Meta** If *Logic*
- 12 **Consultar Gastos** If *Logic*
- 13 **Enviar Resposta WhatsApp** Http Request *Service*
- 14 **Salvar Despesa** Supabase *Service*
- 15 **Salvar Receita** Supabase *Service*
- 16 **Salvar Meta** Supabase *Service*
- 17 **Buscar Transações do Mês** Supabase *Service*
- 18 **Webhook Response** Respond To Webhook *Starts it*
- 19 **Gerar Relatório** Code *Logic*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-financial-assistant-for-whatsapp-with-supabase)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Supabase](https://millionrounds.com/workflows?service=Supabase#library)

## Workflows like it

Also data collection, with the same services where possible, closest in size first.

- [**Provide real-time updates for Notion databases with Supabase** 19 steps · Notion, Supabase](https://millionrounds.com/workflow/provide-real-time-updates-for-notion-databases-with-supabase)
- [**Handle GDPR access and erasure emails with Gmail and OpenAI** 18 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/handle-gdpr-access-and-erasure-emails-with-gmail-and-openai)
- [**Collect historical price data** 18 steps · Supabase, n8n data table](https://millionrounds.com/workflow/collect-historical-price-data)
- [**Build a RAG knowledge chatbot with OpenAI and Google Drive** 17 steps · calls a model · Google Drive, Supabase](https://millionrounds.com/workflow/build-a-rag-knowledge-chatbot-with-openai-and-google-drive)
- [**Build your own RAG-ready vector database in seconds – no SQL, no** 17 steps · calls a model · Google Drive, Supabase](https://millionrounds.com/workflow/build-your-own-rag-ready-vector-database-in-seconds-no-sql-n)
- [**Index n8n workflows and enable semantic AI search with OpenAI** 17 steps · calls a model · Supabase, Supabase vectors](https://millionrounds.com/workflow/index-n8n-workflows-and-enable-semantic-ai-search-with-opena)