Automation library · Research and reporting

AI-powered bank statement analysis & transaction categorization

Started by another system calling it, and works across Postgres. It hands the judgement calls to OpenAI. 9 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

9 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Model 1Logic 3Service 3

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

  1. 1Upload StatementWebhookStarts it
  2. 2File HandlerCodeLogic
  3. 3Check File TypeIfLogic
  4. 4Extract PDF TextExtract From FileService
  5. 5Parse Excel/CSVSpreadsheet FileService
  6. 6AI Data ExtractorOpen AiModel
  7. 7Process & SummarizeCodeLogic
  8. 8Save to DatabasePostgresService
  9. 9Send ResponseRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
9, with 1 branch
Size
Medium: a working afternoon
Connects to
Postgres
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Postgres 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. 9 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 9 steps before you point it at anything that matters.