Automation library · Money admin

Auto-generate WhatsApp proposals from voice or text

Started by an incoming WhatsApp message, and works across Airtable and WhatsApp. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 5Logic 4Service 5

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

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2WhatsApp TriggerWhats App triggerStarts it
  3. 3Simple MemoryMemory Buffer WindowModel
  4. 4CalculatorTool CalculatorModel
  5. 5Get InfoAirtable ToolService
  6. 6AI AgentAgentModel
  7. 7Split OutSplit OutLogic
  8. 8APITemplate.ioApi Template IoService
  9. 9SwitchSwitchLogic
  10. 10WhatsApp Business Cloud2Whats AppService
  11. 11WhatsApp Business CloudWhats AppService
  12. 12Edit FieldsSetLogic
  13. 13HTTP RequestHttp RequestService
  14. 14Edit Fields1SetLogic
  15. 15OpenAIOpen AiModel

How it's built

Starts on
An incoming WhatsApp message
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Airtable, WhatsApp
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

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

What starts it?

It starts on an incoming WhatsApp message.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 15 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 15 steps before you point it at anything that matters.