# Automate financial transaction tracking with Gmail and OpenAI: n8n workflow

> Started by an arriving email, and works across Gmail, Notion and Telegram. It hands the judgement calls to OpenRouter.

Source: https://millionrounds.com/workflow/automate-financial-transaction-tracking-with-gmail-and-opena (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Alerts and monitoring](https://millionrounds.com/workflows?category=Alerts+and+monitoring#library)

# Automate financial transaction tracking with Gmail and OpenAI

Started by an arriving email, and works across Gmail, Notion and Telegram. It hands the judgement calls to OpenRouter. 16 steps: a working afternoon to understand properly.

Medium Calls a model: OpenRouter

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-financial-transaction-tracking-with-gmail-and-opena)

**16 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 3 Model 7 Logic 1 Service 5

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

- 1 **forwarding** Gmail trigger *Starts it*
- 2 **support@bayesian-labs** Gmail trigger *Starts it*
- 3 **anoop.karnik@bayesian-labs** Gmail trigger *Starts it*
- 4 **Create Invoice Tool** Notion Tool *Service*
- 5 **Create Transction Tool** Notion Tool *Service*
- 6 **Create Income Tool** Notion Tool *Service*
- 7 **Create Income Tool1** Notion Tool *Service*
- 8 **gpt-5** Lm Chat Open Router *Model*
- 9 **gpt-5-nano** Lm Chat Open Router *Model*
- 10 **Set Email Data** Set *Logic*
- 11 **Accountant Agent** Agent *Model*
- 12 **Accountant Agent1** Agent *Model*
- 13 **Accountant Agent2** Agent *Model*
- 14 **Accountant Agent3** Agent *Model*
- 15 **Classify** Text Classifier *Model*
- 16 **Send Message** Telegram *Service*

## How it's built

- **Starts on:** An arriving email
- **Steps:** 16
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Notion, Telegram
- **Model:** OpenRouter

## Questions

What does it need to run?

An n8n account, plus your own Gmail, Notion and Telegram accounts, and a key for OpenRouter. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an arriving email.

Does it use AI?

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

How long does it take to set up?

Plan an afternoon. 16 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 16 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%2Fautomate-financial-transaction-tracking-with-gmail-and-opena)
- **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.

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

## Workflows like it

Also alerts and monitoring, with the same services where possible, closest in size first.

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- [**Automated email triage with Gmail and OpenAI** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automated-email-triage-with-gmail-and-openai)
- [**Automated smart price monitor with Google Sheets and Gmail** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automated-smart-price-monitor-with-google-sheets-and-gmail)
- [**Classify Gmail emails with OpenAI** 16 steps · calls a model · Gmail, Telegram](https://millionrounds.com/workflow/classify-gmail-emails-with-openai-2)
- [**Inventory reconciliation between Notion & Airtable with OpenAI** 16 steps · calls a model · Airtable, Google Sheets](https://millionrounds.com/workflow/inventory-reconciliation-between-notion-and-airtable-with-op)