The flow
Starts it 1Model 7Service 1
The steps in the order they run, from what starts it.
- 1Watch New Expense RequestsAirtable triggerStarts it
- 2OpenAI GPT-4 ModelLm Chat Open AiModel
- 3Parse CFO Agent ResponseOutput Parser StructuredModel
- 4Generate EmbeddingsEmbeddings Open AiModel
- 5Split Reasoning TextText Splitter Recursive Character Text SplitterModel
- 6CFO Expense Review AgentAgentModel
- 7Store Decision in PineconeVector Store PineconeModel
- 8Prepare Data for PineconeDocument Default Data LoaderModel
- 9Update Airtable RecordAirtableService
How it's built
- Starts on
- An event in a connected app
- Steps
- 9
- Size
- Medium: a working afternoon
- Connects to
- Airtable, Pinecone
- 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 Pinecone accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on an event in a connected app.
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. 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.
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.