# Customer financial report delivery system with Telegram: n8n workflow

> Started by an incoming Telegram message, and works across Google Sheets and Telegram. 19 steps, 3 branches: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/customer-financial-report-delivery-system-with-telegram (Millionrounds; every figure on the page links to its filing or article)

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

# Customer financial report delivery system with Telegram

Started by an incoming Telegram message, and works across Google Sheets and Telegram. 19 steps, 3 branches: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcustomer-financial-report-delivery-system-with-telegram)

**19 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Logic 11 Service 7

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

- 1 **Input user2** Telegram trigger *Starts it*
- 2 **Code** Code *Logic*
- 3 **If4** If *Logic*
- 4 **Wellcome1** Telegram *Service*
- 5 **Get row(s) in sheet4** Google Sheets *Service*
- 6 **Merge4** Merge *Logic*
- 7 **Code2** Code *Logic*
- 8 **If5** If *Logic*
- 9 **Get row(s) in sheet (Access)2** Google Sheets *Service*
- 10 **Merge5** Merge *Logic*
- 11 **Enter Correct name** Telegram *Service*
- 12 **Check Match2** Code *Logic*
- 13 **If3** If *Logic*
- 14 **Get row(s) in sheet5** Google Sheets *Service*
- 15 **No permission** Telegram *Service*
- 16 **Aggregate Summary2** Code *Logic*
- 17 **Format Details2** Code *Logic*
- 18 **Combine Summary + Details2** Code *Logic*
- 19 **Send Report2** Telegram *Service*

## How it's built

- **Starts on:** An incoming Telegram message
- **Steps:** 19, with 3 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Google Sheets, Telegram
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Google Sheets and Telegram accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an incoming Telegram message.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

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%2Fcustomer-financial-report-delivery-system-with-telegram)
- **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.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Telegram](https://millionrounds.com/workflows?service=Telegram#library)

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

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- [**Crypto technical and fundamental analysis with Gemini** 19 steps · calls a model · Telegram](https://millionrounds.com/workflow/crypto-technical-and-fundamental-analysis-with-gemini)
- [**Generate personalized promotion emails with Gmail** 19 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-personalized-promotion-emails-with-gmail)
- [**Import research papers from Telegram to Zotero with OpenRouter** 19 steps · calls a model · Telegram](https://millionrounds.com/workflow/import-research-papers-from-telegram-to-zotero-with-openrout)
