The flow
Starts it 1Model 10Logic 2Service 4
The steps in the order they run, from what starts it.
- 1Weekly/Monthly ScheduleSchedule triggerStarts it
- 2Categorization Output ParserOutput Parser StructuredModel
- 3Anomaly Detection Output ParserOutput Parser StructuredModel
- 4Correction Output ParserOutput Parser StructuredModel
- 5Anthropic Model - CategorizationLm Chat AnthropicModel
- 6Anthropic Model - Anomaly DetectionLm Chat AnthropicModel
- 7Anthropic Model - CorrectionLm Chat AnthropicModel
- 8MCP Client ToolMcp Client ToolModel
- 9Workflow ConfigurationSetLogic
- 10Tax Categorization AgentAgentModel
- 11Anomaly Detection AgentAgentModel
- 12Correction AgentAgentModel
- 13Fetch Revenue DataN8nService
- 14Sync to Accounting SoftwareHttp RequestService
- 15Format Compliance SummarySetLogic
- 16Send Summary to Tax AgentGmailService
- 17Send WhatsApp AlertWhats AppService
How it's built
- Starts on
- A clock
- Steps
- 17
- Size
- Medium: a working afternoon
- Connects to
- Gmail, WhatsApp
- Model
- Claude
Questions
What does it need to run?
An n8n account, plus your own Gmail and WhatsApp accounts, and a key for Claude. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
Yes. It calls Claude. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 17 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 17 steps before you point it at anything that matters.