Automation library · Data collection

Review your budget from bank statement CSV with Gemini

Started by someone submitting a form, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini. 14 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: Gemini

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

The flow

Starts it 1Model 3Logic 3Service 7

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

  1. 1Budget Review FormForm triggerStarts it
  2. 2Google Gemini Chat ModelLm Chat Google GeminiModel
  3. 3Budget Review ParserOutput Parser StructuredModel
  4. 4Extract TransactionsExtract From FileService
  5. 5Review Budget with GeminiChain LlmModel
  6. 6Summarize SpendingCodeLogic
  7. 7Parse Budget ReviewCodeLogic
  8. 8Email Review FailureGmailService
  9. 9Log Budget ReviewGoogle SheetsService
  10. 10Route by Budget StatusSwitchLogic
  11. 11Email Overspend ReportGmailService
  12. 12Email On Track ReportGmailService
  13. 13Email Savings OpportunityGmailService
  14. 14Email Generic SummaryGmailService

How it's built

Starts on
Someone submitting a form
Steps
14, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

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

How long does it take to set up?

Plan an afternoon. 14 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 14 steps before you point it at anything that matters.