Automation library · Money admin

Texas property tax code AI assistant with Claude and OpenAI

Started by someone opening a chat with it, and works across Pinecone. It puts Claude and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 22 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: Claude, OpenAIRetrieval

Download free
22 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 3Model 13Logic 4Service 2

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

  1. 1When clicking ‘Test workflow’Manual triggerStarts it
  2. 2Embeddings OpenAIEmbeddings Open AiModel
  3. 3Token SplitterText Splitter Token SplitterModel
  4. 4Execute Workflow TriggerExecute Workflow triggerStarts it
  5. 5Embeddings OpenAI1Embeddings Open AiModel
  6. 6Embeddings OpenAI2Embeddings Open AiModel
  7. 7When chat message receivedChat triggerStarts it
  8. 8Anthropic Chat ModelLm Chat AnthropicModel
  9. 9search_by_sectionTool WorkflowModel
  10. 10search_genericTool WorkflowModel
  11. 11Window Buffer MemoryMemory Buffer WindowModel
  12. 12Read/Write Files from DiskRead Write FileService
  13. 13Pinecone Vector StoreVector Store PineconeModel
  14. 14Default Data LoaderDocument Default Data LoaderModel
  15. 15Tools RouterSwitchLogic
  16. 16Search with section number metaVector Store PineconeModel
  17. 17Generic searchVector Store PineconeModel
  18. 18AI AgentAgentModel
  19. 19Extract from FileExtract From FileService
  20. 20AggregateAggregateLogic
  21. 21CodeCodeLogic
  22. 22Format responseSetLogic

How it's built

Starts on
Someone opening a chat with it
Steps
22, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Pinecone
Model
Claude, 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 Pinecone account, and a key for Claude and OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls Claude and 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?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

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 22 steps before you point it at anything that matters.