# Texas property tax code AI assistant with Claude and OpenAI: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/texas-property-tax-code-ai-assistant-with-claude-and-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# 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.

Large Calls a model: Claude, OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Ftexas-property-tax-code-ai-assistant-with-claude-and-openai)

**22 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 3 Model 13 Logic 4 Service 2

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

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **Embeddings OpenAI** Embeddings Open Ai *Model*
- 3 **Token Splitter** Text Splitter Token Splitter *Model*
- 4 **Execute Workflow Trigger** Execute Workflow trigger *Starts it*
- 5 **Embeddings OpenAI1** Embeddings Open Ai *Model*
- 6 **Embeddings OpenAI2** Embeddings Open Ai *Model*
- 7 **When chat message received** Chat trigger *Starts it*
- 8 **Anthropic Chat Model** Lm Chat Anthropic *Model*
- 9 **search_by_section** Tool Workflow *Model*
- 10 **search_generic** Tool Workflow *Model*
- 11 **Window Buffer Memory** Memory Buffer Window *Model*
- 12 **Read/Write Files from Disk** Read Write File *Service*
- 13 **Pinecone Vector Store** Vector Store Pinecone *Model*
- 14 **Default Data Loader** Document Default Data Loader *Model*
- 15 **Tools Router** Switch *Logic*
- 16 **Search with section number meta** Vector Store Pinecone *Model*
- 17 **Generic search** Vector Store Pinecone *Model*
- 18 **AI Agent** Agent *Model*
- 19 **Extract from File** Extract From File *Service*
- 20 **Aggregate** Aggregate *Logic*
- 21 **Code** Code *Logic*
- 22 **Format response** Set *Logic*

## 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.

## 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%2Ftexas-property-tax-code-ai-assistant-with-claude-and-openai)
- **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.

[Pinecone](https://millionrounds.com/workflows?service=Pinecone#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Generate Upwork SEO proposals with OpenAI and DeepSeek** 22 steps · calls a model · Google Docs, Pinecone](https://millionrounds.com/workflow/generate-upwork-seo-proposals-with-openai-and-deepseek)
- [**AI-powered accounting reports from Sabre EDI with OpenAI** 18 steps · calls a model · Google Drive, Pinecone](https://millionrounds.com/workflow/ai-powered-accounting-reports-from-sabre-edi-with-openai)
- [**Automated revenue predictions from Stripe data with OpenAI** 11 steps · calls a model · Google Sheets, Pinecone](https://millionrounds.com/workflow/automated-revenue-predictions-from-stripe-data-with-openai)
- [**Automated expense approval system with OpenAI and Airtable** 9 steps · calls a model · Airtable, Pinecone](https://millionrounds.com/workflow/automated-expense-approval-system-with-openai-and-airtable)
- [**AI Presales Architect: Knowledge Base & Proposal Generator** 8 steps · calls a model · Pinecone](https://millionrounds.com/workflow/ai-presales-architect-knowledge-base-and-proposal-generator)