Automation library · Data collection

Track personal finances in Google Sheets with Slack

Started by a clock, and works across Google Sheets and Slack. It puts Gemini behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 19 steps: a working afternoon to understand properly.

MediumCalls a model: GeminiRetrieval

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19 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Model 5Logic 2Service 10

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

  1. 1Google Gemini Chat ModelLm Chat Google GeminiModel
  2. 2ThinkTool ThinkModel
  3. 3CalculatorTool CalculatorModel
  4. 4Get BalancesGoogle Sheets ToolService
  5. 5Get TransactionsGoogle Sheets ToolService
  6. 6Get DebtsGoogle Sheets ToolService
  7. 7Postgres Chat MemoryMemory Postgres ChatModel
  8. 8Adding/updating TransactionsGoogle Sheets ToolService
  9. 9Adding/updating debtsGoogle Sheets ToolService
  10. 10Adding/updating balancesGoogle Sheets ToolService
  11. 11Daily checkin triggerSchedule triggerStarts it
  12. 12Bot Mention triggerSlack triggerStarts it
  13. 13AI AgentAgentModel
  14. 14Get Current BalanceGoogle SheetsService
  15. 15Get Active DebtsGoogle SheetsService
  16. 16replying to the userSlackService
  17. 17MergeMergeLogic
  18. 18Format Daily MessageCodeLogic
  19. 19Send Slack MessageSlackService

How it's built

Starts on
A clock
Steps
19
Size
Medium: a working afternoon
Connects to
Google Sheets, Slack
Model
Gemini
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 Google Sheets and Slack accounts, and a key for Gemini. 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 Gemini. 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?

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.