# Update Amazon transaction memos in YNAB with Gmail: n8n workflow

> Started by another system calling it, and works across Gmail. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/update-amazon-transaction-memos-in-ynab-with-gmail (Millionrounds; every figure on the page links to its filing or article)

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

# Update Amazon transaction memos in YNAB with Gmail

Started by another system calling it, and works across Gmail. It hands the judgement calls to OpenAI. 23 steps, 4 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fupdate-amazon-transaction-memos-in-ynab-with-gmail)

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

**4** Branches: places the flow splits

**2** Loops or waits

**1** Service it connects to

## The flow

Starts it 3 Model 3 Logic 13 Service 4

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

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **Webhook** Webhook *Starts it*
- 3 **Schedule Trigger** Schedule trigger *Starts it*
- 4 **Calculator** Tool Calculator *Model*
- 5 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 6 **BudgetID** Set *Logic*
- 7 **Memo AI Agent** Agent *Model*
- 8 **Get All Unapproved Transactions** Http Request *Service*
- 9 **Check if AI Able to parse items** If *Logic*
- 10 **Split out Transactions** Split Out *Logic*
- 11 **Update Transaction Memo Field** Http Request *Service*
- 12 **Update memo with Error** Http Request *Service*
- 13 **Extract Needed Data** Set *Logic*
- 14 **Check Next Transaction** No Op *Logic*
- 15 **Check if Amazon Purchase** If *Logic*
- 16 **Wait 5 seconds to avoid Rate Limiting** Wait *Logic*
- 17 **Check if Memo field is Empty** If *Logic*
- 18 **Loop Over Transactions** Split In Batches *Logic*
- 19 **Search Emails for Transaction Amount** Gmail *Service*
- 20 **Check if emails found** If *Logic*
- 21 **Format Emails** Set *Logic*
- 22 **No Emails Found** No Op *Logic*
- 23 **Join emails together** Aggregate *Logic*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 23, with 4 branches, 2 loops or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Gmail
- **Model:** OpenAI

## Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

Does it use AI?

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

How long does it take to set up?

Take your time. At 23 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 23 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%2Fupdate-amazon-transaction-memos-in-ynab-with-gmail)
- **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.

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

## Workflows like it

Also ai assistants, with the same services where possible, closest in size first.

- [**Build a multi-agent system with Qdrant and Gmail** 23 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/build-a-multi-agent-system-with-qdrant-and-gmail)
- [**AI-powered multi-channel customer journey with SMS and OpenAI** 24 steps · calls a model · Gmail, Twilio](https://millionrounds.com/workflow/ai-powered-multi-channel-customer-journey-with-sms-and-opena)
- [**Automated project kickoff with Dropbox MCP and OpenAI** 22 steps · calls a model · Gmail](https://millionrounds.com/workflow/automated-project-kickoff-with-dropbox-mcp-and-openai)
- [**Create AI news digests from RSS feeds with Groq and Gmail** 22 steps · calls a model · Gmail, RSS](https://millionrounds.com/workflow/create-ai-news-digests-from-rss-feeds-with-groq-and-gmail)
- [**Draft dental denial appeal packets from Gmail EOBs with OpenAI** 22 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/draft-dental-denial-appeal-packets-from-gmail-eobs-with-open)
- [**GPT-4.1 mini-powered learning management automation** 24 steps · calls a model · Gmail](https://millionrounds.com/workflow/gpt-4-1-mini-powered-learning-management-automation)