Sistema de entrega de informes financieros de clientes (Telegram y Google Sheets)

Avanzado

Este es unSupport Chatbotflujo de automatización del dominio deautomatización que contiene 26 nodos.Utiliza principalmente nodos como If, Code, Merge, Telegram, GoogleSheets. Sistema de entrega de informes financieros de clientes usando Telegram y Google Sheets

Requisitos previos
  • Bot Token de Telegram
  • Credenciales de API de Google Sheets
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "2c73a7b28d9a00cd2e37337bafea971ace8656664cf4a9ade59a7c07533e1b75"
  },
  "nodes": [
    {
      "id": "d0054cc3-5af6-4dec-84ad-ee4096484c74",
      "name": "Resumen agregado2",
      "type": "n8n-nodes-base.code",
      "position": [
        2560,
        112
      ],
      "parameters": {
        "jsCode": "function toNumber(value) {\n  if (!value || value === \"-\" || value === \"\") return 0;\n\n  let v = String(value).replace(/\\//g, \".\");\n\n  v = v.replace(/,/g, \"\").replace(/\\s/g, \"\");\n\n  const num = parseFloat(v);\n  return isNaN(num) ? 0 : num;\n}\n\nlet totalDebitMali = 0;\nlet totalCreditMali = 0;\nlet totalDebitWeight = 0;\nlet totalCreditWeight = 0;\n\nconst accountName = items[0].json[\"customerName\"] || \"NA\";\n\nfor (const item of items) {\n  totalDebitMali += toNumber(item.json[\"you column name\"]);\n  totalCreditMali += toNumber(item.json[\"you column name\"]);\n}\n\nconst balanceMali = totalDebitMali - totalCreditMali;\n\nreturn [\n  {\n    json: {\n      \"accountName\": accountName,\n      totalDebitMali,\n      totalCreditMali,\n      balanceMali,\n\n    }\n  }\n];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "367b28c8-87cd-47ab-93ce-d2568cce674d",
      "name": "Formatear detalles2",
      "type": "n8n-nodes-base.code",
      "position": [
        2784,
        112
      ],
      "parameters": {
        "jsCode": "const item = items[0].json;\n\nconst header = `📊Report name: ${item[\"Your Custom Message\"]}`;\n\nconst text = `${header}\n\n💰Your Custom Name : ${item.totalDebitMali}\n💸Your Custom Name: ${item.totalCreditMali}\n⚖️Your Custom Name: ${item.balanceMali}\n\nreturn [{ json: { text } }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "48c4a6ac-dbbd-475c-b6cd-108257c264e1",
      "name": "Combinar resumen + detalles2",
      "type": "n8n-nodes-base.code",
      "position": [
        3008,
        112
      ],
      "parameters": {
        "jsCode": "const detail = $items(\"Format Details2\")[0].json.text;\nconst s = $items(\"Aggregate Summary2\")[0].json;\n\nconst accountName = Your Custom Message [\"Your Custom Message\"] || \"NA\";\n\nconst summary = `\n👤 Report name:Your Custom Message: ${accountName}\n\n💰 جمع مالی:\nYour Custom Name : ${s.totalDebitMali}\nYour Custom Name : ${s.totalCreditMali}\n`;\n\nreturn [{ json: { summary } }];\n\n\n"
      },
      "typeVersion": 2
    },
    {
      "id": "df7484b2-b2de-40cd-bdbf-ee959efcc908",
      "name": "Entrada usuario2",
      "type": "n8n-nodes-base.telegramTrigger",
      "position": [
        -128,
        176
      ],
      "webhookId": "4e6ae00b-d864-467b-abea-8c9c4de7e43a",
      "parameters": {
        "updates": [
          "message"
        ],
        "additionalFields": {}
      },
      "credentials": {
        "telegramApi": {
          "id": "qkDZ4a4o82vkN3Bz",
          "name": "Your API"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "0faa3a2a-2407-4f71-a03e-57c82dfb6e10",
      "name": "Enviar informe2",
      "type": "n8n-nodes-base.telegram",
      "position": [
        3232,
        112
      ],
      "webhookId": "d52336a7-c783-4592-821c-563f9832746e",
      "parameters": {
        "text": "={{$json[\"summary\"]}}",
        "chatId": "={{$node[\"Input user2\"].json[\"message\"][\"chat\"][\"id\"]}}",
        "additionalFields": {
          "appendAttribution": false
        }
      },
      "credentials": {
        "telegramApi": {
          "id": "qkDZ4a4o82vkN3Bz",
          "name": "Your API"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "e85b3a8f-3cbc-476b-bb5f-3f521bb7c7a2",
      "name": "Verificar coincidencia2",
      "type": "n8n-nodes-base.code",
      "position": [
        1872,
        96
      ],
      "parameters": {
        "jsCode": "const sheetInput = $json || {};\n\nconst userChatId = String($item(0).$json.chatId || \"\").trim();\n\nconst keys = Object.keys(sheetInput);\nconst keyChat1 = keys.find(k => k.replace(/\\s/g, '').toLowerCase() === 'chatid1') || 'chatid1';\nconst keyChat2 = keys.find(k => k.replace(/\\s/g, '').toLowerCase() === 'chatid2') || 'chatid2';\n\nconst accessChatId1 = String(sheetInput[keyChat1] || \"\").trim();\nconst accessChatId2 = String(sheetInput[keyChat2] || \"\").trim();\n\nlet access = \"denied\";\nconsole.log({ userChatId, accessChatId1, accessChatId2 });\nif (userChatId && (userChatId === accessChatId1 || userChatId === accessChatId2)) {\n  access = \"granted\";\n}\n\nreturn [{\n  json: {\n    access,\n    groupName: sheetInput[\"groups\"] || \"\",\n    customerName: $item(0).$json.customerName || \"\",\n    chatId: userChatId,\n    accessChatId1,\n    accessChatId2,\n    foundKeys: { keyChat1, keyChat2 }\n  }\n}];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "7d88a885-dbb9-4cfd-8822-1433f6efa072",
      "name": "Combinar4",
      "type": "n8n-nodes-base.merge",
      "position": [
        992,
        240
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineAll"
      },
      "typeVersion": 3.2
    },
    {
      "id": "3da68029-f281-43e0-80de-4caa0c27a4b3",
      "name": "Obtener fila(s) en hoja (Acceso)2",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1424,
        96
      ],
      "parameters": {
        "options": {},
        "filtersUI": {
          "values": [
            {
              "lookupValue": "={{ $json[\"Groups\"] }}",
              "lookupColumn": "=Customers Group"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1067333283,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ/edit#gid=1067333283",
          "cachedResultName": "Access"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ/edit?usp=drivesdk",
          "cachedResultName": "Henza"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "bS8rdvxUS7Lmu94Z",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.7,
      "alwaysOutputData": true
    },
    {
      "id": "84a544a9-b75f-4a48-bf44-a357d37d46d3",
      "name": "Obtener fila(s) en hoja5",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        2336,
        112
      ],
      "parameters": {
        "options": {},
        "filtersUI": {
          "values": [
            {
              "lookupValue": "={{ $json.customerName }}",
              "lookupColumn": "=customerNam"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ/edit?usp=drivesdk",
          "cachedResultName": "Henza"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "bS8rdvxUS7Lmu94Z",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.7,
      "alwaysOutputData": true
    },
    {
      "id": "fc2fbf1b-ecd3-49ec-bdf4-4e8fe62febf3",
      "name": "Bienvenida1",
      "type": "n8n-nodes-base.telegram",
      "position": [
        544,
        96
      ],
      "webhookId": "d52336a7-c783-4592-821c-563f9832746e",
      "parameters": {
        "text": "=Your Custom Message",
        "chatId": "={{ $json.chatId }}",
        "additionalFields": {
          "appendAttribution": false
        }
      },
      "credentials": {
        "telegramApi": {
          "id": "89hD2RcO1uiV0R8n",
          "name": "Henza"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "a7722ab6-22df-4d7a-a118-6ee6bedd516f",
      "name": "Si4",
      "type": "n8n-nodes-base.if",
      "position": [
        320,
        176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "69b37108-c2fc-4884-944e-1fdc5afa6417",
              "operator": {
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.action.trim() }}",
              "rightValue": "welcome"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "f79a32ce-3892-4978-9346-529be649c73e",
      "name": "Si5",
      "type": "n8n-nodes-base.if",
      "position": [
        1200,
        96
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "6fc1cdd3-e9e9-43fa-aeec-7bc654d32839",
              "operator": {
                "type": "boolean",
                "operation": "equals"
              },
              "leftValue": "={{ $json.found }}",
              "rightValue": "=true"
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "2f99f000-be5c-453b-84af-91af2f72d79b",
      "name": "Ingresar nombre correcto",
      "type": "n8n-nodes-base.telegram",
      "position": [
        1424,
        288
      ],
      "webhookId": "d52336a7-c783-4592-821c-563f9832746e",
      "parameters": {
        "text": "=Your custom Message",
        "chatId": "={{ $('Input user2').item.json.message.chat.id }}",
        "additionalFields": {
          "appendAttribution": false
        }
      },
      "credentials": {
        "telegramApi": {
          "id": "89hD2RcO1uiV0R8n",
          "name": "Henza"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "f48f5043-5bf0-4ad1-85c5-19159d4c1385",
      "name": "Obtener fila(s) en hoja4",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        544,
        384
      ],
      "parameters": {
        "options": {},
        "filtersUI": {
          "values": [
            {
              "lookupValue": "={{ $json.customerName }}",
              "lookupColumn": "=Customer name"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1IyXUau8N_jteJJIslBEXfsljuhjL6Du9MA9LlffbuNU/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/18PuJid97iPGtS4PqgEjaYVkUIM5F4A_bloQqwil0KbQ/edit?usp=drivesdk",
          "cachedResultName": "Henza"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "bS8rdvxUS7Lmu94Z",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.7,
      "alwaysOutputData": true
    },
    {
      "id": "70266fc7-de99-4fdf-b398-0d1525168993",
      "name": "Combinar5",
      "type": "n8n-nodes-base.merge",
      "position": [
        1648,
        96
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineAll"
      },
      "typeVersion": 3.2
    },
    {
      "id": "f95f85b7-b116-4767-8511-1cce706d1425",
      "name": "Si3",
      "type": "n8n-nodes-base.if",
      "position": [
        2112,
        288
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "9cd2a1c2-a9c8-426c-92c4-4117bf1c0f56",
              "operator": {
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.access }}",
              "rightValue": "granted"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "0771c3e8-426e-4ca3-820d-9340fee7f57a",
      "name": "Sin permiso",
      "type": "n8n-nodes-base.telegram",
      "position": [
        2336,
        304
      ],
      "webhookId": "d52336a7-c783-4592-821c-563f9832746e",
      "parameters": {
        "text": "=Your Custom Message",
        "chatId": "={{ $json.chatId }}",
        "additionalFields": {
          "appendAttribution": false
        }
      },
      "credentials": {
        "telegramApi": {
          "id": "89hD2RcO1uiV0R8n",
          "name": "Henza"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "08b78fa2-cb3b-4814-b324-2c01e2f49901",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2048,
        48
      ],
      "parameters": {
        "width": 1376,
        "height": 496,
        "content": "\n"
      },
      "typeVersion": 1
    },
    {
      "id": "0a633d7b-3fee-4078-9750-23afc06fb990",
      "name": "Nota adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1152,
        48
      ],
      "parameters": {
        "color": 3,
        "width": 880,
        "height": 496,
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "d8dbbfa8-cfb2-44be-bbad-8f77e282a909",
      "name": "Nota adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -176,
        560
      ],
      "parameters": {
        "color": 7,
        "width": 1312,
        "height": 656,
        "content": "# 🤖 STEP 1: USER INPUT & DATA FETCH PROCESS\n\nTelegram Trigger (Input user2)\nStarts the workflow when a user sends a message to the Telegram bot.\n→ Passes message data (text, chat ID, username) to next node.\n\nCode Node    \nReads the user message and detects intent:\n\n/start or hi → sets action = welcome\n\nEmpty message → sets action = error\n\nOtherwise → sets action = searchCustomer and extracts customerName.\n\nIf Node (If4)\nChecks if action = welcome.\n→ Yes → Sends welcome message.\n→ No → Continues to Google Sheets search.\n\nGoogle Sheets Node\nLooks up Customer name in the connected sheet.\nReturns customer details if found.\n\nCode Node (Code2)\nAdds a found flag to show whether data exists.\nMerges the result with the chat ID for next step.\n\nMerge Node (Merge4)\nCombines user input and sheet data for further processing in the next workflow step."
      },
      "typeVersion": 1
    },
    {
      "id": "287d415e-ffdc-408a-96d5-06713c352479",
      "name": "Código",
      "type": "n8n-nodes-base.code",
      "position": [
        96,
        176
      ],
      "parameters": {
        "jsCode": "const message = $json.message || {};\nlet text = (message.text || \"\").trim();\n\n\nif ([\"/start\", \"hi\"].includes(text)) {\n  return [{\n    json: {\n      action: \"welcome\",\n      chatId: message.chat?.id,\n      reply: \"Your Custom Message\"\n    }\n  }];\n}\n\nif (!text) {\n  return [{\n    json: {\n      action: \"error\",\n      reply: \"Your Custom Message\"\n    }\n  }];\n}\n\nreturn [{\n  json: {\n    action: \"searchCustomer\",\n    customerName: text,\n    chatId: message.chat?.id,\n    from: message.from?.first_name || \"\",\n    username: message.from?.username || \"\",\n  }\n}];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "9c97999f-4541-4931-89ca-d3544bf5c240",
      "name": "Código2",
      "type": "n8n-nodes-base.code",
      "position": [
        768,
        384
      ],
      "parameters": {
        "jsCode": "const data = $json;\nconst hasData = Object.keys(data).length > 0;\n\nreturn [{\n  json: {\n    ...data,                \n    found: hasData,         \n    chatId: data.chatId || $input.first().json.chatId\n  }\n}];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "5955cbfc-2d71-4ab9-8dd7-94cb8f3bbbd7",
      "name": "Nota adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -896,
        224
      ],
      "parameters": {
        "color": 4,
        "width": 656,
        "height": 800,
        "content": "# How it works\n\nThis workflow receives messages from Telegram using the Telegram Trigger node.\n\nIt detects the user’s action (/start or customer name) and decides whether to send a welcome message or perform a customer search.\n\nThe system fetches customer and access information from Google Sheets, checks if the user is authorized (based on chat IDs in the “Access” sheet), and then proceeds accordingly.\n\nIf access is granted, the workflow aggregates financial and weight data, formats a summary report, and sends it back to the same Telegram chat automatically.\n\nIf access is denied or customer data is not found, it sends an appropriate “no permission” or “incorrect name” message to the user.\n\n# Set up steps\n\nConnect your Telegram Bot API credentials in the Input user2, Send Report2, and related Telegram nodes.\n\nConnect your Google Sheets account and update:\n\ndocumentId → link to your Google Sheet\n\nsheetName → replace with your actual sheet/tab names (“Access”, “Sheet1”, etc.)\n\nlookupColumn → update to match column names used in your sheet (e.g., Customer name, Groups).\n\nReplace placeholder text such as Your Custom Message and Your Custom Name with your actual message texts or variable names.\n\nTest by sending a message to your Telegram bot with either /start or a known customer name.\n\nExpected setup time: 10–15 minutes depending on how your Google Sheets and Telegram bot are configured.\n\nKeep detailed field mapping or transformation logic (column names, sheet IDs) inside sticky notes within your workflow."
      },
      "typeVersion": 1
    },
    {
      "id": "980f9f33-4b9a-440e-911c-642d81eec87e",
      "name": "Nota adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -176,
        48
      ],
      "parameters": {
        "color": 7,
        "width": 1312,
        "height": 496,
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "49a0a734-df6f-42e5-80d3-60d7b80796b6",
      "name": "Nota adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1152,
        560
      ],
      "parameters": {
        "color": 3,
        "width": 880,
        "height": 416,
        "content": "# 🤖 STEP 2: ACCESS VALIDATION PROCESS\n\nIf Node\nChecks if found = true.\n→ Yes: continue to Google Sheets\n→ No: send error message via Telegram\n\nGoogle Sheets Node\nFetches rows from Access Sheet where Customers Group = $json[\"Groups\"].\n\nMerge Node\nCombines data from “If” and “Google Sheets” for validation.\n\nCode Node (Check Match2)\nCompares user chatId with ChatID1 and ChatID2 from sheet.\n→ Returns access: granted or access: denied.\n\nTelegram Node\nSends message “Enter correct name” if no match is found."
      },
      "typeVersion": 1
    },
    {
      "id": "e6658148-61b9-4fff-8820-e71a349329df",
      "name": "Nota adhesiva6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2048,
        560
      ],
      "parameters": {
        "width": 1376,
        "height": 592,
        "content": "# 🤖 STEP 3: REPORT GENERATION & DELIVERY\n\nIf Node (If3)\nChecks if access = granted.\n→ Yes → continue to report generation.\n→ No → send “No permission” message via Telegram.\n\nGoogle Sheets Node (Get row(s) in sheet5)\nRetrieves customer data from Google Sheets based on customerName.\nProvides raw financial data for calculation.\n\nCode Node (Aggregate Summary2)\nCalculates total debit, total credit, and balance.\nCleans and converts numeric values before summing.\n→ Output: { totalDebitMali, totalCreditMali, balanceMali }\n\nCode Node (Format Details2)\nFormats a detailed text report using emojis and labels.\nExample: 💰Debit, 💸Credit, ⚖️Balance.\n\nCode Node (Combine Summary + Details2)\nMerges summary and detail sections into one final report text.\n\nTelegram Node (Send Report2)\nSends the final formatted report back to the user in Telegram.\n\nTelegram Node (No Permission)\nIf access was denied, this node sends a warning or rejection message to the user."
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Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Chatbot de soporte

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos26
Categoría1
Tipos de nodos7
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Enlaces externos
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Categorías

Categorías: 34