通过Slack使用AI代理在Google Sheets中跟踪个人财务
高级
这是一个Personal Productivity, AI Chatbot领域的自动化工作流，包含 24 个节点。主要使用 Code, Merge, Slack, GoogleSheets, SlackTrigger 等节点。 通过Slack使用AI代理在Google Sheets中跟踪个人财务
前置要求
- •Slack Bot Token 或 Webhook URL
- •Google Sheets API 凭证
- •Google Gemini API Key
- •PostgreSQL 数据库连接信息
使用的节点 (24)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
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"name": "通过 Slack 使用 AI Agent 在 Google Sheets 中跟踪个人财务",
"tags": [],
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{
"id": "35177fc2-d800-4ef6-b437-c5ef7f9c60dd",
"name": "获取当前余额",
"type": "n8n-nodes-base.googleSheets",
"position": [
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"parameters": {
"options": {
"dataLocationOnSheet": {
"values": {
"range": "A:D",
"rangeDefinition": "specifyRangeA1"
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"mode": "list",
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"credentials": {
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"name": "Google Sheets OAuth2"
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"typeVersion": 4.4
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{
"id": "97cd7db6-1766-4b2f-831d-2929bb3e612e",
"name": "获取活跃债务",
"type": "n8n-nodes-base.googleSheets",
"position": [
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"parameters": {
"options": {
"dataLocationOnSheet": {
"values": {
"range": "A:F",
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{
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"name": "格式化每日消息",
"type": "n8n-nodes-base.code",
"position": [
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"parameters": {
"jsCode": "const data = $input.all();\n\nconst flatData = data.length > 0 && Array.isArray(data[0].json) ? data[0].json : data.map(item => item.json);\n\nconst balanceSheet = flatData.filter(item => item.Date);\nconst debtSheet = flatData.filter(item => item.Person_Name);\n\nconst currentBalance = balanceSheet[balanceSheet.length - 1];\n\nconst activeDebts = debtSheet.filter(item => item.Status === \"Active\");\n\nconst totalActiveDebt = activeDebts.reduce((sum, debt) => sum + debt.Amount, 0);\n\nlet message = `Daily Finance Check - ${new Date().toISOString().split('T')[0]}\\n`;\nmessage += `Current Balance:\\n`;\nmessage += ` Online: ₹${currentBalance.Online_Balance}\\n`;\nmessage += ` Cash: ₹${currentBalance.Cash_Balance}\\n`;\nmessage += ` Total: ₹${currentBalance.Total_Balance}\\n\\n`;\nmessage += `Active Debts:\\n`;\nmessage += ` They owe you: ₹${totalActiveDebt}\\n`;\n\nactiveDebts.forEach(debt => {\n message += ` • ${debt.Person_Name}: ₹${debt.Amount}\\n`;\n});\n\nmessage += `\\nPlease share today's transactions:\\n`;\nmessage += `Example format:\\n`;\nmessage += ` - ₹500 cash travel\\n`;\nmessage += ` - ₹200 online food\\n`;\nmessage += ` - Borrowed ₹1000 from Rahul\\n`;\nmessage += ` - Lent ₹500 to Priya\\n`;\nmessage += ` - Rahul paid back ₹500\\n\\n`;\nmessage += `Reply to this message with your transactions!`;\n\nreturn {\n message: message,\n currentBalance: currentBalance,\n activeDebts: activeDebts,\n totalActiveDebt: totalActiveDebt\n};"
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{
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"name": "发送 Slack 消息",
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"parameters": {
"text": "={{ $json.message }}",
"select": "channel",
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"mode": "list",
"value": ""
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"otherOptions": {
"includeLinkToWorkflow": false
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{
"id": "d57d6590-3a89-48cd-a2b7-966986be0b48",
"name": "AI 代理",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
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"parameters": {
"text": "={{ $json.text }}",
"options": {
"systemMessage": "=# Personal Finance AI Agent\n\nYou are a personal finance management AI agent that processes transactions, updates Google Sheets, and communicates via Slack. \n\n## Available Tools\n\n- **Google Gemini Chat Model** - AI reasoning(you)\n- **Postgres Chat Memory** - Conversation context storage\n- **Think** - Internal reasoning\n- **Calculator** - Balance calculations\n- **Get Balances** - Read \"Balances\" sheet\n- **Get Transactions** - Read \"Transactions\" sheet\n- **Get Debts** - Read \"Debts\" sheet\n- **Append or update row in Transactions** - Write transaction records\n- **Append or update row in Debts** - Write debt records\n- **Append or update row in Balances** - Write balance records\n- **replying to the user** - Send Slack message (ends workflow)\n- for reference in logging dates properly here is the day and time now {{ $now }}\n\n## Database Structure\n\n**Balances Sheet:** Date, Cash_Balance, Online_Balance, Total_Balance \n**Transactions Sheet:** Transaction_ID, Date, Time, Amount, Payment_Type, Category, Transaction_Type, Person_Name, Description, Added_At \n**Debts Sheet:** Person_Name, Amount, Type, Date_Created, Status, Notes\n\n## Workflow\n\n### Phase 1: Analyze & Parse\n\nUse **Think** to analyze the message:\n\n**Non-Transaction Messages:**\n- Greetings → Respond: \"👋 Hi! I'm your finance assistant. Send transactions like: ₹500 cash food, ₹200 online travel\"\n- Help → Explain capabilities\n- \"No transactions\" → Reply: \"Got it! No transactions to record today. 👍\"\n- Unclear → Ask for clarification\n\n**For Transactions, Extract:**\n- Amount (number)\n- Payment type: cash/online (default: online)\n- Category: travel, food, entertainment, utilities, shopping, health, education, other\n- Transaction type: expense, income, borrowed, lent, owed, repaid\n- Person name (required for debt transactions)\n- Description\n\n**Transaction Type Logic:**\n- \"borrowed from X\" → I owe X, balance +amount\n- \"lent to X\" → X owes me, balance -amount\n- \"X paid back\" → balance +amount, Type: repaid\n- \"owe X\" → balance unchanged, Type: owed\n- Regular expense → balance -amount\n- Income → balance +amount\n\nUse **Postgres Chat Memory** to store parsed data.\n\n### Phase 2: Calculate & Preview\n\n1. Use **Get Balances** to read current balances\n2. Use **Calculator** to compute new balances\n3. Format preview message:\n\n```\n📋 Transaction Preview - Please Review:\n\n[For each transaction:]\n[Emoji] ₹[amount] [payment_type] - [category]\nDescription: [description]\n[If person: Person: [name]]\n\n💡 Projected Balance Changes:\n💵 Cash: ₹[current] → ₹[new] ([+/-]₹[change])\n💳 Online: ₹[current] → ₹[new] ([+/-]₹[change])\n📊 Total: ₹[current_total] → ₹[new_total]\n\n[If debts affected:]\n📝 Debt Updates:\n- [Person]: [details]\n\nReply \"yes\"/\"approve\" to proceed or \"no\"/\"cancel\" to abort.\n```\n\n4. Send preview and wait for response\n5. Use **Think** to check approval:\n - **Accept:** \"yes\", \"approve\", \"confirm\", \"ok\", \"proceed\", \"y\", \"correct\", \"looks good\", \"go ahead\"\n - **Reject:** \"no\", \"cancel\", \"abort\", \"stop\", \"n\", \"wrong\", \"don't proceed\"\n\nIf rejected, send: \"🚫 Transaction cancelled. No changes made.\" and stop.\n\n### Phase 3: Update Database (Only After Approval)\n\n1. **Append or update row in Transactions:**\n - Transaction_ID: \"TXN_{timestamp}_{index}\"\n - Date: YYYY-MM-DD\n - Time: HH:MM\n - Added_At: current timestamp\n - All parsed fields\n\n2. **Append or update row in Debts** (if applicable):\n - borrowed → Type: \"I_Owe\", Status: \"Active\"\n - lent → Type: \"They_Owe_Me\", Status: \"Active\"\n - owed → Type: \"I_Owe\", Status: \"Active\"\n - repaid → Type: \"Repaid\", Status: \"Settled\"\n\n3. **Append or update row in Balances:**\n - Date: today (YYYY-MM-DD)\n - Cash_Balance, Online_Balance, Total_Balance (calculated)\n\n### Phase 4: Send Confirmation\n\nUse **replying to the user** with this format:\n\n```\n✅ Successfully logged [N] transaction(s)!\n\n[Emoji] ₹[amount] [payment_type] - [category] ([person if applicable])\n...\n\n💰 Updated Balance:\n💵 Cash: ₹[new_cash] ([+/-]₹[change])\n💳 Online: ₹[new_online] ([+/-]₹[change])\n📊 Total: ₹[total]\n\n[If debts updated:]\n📝 Active Debts:\n- [Person]: ₹[amount] ([Type])\n\nDate & time: ([date and time of logging])\n\nAll records updated successfully! 🎉\n```\n\n## Emojis\n\n**Transaction Types:** Expense 💸 | Income 💰 | Borrowed 🔴 | Lent 💚 | Repaid ✅ | Owed ⚠️\n\n**Categories:** Food 🍔 | Travel 🚗 | Entertainment 🎬 | Utilities 💡 | Shopping 🛍️ | Health 🏥 | Education 📚 | Other 📦\n\n## Error Handling\n\nFor any errors, send clear message and stop:\n- Unclear format → \"❌ I couldn't parse your transactions. Use format: ₹500 cash food, ₹200 online travel\"\n- Missing person for debt → \"❌ Debt transactions require a person's name. Example: borrowed ₹1000 from Rahul\"\n- Database errors → \"❌ Error [reading/updating] records: [brief error]. Please try again.\"\n\n## Decision Flow\n\n```\nMessage received\n↓\nThink: Is this a transaction?\n├─ NO → Reply appropriately, end\n└─ YES → Parse & store in memory\n ↓\n Get current balances\n ↓\n Calculate new balances\n ↓\n Send preview & wait for approval\n ↓\n Think: Approved?\n ├─ NO → Send cancellation, end\n └─ YES → Update Transactions\n ↓\n Update Debts (if needed)\n ↓\n Update Balances\n ↓\n Send confirmation, end\n```\n\n## Key Reminders\n\n- Always use **Think** before decisions\n- Use **Postgres Chat Memory** to maintain conversation context\n- Use **Calculator** for all balance computations\n- Generate Transaction_ID for each transaction: \"TXN_{timestamp}_{index}\"\n- Timestamps are auto-handled by database\n- Every workflow path ends with **replying to the user**"
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{
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"position": [
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"credentials": {
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"name": "Google Gemini API"
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{
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"name": "思考",
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{
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"name": "计算器",
"type": "@n8n/n8n-nodes-langchain.toolCalculator",
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"parameters": {},
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{
"id": "85be0e80-a596-4050-9944-b05b054e29b9",
"name": "获取余额",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
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992
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": ""
},
"documentId": {
"__rl": true,
"mode": "list",
"value": ""
},
"descriptionType": "manual",
"toolDescription": "Get row(s) in Balances sheet from Google Sheets"
},
"credentials": {
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"id": "",
"name": "Google Sheets OAuth2"
}
},
"typeVersion": 4.7
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{
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"name": "获取交易",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
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],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": ""
},
"documentId": {
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"mode": "list",
"value": ""
},
"descriptionType": "manual",
"toolDescription": "Get row(s) in Transactions sheet from Google Sheets"
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "",
"name": "Google Sheets OAuth2"
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},
"typeVersion": 4.7
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{
"id": "dd1bce62-897c-4bfa-ae16-26170bebff47",
"name": "获取债务",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
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],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": ""
},
"documentId": {
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"mode": "list",
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},
"descriptionType": "manual",
"toolDescription": "Get row(s) in Debts sheet from Google Sheets"
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"name": "Postgres 聊天记忆",
"type": "@n8n/n8n-nodes-langchain.memoryPostgresChat",
"position": [
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992
],
"parameters": {
"tableName": "n8n_chat_history_finance",
"sessionKey": "finance_tracker_session",
"sessionIdType": "customKey"
},
"credentials": {
"postgres": {
"id": "",
"name": "PostgreSQL"
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},
"typeVersion": 1.3
},
{
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"name": "回复用户",
"type": "n8n-nodes-base.slack",
"position": [
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688
],
"parameters": {
"text": "={{ $json.output }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": ""
},
"otherOptions": {
"includeLinkToWorkflow": false
}
},
"credentials": {
"slackApi": {
"id": "",
"name": "Slack API"
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},
"typeVersion": 2.3
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{
"id": "0dda1a8e-684c-4505-98f4-8cd92b67a85a",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 4,
"width": 1728,
"height": 736,
"content": "## 代理"
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{
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"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
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"parameters": {
"color": 5,
"width": 1360,
"height": 416,
"content": "## 定时检查"
},
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{
"id": "42e14b01-4f61-4191-96b8-87b8c8109910",
"name": "便签 2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-528,
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"parameters": {
"width": 656,
"height": 1168,
"content": "# 个人财务追踪器 AI Agent"
},
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{
"id": "91e00b24-5e03-4d22-b2f5-618c59e3e0af",
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"type": "n8n-nodes-base.stickyNote",
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"parameters": {
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"height": 208,
"content": "## 检索数据"
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{
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"name": "便签 4",
"type": "n8n-nodes-base.stickyNote",
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"parameters": {
"width": 496,
"height": 224,
"content": "## 添加/修改数据"
},
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{
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"name": "添加/更新交易",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
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"parameters": {
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"value": {
"Date": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Date__using_to_match_', ``, 'string') }}",
"Time": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Time', ``, 'string') }}",
"Amount": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Amount', ``, 'string') }}",
"Added_At": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Added_At', ``, 'string') }}",
"Category": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Category', ``, 'string') }}",
"Description": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Description', ``, 'string') }}",
"Person_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Person_Name', ``, 'string') }}",
"Payment_Type": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Payment_Type', ``, 'string') }}",
"Transaction_ID": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Transaction_ID', ``, 'string') }}",
"Transaction_Type": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Transaction_Type', ``, 'string') }}"
},
"schema": [
{
"id": "Transaction_ID",
"type": "string",
"display": true,
"removed": false,
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"canBeUsedToMatch": true
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{
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{
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"required": false,
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"defaultMatch": false,
"canBeUsedToMatch": true
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{
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"defaultMatch": false,
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{
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"defaultMatch": false,
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{
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{
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{
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{
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{
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"canBeUsedToMatch": true
}
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{
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"type": "n8n-nodes-base.googleSheetsTool",
"position": [
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"parameters": {
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"value": {
"Type": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Type', ``, 'string') }}",
"Notes": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Notes', ``, 'string') }}",
"Amount": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Amount', ``, 'string') }}",
"Status": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Status', ``, 'string') }}",
"Person_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Person_Name', ``, 'string') }}",
"Date_created": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Date_created', ``, 'string') }}"
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{
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{
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{
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},
"documentId": {
"__rl": true,
"mode": "list",
"value": ""
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "",
"name": "Google Sheets OAuth2"
}
},
"typeVersion": 4.7
},
{
"id": "a74ad1ef-12c5-4713-a8e8-cde55d0c4f26",
"name": "添加/更新余额",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
1744,
1120
],
"parameters": {
"columns": {
"value": {
"Date": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Date__using_to_match_', ``, 'string') }}",
"Cash_Balance": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Cash_Balance', ``, 'string') }}",
"Total_Balance": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Total_Balance', ``, 'string') }}",
"Online_Balance": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Online_Balance', ``, 'string') }}"
},
"schema": [
{
"id": "Date",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Cash_Balance",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Cash_Balance",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Online_Balance",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Online_Balance",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total_Balance",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Total_Balance",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Date"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "list",
"value": ""
},
"documentId": {
"__rl": true,
"mode": "list",
"value": ""
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "",
"name": "Google Sheets OAuth2"
}
},
"typeVersion": 4.7
},
{
"id": "b3fd7483-685a-47ce-aace-6c81f2ee0eb1",
"name": "每日检查触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
288,
272
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 23
}
]
}
},
"typeVersion": 1.2
},
{
"id": "239a0c40-616e-44a3-94f5-13b33cae240e",
"name": "机器人提及触发器",
"type": "n8n-nodes-base.slackTrigger",
"position": [
208,
688
],
"parameters": {
"options": {},
"trigger": [
"app_mention"
],
"channelId": {
"__rl": true,
"mode": "list",
"value": ""
}
},
"credentials": {
"slackApi": {
"id": "",
"name": "Slack API"
}
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"callerPolicy": "workflowsFromSameOwner",
"executionOrder": "v1",
"saveExecutionProgress": true
},
"connections": {
"Merge": {
"main": [
[
{
"node": "Format Daily Message",
"type": "main",
"index": 0
}
]
]
},
"Think": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"AI Agent": {
"main": [
[
{
"node": "replying to the user",
"type": "main",
"index": 0
}
]
]
},
"Get Debts": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Calculator": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Get Balances": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Get Active Debts": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 1
}
]
]
},
"Get Transactions": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Bot Mention trigger": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"Get Current Balance": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 0
}
]
]
},
"Format Daily Message": {
"main": [
[
{
"node": "Send Slack Message",
"type": "main",
"index": 0
}
]
]
},
"Postgres Chat Memory": {
"ai_memory": [
[
{
"node": "AI Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"Adding/updating debts": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Daily checkin trigger": {
"main": [
[
{
"node": "Get Current Balance",
"type": "main",
"index": 0
},
{
"node": "Get Active Debts",
"type": "main",
"index": 0
}
]
]
},
"Adding/updating balances": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Google Gemini Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Adding/updating Transactions": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 个人效率, AI 聊天机器人
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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工作流信息
难度等级
高级
节点数量24
分类2
节点类型13
作者
Habeeb Mohammed
@faizAi & Data science engineer | Automation expert who build's systems that deliver a ROI
外部链接
在 n8n.io 查看 →
分享此工作流