使用 AI 和 Gmail 自动更新 YNAB 中的亚马逊交易备注
高级
这是一个Document Extraction, AI Summarization领域的自动化工作流，包含 30 个节点。主要使用 If, Set, Wait, Gmail, Webhook 等节点。 使用 AI 和 Gmail 自动更新 YNAB 中的亚马逊交易备注
前置要求
- •Google 账号和 Gmail API 凭证
- •HTTP Webhook 端点（n8n 会自动生成）
- •可能需要目标 API 的认证凭证
- •OpenAI API Key
使用的节点 (30)
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
{
"meta": {
"instanceId": "03e9d14e9196363fe7191ce21dc0bb17387a6e755dcc9acc4f5904752919dca8",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "6ee18fe3-405a-49a3-8f86-11ccefda3548",
"name": "当点击“测试工作流”时",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-864,
160
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5571fbfd-9c84-445a-9972-792dcb2a9e42",
"name": "检查下一笔交易",
"type": "n8n-nodes-base.noOp",
"position": [
2752,
32
],
"parameters": {},
"typeVersion": 1
},
{
"id": "d5b14c55-eac1-4bbb-9e94-42a4ebd641e1",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-864,
16
],
"webhookId": "1c756ff4-2cf9-4570-b633-b2d8d193475b",
"parameters": {
"path": "1c756ff4-2cf9-4570-b633-b2d8d193475b",
"options": {},
"authentication": "basicAuth"
},
"credentials": {
"httpBasicAuth": {
"id": "xxrkmwLKTSvujNH4",
"name": "n8n internal"
}
},
"typeVersion": 2.1
},
{
"id": "3bd820de-86fe-4ddf-a876-fc7756cd0162",
"name": "计划触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-864,
-128
],
"parameters": {
"rule": {
"interval": [
{
"field": "hours"
}
]
}
},
"typeVersion": 1.2
},
{
"id": "2810da77-72ac-4ee3-b563-ef0a71d0a5f7",
"name": "计算器",
"type": "@n8n/n8n-nodes-langchain.toolCalculator",
"position": [
2112,
-48
],
"parameters": {},
"typeVersion": 1
},
{
"id": "70f26d90-fffb-491b-9895-32bdd9d29ed5",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1920,
-48
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "jQgIuototc3X8Idi",
"name": "n8n Marketing Open AI"
}
},
"typeVersion": 1.2
},
{
"id": "7df5e6bf-e3b9-41a5-a406-285ff502f665",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-928,
-400
],
"parameters": {
"color": 7,
"width": 720,
"height": 768,
"content": ""
},
"typeVersion": 1
},
{
"id": "34f849a7-fb42-4eb8-951d-ede8d2102381",
"name": "获取所有未批准的交易",
"type": "n8n-nodes-base.httpRequest",
"position": [
-352,
48
],
"parameters": {
"url": "=https://api.ynab.com/v1/budgets/{{ $json.budgetid }}/transactions",
"options": {},
"sendQuery": true,
"authentication": "predefinedCredentialType",
"queryParameters": {
"parameters": [
{
"name": "type",
"value": "unapproved"
}
]
},
"nodeCredentialType": "ynabApi"
},
"credentials": {
"ynabApi": {
"id": "LAMbpNc7ufRN2Yic",
"name": "YNAB account"
},
"httpHeaderAuth": {
"id": "8Yr1tAjoggYWKgcJ",
"name": "YNAB Auth"
}
},
"typeVersion": 4.2
},
{
"id": "79d3aa72-8fce-4367-a6c2-eb0cb59406e6",
"name": "拆分交易记录",
"type": "n8n-nodes-base.splitOut",
"position": [
-96,
48
],
"parameters": {
"options": {},
"fieldToSplitOut": "data.transactions"
},
"typeVersion": 1
},
{
"id": "221a624e-815e-4a56-9096-7e9e3030a2d5",
"name": "提取所需数据",
"type": "n8n-nodes-base.set",
"position": [
128,
48
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "24124c97-17e7-4468-a332-6831e86ea9fb",
"name": "date",
"type": "string",
"value": "={{ $json.date }}"
},
{
"id": "d73d6405-59d7-4b0a-ad73-9bb6aad9f111",
"name": "amount",
"type": "number",
"value": "={{ ($json.amount / 1000).toFixed(2) }}"
},
{
"id": "a9c66b70-5d1b-445c-a13e-64df994f7770",
"name": "account_name",
"type": "string",
"value": "={{ $json.account_name }}"
},
{
"id": "53eae7b8-c39c-4774-8240-856ba70cbb0b",
"name": "payee_name",
"type": "string",
"value": "={{ $json.payee_name }}"
},
{
"id": "da81f003-5597-4bd3-b303-96493bc20519",
"name": "category_name",
"type": "string",
"value": "={{ $json.category_name }}"
},
{
"id": "315e5b5c-aece-4988-b42f-0872d090e0c0",
"name": "import_payee_name_original",
"type": "string",
"value": "={{ $json.import_payee_name_original }}"
},
{
"id": "4bd06ea6-b7d7-411f-a402-cb31e56ad03c",
"name": "approved",
"type": "boolean",
"value": "={{ $json.approved }}"
},
{
"id": "9167c3ce-e2c6-4b30-a1e2-e29910aceebd",
"name": "transaction_id",
"type": "string",
"value": "={{ $json.id }}"
},
{
"id": "ec4079ad-5aed-4bb7-9a06-97631f796ed3",
"name": "account_id",
"type": "string",
"value": "={{ $json.account_id }}"
},
{
"id": "ccdcc857-8465-4455-bd93-59d7d998dc22",
"name": "memo",
"type": "string",
"value": "={{ $json.memo }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e9062f61-44e0-464f-ba76-8303650244a0",
"name": "检查是否为亚马逊购买",
"type": "n8n-nodes-base.if",
"position": [
352,
48
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "19aaf513-c93e-4895-8e16-7aef1e5ed2ba",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $json.payee_name.toLowerCase() }}",
"rightValue": "amazon"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "467f2ece-bf82-4526-ab99-11ebce6e2662",
"name": "检查备注字段是否为空",
"type": "n8n-nodes-base.if",
"position": [
576,
48
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "5330bad2-50b5-470d-8c5a-5a877ec481a5",
"operator": {
"type": "string",
"operation": "empty",
"singleValue": true
},
"leftValue": "={{ $json.memo }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "51438377-a3e4-4224-be1d-2d7b7fb0f63c",
"name": "遍历交易记录",
"type": "n8n-nodes-base.splitInBatches",
"position": [
800,
-16
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "062a5050-9e21-4e16-9126-9b84108a51d0",
"name": "等待5秒以避免速率限制",
"type": "n8n-nodes-base.wait",
"position": [
2992,
32
],
"webhookId": "800d4979-691b-4c02-af75-467ee9e767ad",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "094e245a-ab4a-4b3d-b60c-bac5d23028e8",
"name": "更新交易备注字段",
"type": "n8n-nodes-base.httpRequest",
"position": [
2560,
-240
],
"parameters": {
"url": "=https://api.ynab.com/v1/budgets/{{ $('BudgetID').item.json.budgetid }}/transactions/{{ $('Loop Over Transactions').item.json.transaction_id }}",
"method": "PUT",
"options": {},
"jsonBody": "={\n \"transaction\": {\n \"memo\": \"{{ ($json.output || '')\n .replace(/[\\\\\\n\\r\\t\"]/g, ' ') // remove backslashes, newlines, tabs, quotes\n .replace(/\\s+/g, ' ') // collapse extra spaces\n .trim()\n .slice(0, 499) }}\"\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "ynabApi"
},
"credentials": {
"ynabApi": {
"id": "LAMbpNc7ufRN2Yic",
"name": "YNAB account"
},
"httpHeaderAuth": {
"id": "8Yr1tAjoggYWKgcJ",
"name": "YNAB Auth"
}
},
"typeVersion": 4.2
},
{
"id": "c8db0869-a551-4e56-84bc-d3c99ccd8d83",
"name": "更新错误备注",
"type": "n8n-nodes-base.httpRequest",
"position": [
2528,
32
],
"parameters": {
"url": "=https://api.ynab.com/v1/budgets/{{ $('BudgetID').item.json.budgetid }}/transactions/{{ $('Loop Over Transactions').item.json.transaction_id }}",
"method": "PUT",
"options": {},
"jsonBody": "={\n \"transaction\": {\n \"memo\": \"No valid purchase information found.\"\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "ynabApi"
},
"credentials": {
"ynabApi": {
"id": "LAMbpNc7ufRN2Yic",
"name": "YNAB account"
},
"httpHeaderAuth": {
"id": "8Yr1tAjoggYWKgcJ",
"name": "YNAB Auth"
}
},
"typeVersion": 4.2
},
{
"id": "3c1f3a54-c2ee-4a50-9cea-8ac85cce3bb3",
"name": "按交易金额搜索邮件",
"type": "n8n-nodes-base.gmail",
"notes": "Within 5 day range",
"position": [
1056,
16
],
"webhookId": "a2e46469-783f-4a8e-b079-0dd479b1f485",
"parameters": {
"simple": false,
"filters": {
"q": "={{ ($json.amount * -1).toFixed(2) }}",
"receivedAfter": "={{ $json.date.toDateTime().minus(5,'day') }}",
"receivedBefore": "={{ $json.date.toDateTime().plus(5,'day') }}"
},
"options": {},
"operation": "getAll"
},
"credentials": {
"gmailOAuth2": {
"id": "35",
"name": "Angel Personal Gmail"
}
},
"notesInFlow": true,
"typeVersion": 2.1,
"alwaysOutputData": true
},
{
"id": "3bddaecc-ee49-4b66-bf29-4746385c892d",
"name": "检查是否找到邮件",
"type": "n8n-nodes-base.if",
"position": [
1248,
16
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "7a24b35c-682a-4e58-9538-8d8a46e0e502",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "9d6dc5c7-1a44-437d-b78f-deee027a8b75",
"name": "格式化邮件",
"type": "n8n-nodes-base.set",
"position": [
1472,
-224
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1be94e55-fe3b-4191-98f2-19982bdab5a1",
"name": "message",
"type": "string",
"value": "={{ $json.headers.to }}\n{{ $json.headers.from }}\nDate: {{ $json.date }}\nSubject: {{ $json.subject }}\nText HTML: {{ $json.html }}\n"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "de8842de-e2e3-4ba7-99d2-0abfe8355e1e",
"name": "合并邮件内容",
"type": "n8n-nodes-base.aggregate",
"position": [
1696,
-224
],
"parameters": {
"options": {},
"fieldsToAggregate": {
"fieldToAggregate": [
{
"renameField": true,
"outputFieldName": "messages",
"fieldToAggregate": "message"
}
]
}
},
"typeVersion": 1
},
{
"id": "dbd5a80a-207e-4bfc-9d4f-6f7f47bd5c79",
"name": "备忘录 AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1920,
-224
],
"parameters": {
"text": "=Transaction Information:\nTransaction Date: {{ $('Loop Over Transactions').item.json.date }}\nAmount: {{ $('Loop Over Transactions').item.json.amount }}\nPayee: {{ $('Loop Over Transactions').item.json.payee_name }}\nPayee Line: {{ $('Loop Over Transactions').item.json.import_payee_name_original }}\n\nEmail Information:\n{{ $json.messages }}",
"options": {
"systemMessage": "=You are an intelligent parser and summarizer for purchase confirmation emails. You will receive one or more emails related to an Amazon purchase, including possible duplicates, shipping notices, delivery confirmations, or irrelevant messages.\n\nYour task:\n\n1. **Determine which email(s)** contain the most *complete and accurate purchase information* — that means product names and prices from the order confirmation or payment receipt, not shipping or delivery notices.\n2. **Extract all purchased items and their prices** from the most relevant email(s). If multiple emails contain overlapping information, deduplicate and keep the clearest version.\n3. **Summarize** the purchase in a single, concise line suitable for a YNAB transaction memo, with a strict limit of **499 characters**.\n4. Format your summary as:\n\n ```\n Item1 ($X), Item2 ($Y), Item3 ($Z) — Total $TOTAL\n ```\n\n Abbreviate item names as needed to fit within the limit while keeping them understandable.\n5. If the email set doesn’t contain a valid purchase receipt, respond with:\n\n ```\n No valid purchase information found.\n ```\n\nGuidelines:\n\n* Prioritize **accuracy of prices** and **clarity of product names**.\n* Ignore shipping details, delivery updates, recommendations, or unrelated text.\n* Only include **items actually purchased**.\n* If multiple identical items were bought, include a count like `2x Charger ($15 each)`.\n* If an email contains multiple orders, only include details for the order in question, by figuring out what items in the email match the Transaction Information. Only output items above the Order Total that matches the transaction amount (even if there is no specific amount for each. If there is no specific amount for each item then just output the items without the price, but ensure to include the items).\n\nYou have the following tools to help with calculating values:\n{tools}\n\n\nOutput only the final summary line or no valid purchase line, nothing else.\n"
},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "db7390de-f066-441f-bf54-e8960e69fbba",
"name": "检查 AI 是否能解析项目",
"type": "n8n-nodes-base.if",
"position": [
2304,
-224
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "1837942d-4a55-4e7c-bc6c-cebee7d19648",
"operator": {
"type": "string",
"operation": "notContains"
},
"leftValue": "={{ $json.output }}",
"rightValue": "No valid purchase information found."
}
]
}
},
"typeVersion": 2.2
},
{
"id": "8f7951b9-c3a1-4909-ad55-80b251461002",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-192,
-160
],
"parameters": {
"color": 7,
"width": 720,
"height": 384,
"content": "## 过滤不需要的交易记录"
},
"typeVersion": 1
},
{
"id": "1445b7c0-7691-416a-b794-593fb8cb7e36",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
544,
-176
],
"parameters": {
"color": 7,
"height": 400,
"content": "## 遍历交易记录"
},
"typeVersion": 1
},
{
"id": "7e62c4a0-d0e6-42bc-9a82-489c0e3fcc62",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
-368
],
"parameters": {
"color": 7,
"width": 848,
"height": 592,
"content": "## 分析邮件获取交易数据"
},
"typeVersion": 1
},
{
"id": "1121b31a-268d-47af-841c-34ac45565cf5",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2032,
-416
],
"parameters": {
"color": 7,
"width": 896,
"height": 640,
"content": "## 更新备注字段并继续处理下一笔交易"
},
"typeVersion": 1
},
{
"id": "f92b9e36-eae9-41bc-86cb-cf3bc70019bd",
"name": "便利贴5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1664,
-608
],
"parameters": {
"color": 7,
"width": 352,
"height": 832,
"content": "## 使用 AI 提取信息"
},
"typeVersion": 1
},
{
"id": "3559c8c5-e554-467e-9c28-ea05a2d0d02e",
"name": "便签 6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-656,
-128
],
"parameters": {
"color": 3,
"width": 256,
"height": 352,
"content": "### 更新您的预算 ID"
},
"typeVersion": 1
},
{
"id": "974d2930-8924-4ced-b818-0ff7e6ae2f31",
"name": "未找到邮件",
"type": "n8n-nodes-base.noOp",
"position": [
1600,
32
],
"parameters": {},
"typeVersion": 1
},
{
"id": "209cb59b-fa92-4695-9fcc-14a2d0c31483",
"name": "预算ID",
"type": "n8n-nodes-base.set",
"position": [
-576,
48
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "33f4d69a-598d-4d78-8586-b8b2cd6e2d75",
"name": "budgetid",
"type": "string",
"value": "XXXXX"
}
]
}
},
"typeVersion": 3.4
}
],
"pinData": {
"When clicking ‘Test workflow’": [
{}
]
},
"connections": {
"Webhook": {
"main": [
[
{
"node": "BudgetID",
"type": "main",
"index": 0
}
]
]
},
"BudgetID": {
"main": [
[
{
"node": "Get All Unapproved Transactions",
"type": "main",
"index": 0
}
]
]
},
"Calculator": {
"ai_tool": [
[
{
"node": "Memo AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Format Emails": {
"main": [
[
{
"node": "Join emails together",
"type": "main",
"index": 0
}
]
]
},
"Memo AI Agent": {
"main": [
[
{
"node": "Check if AI Able to parse items",
"type": "main",
"index": 0
}
]
]
},
"No Emails Found": {
"main": [
[
{
"node": "Update memo with Error",
"type": "main",
"index": 0
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "BudgetID",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Memo AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Extract Needed Data": {
"main": [
[
{
"node": "Check if Amazon Purchase",
"type": "main",
"index": 0
}
]
]
},
"Join emails together": {
"main": [
[
{
"node": "Memo AI Agent",
"type": "main",
"index": 0
}
]
]
},
"Check if emails found": {
"main": [
[
{
"node": "Format Emails",
"type": "main",
"index": 0
}
],
[
{
"node": "No Emails Found",
"type": "main",
"index": 0
}
]
]
},
"Check Next Transaction": {
"main": [
[
{
"node": "Wait 5 seconds to avoid Rate Limiting",
"type": "main",
"index": 0
}
]
]
},
"Loop Over Transactions": {
"main": [
[],
[
{
"node": "Search Emails for Transaction Amount",
"type": "main",
"index": 0
}
]
]
},
"Split out Transactions": {
"main": [
[
{
"node": "Extract Needed Data",
"type": "main",
"index": 0
}
]
]
},
"Update memo with Error": {
"main": [
[
{
"node": "Check Next Transaction",
"type": "main",
"index": 0
}
]
]
},
"Check if Amazon Purchase": {
"main": [
[
{
"node": "Check if Memo field is Empty",
"type": "main",
"index": 0
}
]
]
},
"Check if Memo field is Empty": {
"main": [
[
{
"node": "Loop Over Transactions",
"type": "main",
"index": 0
}
]
]
},
"Update Transaction Memo Field": {
"main": [
[
{
"node": "Check Next Transaction",
"type": "main",
"index": 0
}
]
]
},
"Check if AI Able to parse items": {
"main": [
[
{
"node": "Update Transaction Memo Field",
"type": "main",
"index": 0
}
],
[
{
"node": "Update memo with Error",
"type": "main",
"index": 0
}
]
]
},
"Get All Unapproved Transactions": {
"main": [
[
{
"node": "Split out Transactions",
"type": "main",
"index": 0
}
]
]
},
"When clicking ‘Test workflow’": {
"main": [
[
{
"node": "BudgetID",
"type": "main",
"index": 0
}
]
]
},
"Search Emails for Transaction Amount": {
"main": [
[
{
"node": "Check if emails found",
"type": "main",
"index": 0
}
]
]
},
"Wait 5 seconds to avoid Rate Limiting": {
"main": [
[
{
"node": "Loop Over Transactions",
"type": "main",
"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 - 文档提取, AI 摘要总结
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。
相关工作流推荐
使用AI自动化Morning Brew风格Reddit摘要并发布至DEV
使用AI自动化Morning Brew风格Reddit摘要并发布至DEV
If
Set
Wait
+13
26 节点Angel Menendez
AI 摘要总结
在可视化参考库中探索n8n节点
在可视化参考库中探索n8n节点
If
Ftp
Set
+93
113 节点I versus AI
其他
潜在客户开发与邮件工作流
使用Google Maps、SendGrid和AI自动化B2B潜在客户开发与邮件营销
If
Set
Code
+21
141 节点Ezema Kingsley Chibuzo
潜在客户开发
宠物店 4
🐶 宠物店预约 AI 代理
If
Set
Code
+41
187 节点Bruno Dias
人工智能
[模板] AI宠物店 v8
🐶 AI宠物店助手 - 集成GPT-4o、Google日历和WhatsApp/Instagram/Facebook
If
N8n
Set
+38
244 节点Amanda Benks
销售
AI 代理餐厅 [模板]
🤖 WhatsApp、Instagram 和 Messenger 的 AI 餐厅助手
If
N8n
Set
+37
239 节点Amanda Benks
其他
工作流信息
难度等级
高级
节点数量30
分类2
节点类型16
作者
Angel Menendez
@djangelicAngel Menendez is a Staff Developer Advocate at n8n.io, specializing in low-code tools for cybersecurity workflows. From Puerto Rico, Angel's tech journey began by helping his father translate technical books. He later started a web development business and transitioned from a career as a flight attendant to cybersecurity engineering. His workflows have saved companies significant time. Outside work, Angel enjoys time with his two sons, riding electric bikes, reading, and exploring new places.
外部链接
在 n8n.io 查看 →
分享此工作流