使用O3 CFO和GPT-4.1-mini财务团队自动化财务运营
高级
这是一个Document Extraction, AI Chatbot领域的自动化工作流，包含 18 个节点。主要使用 Agent, AgentTool, ToolThink, ChatTrigger, LmChatOpenAi 等节点。 使用O3 CFO和GPT-4.1-mini财务团队自动化财务运营
前置要求
- •OpenAI API Key
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": "12e6f290a974a1eee154f8d915aade185e90e826260e6aeab8a087ba7386a1bc",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "finance-chat-trigger",
"name": "当收到聊天消息时",
"type": "@n8n/n8n-nodes-langchain.chatTrigger",
"position": [
-2864,
-576
],
"webhookId": "finance-webhook-id",
"parameters": {
"options": {}
},
"typeVersion": 1.1
},
{
"id": "cfo-agent",
"name": "CFO Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-2640,
-816
],
"parameters": {
"options": {}
},
"typeVersion": 2.1
},
{
"id": "finance-think",
"name": "思考",
"type": "@n8n/n8n-nodes-langchain.toolThink",
"position": [
-2512,
-496
],
"parameters": {},
"typeVersion": 1.1
},
{
"id": "fp-agent",
"name": "财务规划分析师",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-2240,
-96
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in financial planning, budgeting, forecasting, and strategic financial modeling"
},
"typeVersion": 2.2
},
{
"id": "accounting-agent",
"name": "会计专员",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1280,
-704
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in bookkeeping, financial statements, tax preparation, and accounting compliance"
},
"typeVersion": 2.2
},
{
"id": "treasury-agent",
"name": "资金与现金管理专员",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1840,
-304
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in cash flow management, treasury operations, banking relationships, and liquidity planning"
},
"typeVersion": 2.2
},
{
"id": "fa-agent",
"name": "财务分析师",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1328,
-80
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in financial analysis, variance analysis, KPI reporting, and performance metrics"
},
"typeVersion": 2.2
},
{
"id": "investment-agent",
"name": "投资与风险分析师",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1744,
-1024
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in investment analysis, risk assessment, financial modeling, and capital allocation"
},
"typeVersion": 2.2
},
{
"id": "audit-agent",
"name": "内部审计与控制专员",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1344,
-1264
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in internal auditing, financial controls, compliance monitoring, and risk management"
},
"typeVersion": 2.2
},
{
"id": "cfo-model",
"name": "OpenAI 聊天模型 CFO",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-2672,
-496
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "o3",
"cachedResultName": "o3"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "fp-model",
"name": "OpenAI 聊天模型1",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-2208,
368
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "accounting-model",
"name": "OpenAI 聊天模型2",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1312,
-496
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "treasury-model",
"name": "OpenAI聊天模型3",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1824,
-144
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "fa-model",
"name": "OpenAI聊天模型4",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1328,
96
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "investment-model",
"name": "OpenAI聊天模型5",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1776,
-768
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "audit-model",
"name": "OpenAI聊天模型6",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1312,
-944
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "finance-header-sticky",
"name": "便签标题",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3808,
-880
],
"parameters": {
"color": 3,
"width": 580,
"height": 320,
"content": "======================================="
},
"typeVersion": 1
},
{
"id": "finance-main-sticky",
"name": "便签主体",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3808,
-544
],
"parameters": {
"color": 3,
"width": 740,
"height": 2500,
"content": "## 💰 **配备财务团队的 CFO AGENT - AI 工作流**"
},
"typeVersion": 1
}
],
"connections": {
"Think": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"Financial Analyst": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"OpenAI Chat Model1": {
"ai_languageModel": [
[
"Financial Planning Analyst",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model2": {
"ai_languageModel": [
[
"Accounting Specialist",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model3": {
"ai_languageModel": [
[
"Treasury & Cash Management Specialist",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model4": {
"ai_languageModel": [
[
"Financial Analyst",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model5": {
"ai_languageModel": [
[
"Investment & Risk Analyst",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model6": {
"ai_languageModel": [
[
"Internal Audit & Controls Specialist",
"ai_languageModel",
0
]
]
},
"Accounting Specialist": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"OpenAI Chat Model CFO": {
"ai_languageModel": [
[
"CFO Agent",
"ai_languageModel",
0
]
]
},
"Investment & Risk Analyst": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"Financial Planning Analyst": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"When chat message received": {
"main": [
[
"CFO Agent",
"main",
0
]
]
},
"Internal Audit & Controls Specialist": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"Treasury & Cash Management Specialist": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
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 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
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节点数量18
分类2
节点类型6
作者
Yaron Been
@yaron-nofluffBuilding AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host If you need any help with Automations, feel free to reach out via linkedin: https://www.linkedin.com/in/yaronbeen/ And check out my Youtube channel: https://www.youtube.com/@YaronBeen/videos
外部链接
在 n8n.io 查看 →
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