AI Financial Chatbot to Telegram

What This Workflow Does

This workflow creates an AI-powered financial chatbot that answers user queries about stocks and market data using Google Finance information accessed via SerpAPI. The responses are generated by an AI agent and delivered directly to users through Telegram messages and email reports.

It performs the following steps:

1. Listens for incoming questions about financial data via a webhook trigger.
2. Parses and validates the query input, defaulting to an S&P 500 market overview if none is given.
3. Fetches relevant market data from Google Finance through SerpAPI using the ticker symbol.
4. Processes and summarizes the raw financial data to extract key details like summaries, market trends, news, and financials.
5. Merges all gathered data and user input into a single structured dataset.
6. Uses an AI agent to analyze the information and compose a detailed, user-friendly financial report.
7. Sends the generated financial report to the user via Telegram and, if an email is provided, also delivers it as a formatted email.

What You Need

• A Needle platform account with access to workflow automation.
• A SerpAPI API key with Google Finance engine access.
• Telegram Bot API credentials and a Telegram bot connected for sending messages.
• Gmail connector or SMTP setup for sending email reports.

How the Flow Works

Setup Instructions

Step 1: SerpAPI Key

1. Create an account at serpapi.com.
2. Copy your API key.
3. In the workflow, go to Variables and set SERPAPI_KEY (mark it as secret).

Step 2: Telegram Bot

1. Message @BotFather on Telegram.
2. Create a new bot with /newbot.
3. Copy the bot token.
4. Connect your Telegram Bot API connector in the workflow.

Step 3: Gmail

1. Connect your Gmail account via the connector.
2. Update the REPORT_EMAIL variable with your fallback email address.

Step 4: Test

Send a POST request to the webhook URL with a payload like:

{
  "question": "AAPL stock price?",
  "ticker": "AAPL",
  "email": "you@gmail.com",
  "chatId": "123"
}

All fields are optional. If no question or ticker is provided, the workflow defaults to an S&P 500 market overview.

Output

The user receives a professional and concise financial analysis report tailored to their question. The report includes:

• Current price and change
• Key metrics (market cap, P/E ratio, volume, 52-week range)
• Market context and trends
• Brief outlook

The report is delivered as a Telegram message and optionally as an HTML-formatted email.

Notes

• If the user does not provide a specific ticker or question, the workflow defaults to an S&P 500 market overview.
• The AI agent uses fallback tools to search the web if SerpAPI data is unavailable or incomplete.
• Ensure your Telegram bot and Gmail connectors have the required permissions configured.
• The financial data output is kept concise to fit message and email formatting constraints.
• This workflow can be customized to support additional financial instruments like crypto, forex, and commodities by adjusting the prompt and API queries.