Notion Finance AI Assistant
Ask personal finance questions via Telegram or WhatsApp to instantly query your Notion databases and receive AI-powered summaries of your expenses, budgets, and income.
Tags
Personal Finance AI Assistant
This workflow allows you to interact with your personal finance data stored in Notion by sending queries through Telegram or WhatsApp. It acts as an intelligent accountant agent, understanding your questions and retrieving relevant financial insights from your Notion workspace.
It performs the following steps:
- Listens for incoming messages from Telegram users via a webhook.
- Extracts the message text and user details from the Telegram payload.
- Uses an AI agent with access to Notion tools to find, fetch, and analyze personal finance data based on your query.
- Formats a friendly, summarized response including totals, categories, and time periods.
- Sends the formatted answer back to the user on Telegram.
- Delivers the same answer via WhatsApp message to a configured phone number.
What you need
- A Telegram Bot token set up with a webhook enabled to receive messages.
- A Notion integration connected to the relevant personal finance databases (Financial Transactions, Budget, Funds, Income, Assets and Liabilities).
- API credentials for WhatsApp Business API including phone number ID, access token, and recipient phone number.
- Access to the Needle automation platform where this workflow is deployed.
How the flow works
| Node | Description |
|---|---|
| Webhook Trigger | Receives message updates sent by Telegram when users send a message to your bot. |
| Parse Telegram Message | Extracts text, chat ID, user name, and date range information from the incoming webhook payload to prepare the query input. |
| Personal Finance AI Agent | Searches your Notion workspace, fetches database schemas, filters data by date range, calculates aggregates, and generates a formatted answer. |
| Merge and Format Response | Combines extracted input and AI output, then builds a well-structured message with total amounts, summary, period, and category info for easy reading. |
| Send Response to Telegram | Uses the Telegram API to return the formatted response directly to the user's chat. |
| Send Response to WhatsApp | Sends the same answer as a text message via the WhatsApp Business API to a predetermined WhatsApp contact. |
Output
At the end of the flow, you receive a concise and professional finance summary message on Telegram and WhatsApp. This message includes totals with currency symbols, the time period covered, and a brief summary or explanation. If no matching data is found, it offers suggestions or explains what was searched.
Notes
- The AI agent interprets common finance terms like "this month" automatically using the current date context.
- Ensure your Notion databases follow the expected naming conventions for accurate results.
- Check your Telegram and WhatsApp API credentials and webhook configurations to avoid delivery issues.
- The workflow currently supports queries related to expenses, budgets, income, funds, and assets or liabilities.
- Message formatting uses Markdown in Telegram for readability but remains plain text in WhatsApp due to API limits.
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