Personal Finance Assistant: Query Notion Data via Telegram & WhatsApp AI
Query your Notion personal finance data instantly via Telegram or WhatsApp using Claude AI. Get summarized expenses, income, budgets on your phone without opening Notion.
This workflow turns your Notion-based personal finance tracker into a conversational AI agent accessible via Telegram or WhatsApp. Powered by Claude AI through OpenRouter, it processes natural language queries like 'Total expenses for August' by identifying the relevant Notion database, applying filters, retrieving data, and delivering concise summaries back to your chat.
Ideal for entrepreneurs, freelancers, and professionals managing finances on the go, it eliminates the need to log into Notion. Benefits include instant insights into expenses, income, budgets, and more, saving time and reducing app-switching. Setup requires cloning a Notion finance template, configuring chat credentials, and API keys—making it accessible yet powerful.
Customize by adding databases for assets/liabilities, refining AI prompts for complex queries, or scheduling automated reports. Requires n8n, Telegram bot, OpenRouter, Notion integration, and WhatsApp Business API for seamless multi-channel access.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
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How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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