Templates / Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude AI

Personal finance assistant: Query Notion data via Telegram & WhatsApp with Claude AI

Ready for 3.0

by Anoop ✓ · 2,017 views · created 2025-08-17 · AI Chatbot, Multimodal AI

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 9 nodes and runs on Telegram events (message). Along the way it connects WhatsApp Business Cloud, Notion, HTTP Request and Telegram and 1 more.

How it runs

Trigger: On Telegram events (message).

  1. Accountant Agent (AI Agent): runs an AI agent, with model: claude-3.5-sonnet; 3 tools (Get Databases Tool, Query Notion Database Pages Tool, Get Notion Database Properties Tool); memory: Simple Memory
  2. Send a text message (Telegram): uses Telegram
  3. Send message (WhatsApp Business Cloud): send

Services it uses

WhatsApp Business CloudNotionHTTP RequestTelegramOpenRouter Chat Model

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (8)

From the author

Query personal finance data in Notion via Telegram and WhatsApp Who’s it for This workflow is for individuals who track their finances in Notion and want quick answers via chat. Entrepreneurs, freelancers, and professionals can use it to check expenses,…

Excerpt from Anoop's description on n8n.io.

View the original on n8n.io → Check your own copy

Get the weekly “what broke” email

New templates, newly broken ones, and n8n release changes. One short email a week.

Form not loading? Subscribe here.