What it is
A financial assistant living in your WhatsApp
A ready-to-import n8n workflow that uses OpenAI to understand natural language messages, Google Sheets as its database, and Evolution API to communicate over WhatsApp. Tell it how much you spent and on what, and it logs, categorizes, and reports back to you - without opening spreadsheets.
If you prefer a hosted service instead of setting up your own server, check out platabot.co - this product is the source code workflow to run your own version with your own data.
How it works
User input
WhatsApp text/voice messages or automated daily, weekly, and monthly triggers.
AI Interpretation
GPT detects if it's an expense, query, report, edit, or help request, extracting amount, category, date, and description.
Validation
Only valid amounts and categories are saved; ambiguous messages prompt for clarification.
Google Sheets storage
Date, phone number, category, amount, description, and type - editable in natural language.
Financial reports
Highest expense, top categories, monthly total - automated or on demand.
User preferences
Each phone number can enable or disable scheduled reports directly from the sheet.
How you talk to it
- › “Spent $45 on fuel yesterday”
- › “What was my highest expense this month?”
- › “Change today's fuel expense to $60”
- › “Delete yesterday's food expense”
- › “Turn off weekly reports”
What's included in your purchase
- ●.json file with the full ready-to-import n8n workflow.
- ●Detailed step-by-step installation, configuration, and integration guide.
- ●Database access with sample test data to practice without real accounts.
- ●Customized prompts used by AI to reason and interpret messages.
- ●Postman test collection to validate all functional endpoints.
- ●Exclusive access to a private Discord channel for direct support.
Frequently asked questions
Do I need to know how to code to use this workflow?
No. The workflow is pre-built and ready to import into n8n - just follow the step-by-step tutorials.
Does it work with GPT-3.5 or do I need GPT-4?
It works with GPT-3.5, but best interpretation results come with GPT-4, especially for ambiguous messages.
Can I resell or white-label this bot as a service for clients?
Yes. You have complete control of the system - you can resell it, host it for clients, or include it in service packages.
Can I use another database instead of Google Sheets?
Yes, although the workflow is designed for Sheets, it easily adapts to Notion, Airtable, MySQL, Postgres, or custom APIs.