Back to Answer finance questions from Xero via WhatsApp, Telegram, Slack, and OpenAI
Card snapshot
n8n-workflow-20422.n8n.io
·
2026-10-07 10:28:12 UTC
·
6883659eec2b0bb02e714e23764ea327db9594a4f1b37d5315cea0025beb4b23
This is a frozen copy of the agent's agent-card.json as we observed it at the timestamp above. We capture a new snapshot every time the card's content hash changes. Useful for: forensic drift analysis, verifying downstream callers see the right version, reproducing routing decisions made historically.
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},
"displayName": "Telegram Trigger",
"typeVersion": 1,
"nodeCategories": [
{
"id": 6,
"name": "Communication"
}
]
},
{
"id": 112,
"icon": "fa:map-signs",
"name": "n8n-nodes-base.switch",
"codex": {
"data": {
"alias": [
"Router",
"If",
"Path",
"Filter",
"Condition",
"Logic",
"Branch",
"Case"
],
"resources": {
"generic": [
{
"url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/",
"icon": "\u2600\ufe0f",
"label": "2021: The Year to Automate the New You with n8n"
},
{
"url": "https://n8n.io/blog/how-to-get-started-with-crm-automation-and-no-code-workflow-ideas/",
"icon": "\ud83d\udc65",
"label": "How to get started with CRM automation (with 3 no-code workflow ideas"
},
{
"url": "https://n8n.io/blog/build-your-own-virtual-assistant-with-n8n-a-step-by-step-guide/",
"icon": "\ud83d\udc66",
"label": "Build your own virtual assistant with n8n: A step by step guide"
},
{
"url": "https://n8n.io/blog/automation-for-maintainers-of-open-source-projects/",
"icon": "\ud83c\udff7\ufe0f",
"label": "How to automatically manage contributions to open-source projects"
}
],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.switch/"
}
]
},
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Flow"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Switch",
"color": "#506000"
},
"iconData": {
"icon": "map-signs",
"type": "icon"
},
"displayName": "Switch",
"typeVersion": 3,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 264,
"icon": "fa:key",
"name": "n8n-nodes-base.crypto",
"codex": {
"data": {
"alias": [
"Encrypt",
"SHA",
"Hash"
],
"details": "The Crypto node allows you to hash and Hmac string in a specified format and sign a string using a private key. Use this node when you want to encrypt your data.",
"resources": {
"generic": [
{
"url": "https://n8n.io/blog/how-to-build-a-low-code-self-hosted-url-shortener/",
"icon": "\ud83d\udd17",
"label": "How to build a low-code, self-hosted URL shortener in 3 steps"
}
],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.crypto/"
}
]
},
"categories": [
"Development",
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Data Transformation"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Crypto",
"color": "#408000"
},
"iconData": {
"icon": "key",
"type": "icon"
},
"displayName": "Crypto",
"typeVersion": 2,
"nodeCategories": [
{
"id": 5,
"name": "Development"
},
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 565,
"icon": "fa:sticky-note",
"name": "n8n-nodes-base.stickyNote",
"codex": {
"data": {
"alias": [
"Comments",
"Notes",
"Sticky"
],
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers"
]
}
}
},
"group": "[\"input\"]",
"defaults": {
"name": "Sticky Note",
"color": "#FFD233"
},
"iconData": {
"icon": "sticky-note",
"type": "icon"
},
"displayName": "Sticky Note",
"typeVersion": 1,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 834,
"icon": "file:code.svg",
"name": "n8n-nodes-base.code",
"codex": {
"data": {
"alias": [
"cpde",
"Javascript",
"JS",
"Python",
"Script",
"Custom Code",
"Function"
],
"details": "The Code node allows you to execute JavaScript in your workflow.",
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.code/"
}
]
},
"categories": [
"Development",
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers",
"Data Transformation"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Code"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "Code",
"typeVersion": 2,
"nodeCategories": [
{
"id": 5,
"name": "Development"
},
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 1250,
"icon": "file:openAi.svg",
"name": "@n8n/n8n-nodes-langchain.openAi",
"codex": {
"data": {
"alias": [
"LangChain",
"ChatGPT",
"Sora",
"DallE",
"whisper",
"audio",
"transcribe",
"tts",
"assistant"
],
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-langchain.openai/"
}
]
},
"categories": [
"AI",
"Langchain"
],
"subcategories": {
"AI": [
"Agents",
"Miscellaneous",
"Root Nodes"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "OpenAI"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "OpenAI",
"typeVersion": 2,
"nodeCategories": [
{
"id": 25,
"name": "AI"
},
{
"id": 26,
"name": "Langchain"
}
]
},
{
"id": 1315,
"icon": "fa:table",
"name": "n8n-nodes-base.dataTable",
"codex": {
"data": {
"alias": [
"data",
"table",
"knowledge",
"data table",
"table",
"sheet",
"database",
"data base",
"mysql",
"postgres",
"postgresql",
"airtable",
"supabase",
"noco",
"notion"
],
"details": "Data table",
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.datatable/"
}
]
},
"categories": [
"Core Nodes",
"Development"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers"
]
}
}
},
"group": "[\"input\",\"transform\"]",
"defaults": {
"name": "Data table"
},
"iconData": {
"icon": "table",
"type": "icon"
},
"displayName": "Data table",
"typeVersion": 1,
"nodeCategories": [
{
"id": 5,
"name": "Development"
},
{
"id": 9,
"name": "Core Nodes"
}
]
}
]
},
"detail": {
"description": "Quick overview This workflow answers finance questions received on WhatsApp (via WAHA) or Telegram by fetching data from Xero, drafting a validated response with OpenAI, optionally posting the result to Slack, and persisting conversation state in an n8n Data Table. How it works 1. Receives an incoming message from WhatsApp via a WAHA webhook (with HMAC verification) or from a Telegram bot trigger. 2. Normalizes the incoming message into a consistent format, applies workflow configuration, and blocks unauthorized senders based on an allowed-users list. 3. Loads the prior conversation state from an n8n Data Table and decides whether the message is a Slack-share follow-up (Yes/No/post) or a new finance request. 4. For new requests, uses OpenAI to classify the intent (accounts receivable, cash position, or bills due this week) and replies with help text if the intent is unknown. 5. Retrieves the connected Xero organisations, selects the correct Xero tenant, and queries the relevant Xero endpoints to build a canonical text summary for the requested report. 6. Uses OpenAI to rewrite the canonical Xero summary as a concise chat response and validates it against the canonical numbers before asking whether to post the update to Slack. 7. Saves the updated conversation state and sends the reply back to the originating channel (WhatsApp via WAHA or Telegram), posting the previous answer to Slack if the user confirms. Setup 1. Connect credentials for Xero OAuth2, OpenAI, Slack, and Telegram, and add HTTP Header Auth credentials for the WAHA send API. 2. Configure WAHA to send message events to the workflow\u2019s webhook URL and set the matching HMAC SHA-512 secret and WAHA base URL. 3. Create an n8n Data Table named \u201cFinance Bot Conversation State\u201d with columns for stateKey, userId, channel, chatId, lastIntent, lastResponse, and pendingSlackConfirmation. 4. Update the workflow configuration values for allowed users, the Slack channel ID, and (if you have multiple Xero organisations) the Xero tenant ID. Additional info Connect with us: Website: https://www.intuz.com/n8n-workflow-automation-templates/ Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz For Custom Workflow Automation Get Started: https://n8n.partnerlinks.io/intuz"
}
}