Automated transaction analysis from Google Sheets to AI Agent

• Analyze transaction data by date range and status.
• Automate reporting of sales and refunds.
• Interact with AI for real-time insights on financial data.
• Streamline data retrieval from Google Sheets for analysis.

Trigger workflow on chat message receipt. Retrieve transaction data from Google Sheets. Filter data based on user-defined criteria. Process data through an AI agent for analysis. Aggregate results and provide insights back to the user.

1. 1
   Import the workflow template into your n8n instance.
2. 2
   Connect your Google Sheets account with the necessary credentials.
3. 3
   Set up the AI agent with appropriate configurations.
4. 4
   Define the necessary parameters for date and status filtering.
5. 5
   Test the workflow by sending a chat message to trigger the analysis.