WEBVTT 00:00.280 --> 00:06.080 Tracking our finances is really important, so why wouldn't we create the entire automation that handles 00:06.080 --> 00:07.160 the entire process? 00:07.400 --> 00:13.120 Therefore, in this video, we'll be creating this project and which is very simple, that handles actually 00:13.160 --> 00:15.000 our expenses and income. 00:15.240 --> 00:18.960 And now with all that being said, before creating that, let me show you how it works. 00:19.120 --> 00:22.600 So we've got two different automations inside one workflow. 00:22.600 --> 00:25.480 And now we can open the chart because this is the trigger. 00:25.600 --> 00:39.440 And here let's say I can type I bought a car for let's say $12,000 at I don't know, 16th of May. 00:39.680 --> 00:40.400 All right. 00:40.640 --> 00:41.760 Let's run it. 00:41.760 --> 00:43.680 And now the entire automation runs. 00:43.840 --> 00:46.800 And afterwards the data should be saved inside here. 00:46.880 --> 00:51.240 So here we've got description, car purchase cost, date and expense. 00:51.400 --> 00:52.440 Also let's say. 00:53.040 --> 00:53.800 All right. 00:54.480 --> 00:54.880 Yeah. 00:55.240 --> 00:57.760 Um, at um all right. 00:57.760 --> 01:00.330 Let's say 1st of May. 01:03.050 --> 01:10.490 I received $1,000 from my from my side hustle. 01:11.410 --> 01:14.010 Let's actually run it and see what happens. 01:14.450 --> 01:17.130 So here we've got the cart car purchase. 01:17.130 --> 01:19.130 And now let's see. 01:19.130 --> 01:19.890 Let's wait. 01:19.930 --> 01:20.290 All right. 01:20.290 --> 01:26.370 We've got here the in comma which is different type of actually of actually amount. 01:26.370 --> 01:29.250 So there we've got the cost here we've got 1000. 01:29.290 --> 01:31.010 However it's the income. 01:31.330 --> 01:34.250 And in this video we'll be creating this automation. 01:34.250 --> 01:39.170 So with all that being said I'm actually let's get started and let me show you how to create it. 01:39.650 --> 01:45.330 So first things first let's start with the trigger which is actually on a chat message. 01:45.330 --> 01:50.490 So whenever we've got, um, our new message inside the chat, we would like to trigger this automation 01:50.730 --> 01:51.290 right away. 01:51.290 --> 01:54.170 What we can do we can go ahead to our agent. 01:54.290 --> 01:59.460 So let's provide our agent here and there what we want to do here. 01:59.460 --> 02:03.100 And the options we would like to add the system message. 02:03.460 --> 02:07.580 And now in general, let me actually copy my message that I have here. 02:07.700 --> 02:09.260 So you're a helpful assistant. 02:09.260 --> 02:11.540 You are used to save expenses or income. 02:11.700 --> 02:15.540 Always refer to 2025 year. 02:15.580 --> 02:16.180 All right. 02:16.620 --> 02:21.460 And then also we can add an option so max iterations and which is free. 02:21.580 --> 02:22.220 All right. 02:22.420 --> 02:27.060 And now what we can do we can go over there and open the chart. 02:27.260 --> 02:33.100 And for yeah for actually setting up the entire automation we need to provide a trigger. 02:33.100 --> 02:34.660 So sample message. 02:34.780 --> 02:45.140 And there I can type I bought a let's say a bike for $1,200. 02:45.380 --> 02:45.940 All right. 02:45.980 --> 02:50.900 At let's say June 16th. 02:51.820 --> 02:52.380 Okay. 02:52.420 --> 02:54.660 We can just run it and see. 02:54.700 --> 02:55.340 All right. 02:55.380 --> 02:58.230 So this data now is as provided there. 02:58.470 --> 03:03.070 And now we can provide the model which is OpenAI. 03:03.550 --> 03:05.430 Um, let's go over with OpenAI. 03:06.310 --> 03:08.550 Um, here GPT four or mini. 03:08.550 --> 03:11.670 And now it should work again so we can run it. 03:12.550 --> 03:12.750 Um. 03:12.750 --> 03:13.310 Let's see. 03:13.350 --> 03:14.030 All right. 03:14.030 --> 03:16.390 So as you can see right there, we've got our output. 03:16.390 --> 03:17.350 So it works. 03:17.550 --> 03:20.390 Nevertheless, we can also add the memory. 03:20.510 --> 03:24.470 So our agent knows, um, what we typed in the past. 03:24.470 --> 03:25.070 Right. 03:25.110 --> 03:27.750 And here, for example, let's type the five. 03:28.390 --> 03:35.150 And also we can go over and add the tool that will allow us to call another workflow. 03:35.510 --> 03:37.470 Because here in general. 03:37.630 --> 03:38.190 Um, yeah. 03:38.350 --> 03:39.550 We'll be right there. 03:39.630 --> 03:41.990 I'm calling the next, um, yeah. 03:42.030 --> 03:45.670 The next automation right here that will save for us the data. 03:46.390 --> 03:51.950 And now inside what we can do, we can name it as the expense, um, database. 03:52.750 --> 03:53.710 Database. 03:53.710 --> 03:56.440 Base and here actually provide a description. 03:56.440 --> 04:01.520 So call this tool to save the expense. 04:02.040 --> 04:08.800 Um expenses or income to database. 04:09.440 --> 04:10.080 That's right. 04:10.200 --> 04:12.560 And there we need to provide the workflow. 04:12.680 --> 04:19.440 So from which workflow we would, we would like to trigger um like take the um like the parent. 04:19.600 --> 04:20.400 Um automation. 04:20.400 --> 04:21.000 All right. 04:21.040 --> 04:28.520 So here let's go over and provide ID and now go over to the URL and copy this entire ID so I can just 04:28.520 --> 04:29.320 paste it here. 04:30.000 --> 04:32.600 Um we can click back back to canvas. 04:32.920 --> 04:35.440 And there what we can do we can go over. 04:35.480 --> 04:39.560 Close the chart and now provide our um yeah. 04:39.600 --> 04:45.080 Our second automation that will save the expenses or income inside Google Sheets. 04:45.280 --> 04:50.480 So let's add the note and there type X execute. 04:50.480 --> 04:50.960 All right. 04:51.000 --> 04:57.250 However here we would like to go ahead to triggers and click when executed by another workflow. 04:58.090 --> 05:00.290 And there what we actually need to do. 05:00.330 --> 05:06.170 However, before let's add the last step which is edit yeah which is edit fields. 05:07.050 --> 05:08.770 Um it's not necessary. 05:08.810 --> 05:10.250 However I would like to add it. 05:10.250 --> 05:12.490 So here we can type the response. 05:13.010 --> 05:21.010 And there we can map it as the response response and also provide here the variable from there. 05:21.370 --> 05:24.690 So when I run it I can see I've got the response which is response. 05:24.690 --> 05:30.570 I bought a bike for $1,200 at June 16th. 05:30.610 --> 05:31.170 All right. 05:31.490 --> 05:32.570 So it's not necessary. 05:32.610 --> 05:35.970 However we can add it to make it just better. 05:36.250 --> 05:38.250 Nevertheless, for now, let's go over here. 05:38.730 --> 05:46.650 And what we need to do in general for testing purposes, um, we need to set up mock data. 05:46.690 --> 05:52.020 Afterwards, we'll change it and we'll connect like this to, um, automations together so they will 05:52.020 --> 05:53.780 work nevertheless for now. 05:53.780 --> 05:56.540 Before that, we need to provide our custom data. 05:56.700 --> 05:57.860 And now what we can do? 05:58.540 --> 05:59.620 Let's delete it. 06:00.540 --> 06:09.660 Let's provide here the curly bracket and do it by this way so we can provide right now the query query. 06:10.420 --> 06:12.540 All right let me write it. 06:12.580 --> 06:14.100 Query colon. 06:14.100 --> 06:19.580 And there what we can do we can provide here inside collocation. 06:20.140 --> 06:27.820 Um all right um let's save it firstly and um take the data from here. 06:28.260 --> 06:30.260 So from the chart let's open the chart. 06:30.300 --> 06:31.860 And there let's take this data. 06:31.860 --> 06:34.740 So we'll be using that for setting up the entire workflow. 06:34.740 --> 06:36.740 And then I will just delete it. 06:36.740 --> 06:40.380 So again let's go over there and here again do this stuff. 06:40.380 --> 06:44.140 So query inside the quotations. 06:44.660 --> 06:45.100 All right. 06:45.100 --> 06:46.620 Here provide a colon. 06:47.100 --> 06:55.990 And there again provide the quotation mark and just put it here after we do this and we saved it. 06:56.190 --> 07:02.470 Um, and then you can see we've got our query, so we can just pin this entire note. 07:02.510 --> 07:08.150 And afterwards what we can do, we can go over to our extractor extractor. 07:08.190 --> 07:09.670 Information extractor. 07:09.990 --> 07:14.390 And there and we can just separate these specific fields. 07:14.550 --> 07:18.150 So there we'll have actually our description. 07:18.390 --> 07:21.670 So and we bought we bought a bike there. 07:21.710 --> 07:24.230 Um the cost and also the date. 07:24.710 --> 07:28.630 So what we can do we can go over here and provide the following data. 07:29.190 --> 07:31.150 So firstly we'll have the description. 07:31.150 --> 07:35.110 So convert expense to JSON. 07:36.430 --> 07:37.030 All right. 07:37.030 --> 07:41.870 And then we need to just provide the query from our trigger. 07:42.430 --> 07:47.960 So here um afterwards what we want to do um we want to add our attributes. 07:47.960 --> 07:51.640 The first attribute will be cost and this is the number. 07:52.080 --> 07:53.960 And here we can add the description. 07:53.960 --> 08:00.440 So expense cost or income actually or income. 08:01.400 --> 08:03.800 Then we can enable that as required. 08:03.800 --> 08:06.600 We can provide another attribute which is description. 08:08.240 --> 08:16.880 We can leave the string and add expense or income description okay. 08:17.040 --> 08:23.440 Then we can enable that again as required we can add attribute which is the date. 08:24.480 --> 08:28.800 So here date of the operation. 08:29.800 --> 08:31.720 And at the end operation. 08:31.920 --> 08:32.800 Uh yeah. 08:32.840 --> 08:37.520 Be sure you didn't misspell anything and click required. 08:37.520 --> 08:39.600 And at the end we can provide the type. 08:39.800 --> 08:42.400 So type of the operation. 08:42.440 --> 08:42.920 All right. 08:42.960 --> 08:43.920 This is a string. 08:43.960 --> 08:51.170 And this is even either expense or income. 08:51.210 --> 08:53.050 Yeah, and now we can run it. 08:53.290 --> 08:54.810 So we've got a problem. 08:54.850 --> 08:57.250 A model subnet must be connected and enabled. 08:57.570 --> 08:57.890 All right. 08:57.890 --> 09:00.770 So here we need to provide our model I forgot about it. 09:00.930 --> 09:05.170 So there let's provide the OpenAI model here GPT four or mini. 09:05.290 --> 09:07.330 And now let's again test the step. 09:07.810 --> 09:10.050 So let's actually click here and see. 09:10.090 --> 09:14.690 All right so we've got the cost description date and expense. 09:15.010 --> 09:16.210 It's nice. 09:16.210 --> 09:16.690 All right. 09:16.730 --> 09:17.410 What we can do. 09:17.450 --> 09:21.650 Else we can go over here and add our step for Google Sheets. 09:22.690 --> 09:26.170 And there we can provide up and row and sheet. 09:26.450 --> 09:29.170 And here in general I prepared for you the template. 09:29.450 --> 09:34.410 And that actually you can download from the resources of this material. 09:34.650 --> 09:36.530 And in general you will have here the link. 09:36.570 --> 09:40.970 You can click on file and you can click on make a copy a copy. 09:40.970 --> 09:41.490 All right. 09:41.810 --> 09:43.500 So then after you do this is. 09:43.820 --> 09:48.900 You go over here to document and you pick my expenses template there. 09:48.940 --> 09:52.820 You just click sheet one and you just connect the description. 09:52.820 --> 09:56.500 So here description cost date. 09:56.620 --> 09:58.540 And lastly let's provide a type. 09:58.980 --> 10:05.460 And let's test the step and see if the data is fulfilled inside our Google Sheets. 10:05.500 --> 10:05.740 Yeah. 10:05.740 --> 10:09.500 So we've got a description I bought a bike cost date and type. 10:09.860 --> 10:11.260 And now that's pretty it. 10:11.380 --> 10:14.340 Now we need to do something very important. 10:14.660 --> 10:19.540 Firstly let's go over and save actually this entire workflow. 10:20.100 --> 10:21.420 And now what we can do. 10:21.420 --> 10:25.500 We can go over here and then we can unpin the data. 10:25.900 --> 10:26.580 All right. 10:26.820 --> 10:29.620 And we can provide accept all data. 10:30.220 --> 10:32.220 And then we can again save it. 10:32.220 --> 10:33.380 So now what it will do. 10:33.420 --> 10:38.900 It will save actually map all of these parameters and actually variables from here. 10:39.140 --> 10:43.670 And then it will just um, you know, work as a whole. 10:43.790 --> 10:44.990 Let's go over here. 10:45.030 --> 10:46.430 Click click reload. 10:46.590 --> 10:50.270 And now let's provide open chat and let's test it out. 10:50.310 --> 11:05.790 So here I bought a bike for let's say not a bike, maybe a, uh, maybe flowers for $20 on May 14th. 11:05.950 --> 11:09.790 All right, let's run it and let's see if that works. 11:09.950 --> 11:11.510 So here, as you can see. 11:11.870 --> 11:15.550 Uh, yeah, it's connecting to our second automation. 11:15.870 --> 11:23.310 So there when executed by another workflow, let's now click on the Google Sheets and see what flowers 11:23.350 --> 11:25.590 $20 date and type. 11:25.710 --> 11:28.230 So we've got here the expense and that's pretty it. 11:28.270 --> 11:30.310 Afterwards you can just chat with your model. 11:30.310 --> 11:36.550 And they're just you know it's simpler than just going here to Google Sheets and just um, yeah, fulfilling 11:36.550 --> 11:37.950 all of the brackets and so on. 11:37.950 --> 11:39.350 For me it's much better. 11:39.510 --> 11:42.400 So there for an example here you can type. 11:43.040 --> 11:43.440 Mhm. 11:43.880 --> 11:55.560 I earned let's say $2,000 um on June let's say first you can just type it there. 11:55.600 --> 11:57.320 Wait for the model. 11:58.200 --> 11:59.840 So let me show you. 12:00.360 --> 12:05.120 And there you should have the income actually you've got um do you have the income. 12:05.440 --> 12:05.920 Um, no. 12:05.920 --> 12:06.200 All right. 12:06.240 --> 12:08.200 What's what happened actually here? 12:08.760 --> 12:09.120 Um. 12:09.400 --> 12:16.280 All right, we didn't provide, um, their the specific case from my work. 12:16.600 --> 12:25.720 All right, let's go ahead and, um, let's run it from my, uh, work. 12:26.600 --> 12:30.200 Um, I earned from my work $2,000 on June 1st. 12:30.600 --> 12:32.160 Let's see how it works. 12:33.000 --> 12:34.560 Um, well, we have that. 12:36.000 --> 12:41.490 We've got the income, so you need to just specify that it's very important and you need to provide 12:41.490 --> 12:42.370 all of the details. 12:42.370 --> 12:43.330 And that works. 12:43.330 --> 12:45.010 Again, let me actually show you. 12:45.650 --> 12:55.330 I received $1,000 from my side hustle because otherwise we don't have the description. 12:55.330 --> 12:55.890 All right. 12:55.930 --> 13:06.770 From my side hustle up on June 12th and let's go over here again. 13:06.770 --> 13:10.050 Let's provide that and we'll get the income. 13:12.370 --> 13:12.850 Let's wait. 13:12.850 --> 13:13.930 We've got the income. 13:14.170 --> 13:17.010 And now lastly let's provide another case. 13:17.010 --> 13:30.370 So I bought a what we can buy I bought a computer for us I don't know $2,000 at on. 13:30.730 --> 13:37.300 Um yeah September September 23. 13:38.100 --> 13:38.940 Let's run it. 13:38.940 --> 13:40.820 And this is the last example for now. 13:41.900 --> 13:45.260 So you see the real data and how it works. 13:45.260 --> 13:46.580 We've got the expense. 13:46.940 --> 13:49.260 And there where do we have that. 13:49.740 --> 13:52.180 Um we've got here the computer. 13:52.220 --> 13:53.700 Where do we have the computer. 13:54.860 --> 13:59.860 Um let's see, I bought a computer for 2000 on September 23rd. 14:00.500 --> 14:02.100 Um, for a computer. 14:02.140 --> 14:02.540 All right. 14:02.540 --> 14:04.180 We bought a computer. 14:04.500 --> 14:05.980 So it takes some time. 14:06.180 --> 14:09.420 Um, actually, to perform, however everything works. 14:09.420 --> 14:15.820 You can even go over here actually to executions and there, see how it performed, what it provided. 14:15.860 --> 14:18.340 And for sure, the system works perfectly. 14:18.860 --> 14:19.780 Uh, yeah. 14:19.940 --> 14:20.580 That's it. 14:20.620 --> 14:23.020 In this video, we build our expense tracker. 14:23.180 --> 14:27.500 And remember, you can download the template in the resources of this material so you can just, you 14:27.500 --> 14:29.940 know, import this into your workflow and then use it. 14:29.980 --> 14:30.900 It's really useful. 14:30.900 --> 14:32.380 It's very nice to build. 14:32.380 --> 14:36.020 So I hope you enjoyed this automation and I will see you in the next video.