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Finance Literacy Bot - Chatbot w/ Memory

Configured with Agent, Chat Trigger, Embeddings Hugging Face Inference, HTTP Request, and additional nodes. Review the connections and setup before adapting this template.

Workflow preview
TriggerWhen chat messagereceivedChat TriggerAI & modelsAI AgentAgentAI & modelsGroq Chat ModelLM Chat GroqData storePinecone Vector StoreVector Store PineconeAI & modelsEmbeddings HuggingFaceInference1Embeddings Hugging Face …Data storeFetch User HistoryPostgresCodeCode in JavaScriptCodeTransformParse Gap AnalysisEdit FieldsWeb / APIGroq - Gap AnalysisHTTP RequestData storeUpdate DB - UserInteractionsPostgresData storeUpdate DB - UserKnowledge ProfilePostgresWeb / APIRespond to WebhookRespond To WebhookData storeSimple MemoryMemory Buffer Window

Node categories in this workflow

  • Trigger
  • AI & models
  • Data store
  • Code
  • Transform
  • Web / API

Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.

Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.

How it works

The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.

Workflow node names, types, and operations
NodeCategoryTypeOperation
When chat message receivedTriggerChat TriggerSee node parameters
AI AgentAI & modelsAgentSee node parameters
Groq Chat ModelAI & modelsLM Chat GroqSee node parameters
Pinecone Vector StoreData storeVector Store PineconeSee node parameters
Embeddings HuggingFace Inference1AI & modelsEmbeddings Hugging Face InferenceSee node parameters
Fetch User HistoryData storePostgresexecuteQuery
Code in JavaScriptCodeCodeSee node parameters
Parse Gap AnalysisTransformEdit FieldsSee node parameters
Groq - Gap AnalysisWeb / APIHTTP RequestPOST
Update DB - User InteractionsData storePostgresSee node parameters
Update DB - User Knowledge ProfileData storePostgresexecuteQuery
Respond to WebhookWeb / APIRespond To WebhookSee node parameters
Simple MemoryData storeMemory Buffer WindowSee node parameters

Setup

  1. Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
  2. Connect your own credentials through n8n’s credential store. Replace REPLACE_WITH_* values with your resource identifiers.
  3. Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
  4. Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.

Requirements

An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.

Credential types declared in the source

  • groqApi
  • httpHeaderAuth
  • huggingFaceApi
  • pineconeApi
  • postgres

Workflow notes

Finance Literacy Bot - Chatbot w/ Memory

Finance Literacy Bot - Chatbot w/ Memory

Purpose and structure

This folder contains the Finance Literacy Bot - Chatbot w/ Memory workflow. Its executable nodes use agent, chatTrigger, code, embeddingsHuggingFaceInference, httpRequest, lmChatGroq, memoryBufferWindow, postgres, respondToWebhook, set, vectorStorePinecone. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

When chat message received

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

Nik Bear Brown; rights confirmed 2026-10-19 MIT; preserve source notices.

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