Ask your finances in chat — answers from your own data

The scenario answers finance questions right in your messenger — it finds the data in your knowledge base and returns a ready summary.

  • Understands plain-words questions
  • Pulls the numbers from your base itself
  • Replies in your messenger with a summary
  • Works across two messengers at once
Notion Tool
Set it upScriptera

How it works

To connect botHelp and Metabase, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Telegram Trigger
  2. Then: Accountant Agent
  3. Then: Send a text message
  4. Then: Send message
  5. Then: Simple Memory
  6. Then: Get Databases Tool
  7. Then: Query Notion Database Pages Tool
  8. Then: Get Notion Database Properties Tool
  9. Then: claude-3.5-sonnet

You can launch this botHelp + Metabase integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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