Bank AI Agent for Banking Process Automation and Support

An AI agent and automation system built with n8n, OpenAI, Google Sheets, Airtable, and webhooks for banking data synchronization, customer support, and smart retrieval.

Problem

The goal was not just to connect multiple services, but to build a unified AI automation system that synchronizes banking data, reduces manual work, and helps answer user questions based on up-to-date information.
The main challenges included:

• combining data from two bank APIs into one workflow
• synchronizing information with Google Sheets and Airtable
• automating processing, filtering, and batch operations
• ensuring real-time data consistency across systems
• providing users with an AI agent for information search and policy Q&A
• implementing smart retrieval with embeddings and a vector store
• adding validation, error handling, and resilience to complex workflows

Process

The project was built around data orchestration, AI retrieval, and reliable automation logic.

• designed n8n workflows for integrating two banking APIs
• implemented synchronization with Google Sheets and Airtable
• added HTTP requests, data merging, country-based splitting, and filtering logic
• introduced batch processing and real-time sync
• developed an OpenAI-based AI agent for information search, calculations, and policy question answering
• connected embeddings generation and a vector store for smart retrieval
• configured validation, error handling, and data consistency control

Solution

The final result was an AI-driven banking automation system that combines workflow automation, data synchronization, and conversational support in one solution.

Key solutions delivered:

• dual bank API integration
• n8n workflow orchestration
• Google Sheets + Airtable synchronization
• OpenAI conversational agent
• policy Q&A and information search
• average amount calculations
• batch processing and real-time sync
• validation and error handling
• embeddings generation and vector store
• infrastructure for smarter retrieval and consistent operations

Result

The result was a scalable AI automation system that reduced manual entry, automated user support, and improved data consistency across multiple systems.The project combined banking APIs, workflow automation, AI retrieval, and data synchronization into one technical ecosystem that speeds up operations and makes data handling significantly more reliable.