Customer financial report delivery system with Telegram and Google Sheets

How it works

This workflow receives messages from Telegram using the Telegram Trigger node.

It detects the user’s action (/start or customer name) and decides whether to send a welcome message or perform a customer search.

The system fetches customer and access information from Google Sheets, checks if the user is authorized (based on chat IDs in the “Access” sheet), and then proceeds accordingly.

If access is granted, the workflow aggregates financial and weight data, formats a summary report, and sends it back to the same Telegram chat automatically.

If access is denied or customer data is not found, it sends an appropriate “no permission” or “incorrect name” message to the user.

⚙️ Set up steps

Connect your Telegram Bot API credentials in the Input user2, Send Report2, and related Telegram nodes.