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Build a Financial Documents Assistant using Qdrant and Mistral.ai

n8n template #2335
This n8n workflow demonstrates how to manage your Qdrant vector store when there is a need to keep it in sync with local files. It covers creating, updating and deleting vector store records ensuring our chatbot assistant is never outdated or misleading. Disclaimer This workflow depends on local files accessed through the local filesystem and so will only work on a self-hosted version of n8n at this time. It is possible to amend this workflow to work on n8n cloud by replacing the local file trigger and read file nodes. How it works A local directory where bank statements are downloaded to is monitored via a local file trigger. The trigger watches for the file create, file changed and file de

How to set it up

  1. Open template #2335 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
  2. Create 3 credentials under Credentials → Add credential: Embeddings Mistral Cloud, Mistral Cloud Chat Model, Qdrant Vector Store. Then open each of those nodes and pick the credential.
  3. Check the model in the Mistral Cloud Chat Model node. The template may point at a model your account can't use; swap it for one you have access to.
  4. Click Execute workflow and step through each node's output to confirm the data looks right.
  5. Toggle the workflow to Active so its trigger runs on its own.

Hand off to your agent

Prompt

Help me set up the n8n workflow "Build a Financial Documents Assistant using Qdrant and Mistral.ai" (https://n8n.io/workflows/2335). It uses: HTTP Request, Question and Answer Chain, Vector Store Retriever, Recursive Character Text Splitter, Default Data Loader, Embeddings Mistral Cloud, Mistral Cloud Chat Model, Qdrant Vector Store. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

Apps and nodes

Questions

Yes. Jimleuk published it free on n8n.io as a verified creator, and it has 17K views. It runs on n8n Cloud or a self-hosted n8n instance.

Embeddings Mistral Cloud, Mistral Cloud Chat Model, Qdrant Vector Store. The other 5 nodes are built into n8n.

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