n8n Workshop Poznan - Analyst assistant workshop: AI Agent

Build an agent in 2 hours that reads, categorizes, and records financial data.

About the workshop:

Every month, someone in your company transcribes expenses into a spreadsheet, assigns categories, and answers questions like "How much was spent on marketing last quarter?" In this workshop, you will build an AI agent that does this for you: it reads a Google Sheet, answers questions about the data, and adds new expenses under the correct category.

This workshop is designed for non-technical participants. You won't be writing code; instead, you’ll assemble a workflow using building blocks in n8n. You’ll leave with a working agent, not just notes.

Who is this for?

students, business owners and freelancers, analysts, anyone who wants to see how an AI agent works without getting into programming.

Agenda

Part 1: Introduction to n8n (30 min) Why use n8n in finance: what to automate and what not to n8n anatomy: triggers, nodes, connections AI Agent in n8n: model, tools, memory Security principles: what data to keep out of the model and how to limit agent permissions

Part 2: Hands-on workshop (1.5 h) What to bring Laptop Google account We will provide the n8n instance and the spreadsheet template on-site.

Details

Date: November 18, 2026

Location: Poznan University of Economics and Business - We will provide the exact address in the confirmation of your workshop registration.

Duration: ~ 3 hours Capacity: 30 participants (15 luma.com & meetup.com) | (15 students - Poznan University of Economics and Business)

More info: https://n8n.kozakmichal.pl

Registration and receipt of a participation confirmation are required. After signing up, wait for confirmation of your participation.

Organizer: Michael Kozak & SKN Finansów Przedsiębiorstw KAPITAŁ

​Language: Polish