AI-Powered RAG Workflow For Stock Earnings Report Analysis

n8n template #2741

Summary

This n8n workflow creates a financial analysis tool that generates reports on a company's quarterly earnings using the capabilities of OpenAI GPT-4o-mini, Google's Gemini AI and Pinecone's vector search. By analyzing PDFs of any company's earnings reports from their Investor Relations page, this workflow can answer complex financial questions and automatically compile findings into a structured Google Doc. How it works: Data loading and indexing Fetches links to PDF earnings document from a Google Sheet containing a list of file links. Downloads the PDFs from Google Drive. Parses the PDFs, splits the text into chunks, and generates embeddings using the Embeddings Google AI node (text-embeddi

How to set it up

Open template #2741 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
Create 7 credentials under Credentials → Add credential: Google Sheets, Google Drive, Google Docs, OpenAI Chat Model, Pinecone Vector Store, Embeddings Google Gemini, Google Gemini Chat Model. Then open each of those nodes and pick the credential.
Check the model in the AI Agent node. The template may point at a model your account can't use; swap it for one you have access to.
Click Execute workflow and step through each node's output to confirm the data looks right.
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 "AI-Powered RAG Workflow For Stock Earnings Report Analysis" (https://n8n.io/workflows/2741). It uses: Google Sheets, Google Drive, Google Docs, AI Agent, OpenAI Chat Model, Recursive Character Text Splitter, Pinecone Vector Store, Default Data Loader, Embeddings Google Gemini, Google Gemini Chat Model, Vector Store Question Answer Tool. 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

Google Sheets Google Drive Google Docs AI Agent OpenAI Chat Model Recursive Character Text Splitter Pinecone Vector Store Default Data Loader Embeddings Google Gemini Google Gemini Chat Model Vector Store Question Answer Tool

Questions

Yes. Mihai Farcas published it free on n8n.io as a verified creator, and it has 15K views. It runs on n8n Cloud or a self-hosted n8n instance.

Google Sheets, Google Drive, Google Docs, OpenAI Chat Model, Pinecone Vector Store, Embeddings Google Gemini, Google Gemini Chat Model. The other 4 nodes are built into n8n.

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