AI-Powered RAG Workflow For Stock Earnings Report Analysis
n8n template #2741Summary
Use templateThis 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
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 SheetsGoogle DriveGoogle DocsAI AgentOpenAI Chat ModelRecursive Character Text SplitterPinecone Vector StoreDefault Data LoaderEmbeddings Google GeminiGoogle Gemini Chat ModelVector Store Question Answer Tool
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