Automates financial analysis of company earnings PDFs using RAG, AI agents, and vector search to generate structured Google Docs with insights.
This n8n workflow leverages Retrieval-Augmented Generation (RAG) to analyze quarterly earnings reports from company PDFs. It fetches document links from Google Sheets, downloads PDFs from Google Drive, parses and chunks text, generates embeddings via Google AI (text-embedding-004), and indexes them in Pinecone for semantic search. An AI Agent powered by GPT-4o-mini and Gemini orchestrates querying the vector store to answer complex financial questions.
The workflow delivers actionable reports b
Platform
n8n
Category
HR Management
Price
$24.99
Creator
Matt Buds
RAG
AI Agent
Financial Analysis
Stock Earnings
Pinecone
Google AI
PDF Parsing
Vector Database
Google Drive
Google Sheets
How to import this workflow into n8n
1Purchase or download the workflow to get the n8n workflow JSON file.
2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
3Open each node marked with a credential warning and connect your own accounts and API keys.
4Run the workflow once manually to verify the data flow, then toggle it to Active.