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RAG Workflow for Stock Earnings Report Analysis

Finance and investment analysts who review earnings reports and want a drafted summary with sources from the documents.

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ai-powered-rag-workflow-for-stock-earnings-report-analysis.json

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What it does

An n8n workflow template that answers questions about a company's quarterly earnings. It downloads earnings PDFs listed in a Google Sheet, splits them into chunks and stores embeddings in Pinecone. An AI agent then searches that index and saves a structured report as a Google Doc.

Use cases

  1. 01Query quarterly earnings PDFs in plain language
  2. 02Compile findings into a Google Doc report
  3. 03Index investor relations documents for search

Connects

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 about
RAG Workflow for Stock Earnings Report Analysis.

What is RAG Workflow for Stock Earnings Report Analysis used for?

Finance and investment analysts who review earnings reports and want a drafted summary with sources from the documents. An n8n workflow template that answers questions about a company's quarterly earnings. It downloads earnings PDFs listed in a Google Sheet, splits them into chunks and stores embeddings in Pinecone. An AI agent then searches that index and saves a structured report as a Google Doc.

How do I import RAG Workflow for Stock Earnings Report Analysis into n8n?

Copy the workflow JSON from this page and paste it onto the n8n canvas with Ctrl+V or Cmd+V. Then connect your credentials in each node.

Is RAG Workflow for Stock Earnings Report Analysis safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.

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