AI-Powered RAG Workflow For Stock Earnings Report Analysis

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-embedding-004 model). Stores the embeddings and corresponding text chunks in a Pinecone vector database for semantic search. Report generation with AI agent Utilizes an AI Agent node with a specifically crafted system prompt. The agent orchestrates the entire process. The agent uses a Vector Store Tool to access and retrieve information from the Pinecone database. Report delivery Saves the generated report as a Google Doc in a specified Google Drive location.

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