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Generate M&A due diligence PDF reports with LlamaIndex, OpenAI, Pinecone, and S3

by Khairul Muhtadinadapted from n8n official workflow galleryUpdated Aug 2026
RequiresAAI AgentCCodeDDefault Data LoaderEmbeddings OpenAIEmbeddings OpenAIHTMLHTMLHTTP RequestHTTP RequestOpenAI Chat ModelOpenAI Chat ModelPinecone Vector StorePinecone Vector StoreS3S3Structured Output ParserStructured Output Parser
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HRRetrieve Parsed ContentRetrieve Parsed…WeReceive Upload RequestReceive Upload …CoSplit Uploaded Files + Build Deal IDSplit Uploaded …SIIterate Files for ParsingIterate Files f…HRGet Pinecone Index StatsGet Pinecone In…VSUpsert Chunks to PineconeUpsert Chunks t…Generate Embeddings (Ingest)Generate Embedd…DDPrepare Parsed Text DocumentPrepare Parsed …AgCollect Ingested Deal IDsCollect Ingeste…CoPrepare Analysis ContextPrepare Analysi…AgRun Due Diligence AI AnalysisRun Due Diligen…OpenAI Chat Model (5-mini)OpenAI Chat Mod…OPParse Structured Analysis JSONParse Structure…VSRetrieve Context from PineconeRetrieve Contex…Generate Embeddings (Retrieval)Generate Embedd…CoMap Analysis to Report FieldsMap Analysis to…HtRender DD Report HTMLRender DD Repor…PuRender PDF from HTMLRender PDF from…CTConvert PDF Base64 to Binary FileConvert PDF Bas…Upload Report PDF to S3Upload Report P…CoBuild Public Report URLBuild Public Re…MeMerge Analysis + Report URLMerge Analysis …IfIs Parsing Job Complete?Is Parsing Job …HRUpload File to LlamaParseUpload File to …HRCheck LlamaParse Job StatusCheck LlamaPars…WaWait 10s Before RecheckWait 10s Before…RTReturn API ResponseReturn API Resp…CoNormalize Parsed Text PayloadNormalize Parse…CoCheck Deal Namespace CacheCheck Deal Name…IfCache Hit?CoPrepare S3 File MetadataPrepare S3 File…12345678910111213141516171819202122232425262728293031323334
1/5
STEPS · 34
Starts on an incoming request

Streamline M&A due diligence with AI. This n8n workflow automatically parses financial documents using LlamaIndex, embeds data into Pinecone, and generates comprehensive, AI-driven reports with GPT-5-mini, saving hours of manual review and ensuring consistent, data-backed insights. Why Use This Workflow? Time Savings: Reduces manual document review and report generation from days to minutes. Cost Reduction: Minimizes reliance on expensive human analysts for initial data extraction and summary. Error Prevention: AI-driven analysis ensures consistent data extraction, reducing human error and oversight. Scalability: Effortlessly processes multiple documents and deals in parallel, scaling with your business needs. Ideal For Investment Analysts & Private Equity Firms:** Quickly evaluate target companies by automating the extraction of key financials, risks, and business models from deal documents. M&A Advisors:** Conduct preliminary due diligence efficiently, generating comprehensive overview reports for clients without extensive manual effort.

Tags

n8nreference-onlyagentdocument-default-data-loaderembeddings-open-aihtmllm-chat-open-aioutput-parser-structureds3vector-store-pinecone
Connects
AAI AgentCCodeDDefault Data LoaderembeddingsopenaiEmbeddings OpenAIhtmlHTMLWHTTP Request
CategoryAI Automation
Triggermanual
Complexityadvanced
Nodes31
AddedFeb 13, 2026

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