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Finance Research Analyst v5 - Production

by PankstrUpdated Aug 2026
RequiresGoogle DriveGoogle DriveGoogle DocsGoogle DocsPostgresPostgresGoogle SheetsGoogle SheetsSlack
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IfValid Slack Message?Valid Slack Mes…CoPrepare Slack ContextPrepare Slack C…CoBuild Intent RequestBuild Intent Re…HRIntent ClassifierIntent Classifi…CoParse IntentSwIntent SwitchCoUnknown Intent ResponseUnknown Intent …IfHas Research Inputs?Has Research In…CoResearch Missing Input ResponseResearch Missin…HRCompanies House SearchCompanies House…CoPick Best Company MatchPick Best Compa…IfCompany Match Found?Company Match F…CoCompany Not Found ResponseCompany Not Fou…HRCompanies House ProfileCompanies House…CoWrap ProfileHRCompanies House OfficersCompanies House…CoWrap OfficersHRCompanies House FilingsCompanies House…CoWrap FilingsHRCompany NewsCoWrap Research NewsWrap Research N…HRWebsite SearchCoWrap WebsiteIfHas Ticker?HRAlpha Vantage OverviewAlpha Vantage O…CoWrap Alpha VantageWrap Alpha Vant…CoNo Market Data PlaceholderNo Market Data …MeMerge Research 1MeMerge Research 2MeMerge Research 3MeMerge Research 4MeMerge Research 5CoBuild Research BundleBuild Research …CoBuild Research PromptBuild Research …HRResearch AICoParse Research OutputParse Research …Create Research FolderCreate Research…Create Profile DocCreate Profile …Update Profile DocUpdate Profile …Upsert Company RecordUpsert Company …Save Research MemorySave Research M…Update Client DB ResearchUpdate Client D…CoResearch ResponseResearch Respon…IfHas Pitch Company?Has Pitch Compa…CoPitch Missing Input ResponsePitch Missing I…Load Company RecordLoad Company Re…IfHas Prior Research?Has Prior Resea…CoPitch Missing Research ResponsePitch Missing R…Load Research MemoryLoad Research M…IfHas Research Memory?Has Research Me…Create Pitch FolderCreate Pitch Fo…CoBuild Pitch PromptBuild Pitch Pro…HRPitch AICoParse Pitch OutputParse Pitch Out…Copy Slides TemplateCopy Slides Tem…GSCreate Custom PresentationCreate Custom P…Create Press Release DocCreate Press Re…Update Press Release DocUpdate Press Re…Update Pitch AssetsUpdate Pitch As…Update Client DB PitchUpdate Client D…CoPitch ResponseIfHas Brief Sector?Has Brief Secto…CoBrief Missing Sector ResponseBrief Missing S…HRSector NewsCoWrap Sector NewsHRONS M&A SourceCoWrap ONS M&AMeMerge Brief SourcesMerge Brief Sou…CoBuild Brief BundleBuild Brief Bun…CoBuild Brief PromptBuild Brief Pro…HRBrief AICoParse Brief OutputParse Brief Out…Create Brief FolderCreate Brief Fo…Create Brief DocUpdate Brief DocCoBrief ResponseSend Slack ReplySlSlack Trigger RequestSlack Trigger R…
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STEPS · 93
Starts on a Slack event

On a Slack trigger, researches financial data, stores results in Postgres, Google Drive, Docs and Sheets, and posts reports back to Slack.

Tags

eventadvancedGoogle DriveGoogle DocsMarket ResearchAI Chatbotdiscoveredpending-review
Connects
googledriveGoogle DrivegoogledocsGoogle DocspostgresPostgressheetsGoogle SheetsSlack
CategoryFinance & Accounting
Triggerevent
Complexityadvanced
Nodes78
AddedJun 27, 2026