📈 Generate multi-quarter earnings reports with Google Workspace, Gemini and Pinecone
⚡ 311 views · 📈 Crypto Trading & Stock Market
Description
Quick overview
This workflow ingests quarterly earnings PDFs listed in Google Sheets from Google Drive into a Pinecone vector index using Google Gemini embeddings, then uses an OpenAI-powered agent with Pinecone retrieval to generate a markdown earnings-trend report and save it into Google Docs.
How it works
- Starts when you manually run the workflow.
- Reads a Google Sheets watchlist of earnings-report PDF URLs and iterates through each file.
- Downloads each PDF from Google Drive, splits it into text chunks, and generates embeddings with Google Gemini.
- Stores the embedded chunks in a Pinecone index for semantic search across the uploaded filings.
- Prompts an OpenAI chat model to write a markdown report covering the last three quarters, focusing on differences, trends, and outliers.
- Retrieves supporting passages from Pinecone (using Google Gemini query embeddings) to ground the analysis.
- Inserts the generated markdown report into a target Google Doc.
Setup
- Create a Pinecone index named
company-earningsand add Pinecone credentials for both the insert and retrieval steps. - Add a Google AI (Gemini) API key for the Google Gemini embeddings and chat model used for retrieval.
- Add an OpenAI API key for the chat model that powers the report-writing agent.
- Connect Google Sheets, Google Drive, and Google Docs OAuth credentials, then set your spreadsheet ID/sheet and replace the Google Docs
documentURLwith your target document. - Ensure your Google Sheet includes a
File URLcolumn (and any optional fields like a filename), and update the agent prompt if you want to analyze a company other than Google.
🔗 Nodes Used
Google Sheets, Google Drive, Google Docs, AI Agent, OpenAI Chat Model, Recursive Character Text Splitter
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File