🔬 Financial reporting AI: concise SEC 10-K/10-Q briefs via OpenRouter + Perplexity

⚡ 97 views · 🔬 Document Extraction & Analysis

Description

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Why skim 10-K/10-Q by hand when AI can extract what matters in minutes?

Who is this for?

Sales engineers, solution architects, founders, product/strategy teams, analysts, and BD reps who need fast, consistent briefs on public companies—plus a mapping to a chosen vendor’s solutions.

Use case

• Problem: SEC filings are dense. Manually summarizing financials, spotting initiatives, and aligning them to a vendor’s offerings is slow, error-prone, and often missed by busy teams.
• Use Case: An n8n workflow that takes a company name / URL / ticker, analyzes the latest 10-Q/10-K with Perplexity “Deep Research” (via OpenRouter), extracts a concise financial overview and top 4–5 initiatives (tech, cost, revenue), then maps them to one vendor’s solutions (e.g., Microsoft, Google, T-Mobile) and outputs a clean brief.

What this workflow does

1. Trigger: “When chat message received” (or webhook) accepts name / URL / ticker + target vendor.

2. AI Agent:

   • Chat Model (OpenRouter) orchestrates the prompt and formatting.

   • Tool: Perplexity Deep Research performs retrieval over the latest 10-K/10-Q and recent references.

3. Output: Creates a Google Drive document from the generated text (title, summary, initiatives, vendor-solution matches, suggested contacts).

• (Optional) Append a row to Google Sheets for tracking companies, initiatives, and match scores.

Prerequisites

• n8n (Cloud or self-hosted).

• Credentials in n8n:

  • OpenRouter API key (with access to Perplexity’s Deep Research model).

  • Google Drive (and Google Sheets, if you add the sheet step).

Setup

• Import the workflow JSON into n8n.

• Open Credentials → connect OpenRouter and Google Drive.

• In the AI Agent node:

  • Set Chat Model to your OpenRouter model.

  • Set Tool to Perplexity’s Deep Research endpoint.

  • Paste the provided prompt that(example):

Summarize the key financial highlights and list the key strategic initiatives from Office Depot’s most recent quarterly report. The company’s URL is https://www.officedepot.com and its stock symbol is ODP.

After gathering this information, compare Office Depot’s initiatives with the solutions offered by T-Mobile for Business (URL: https://www.t-mobile.com/business, stock symbol: TMUS). Finally, provide specific recommendations on T-Mobile solutions that can help Office Depot achieve its initiatives.

Explain how each recommended solution would help. Present the final response with clear headings for each section.

How to customize it for your needs

• Ticker/Name disambiguation: Add a guardrail step that confirms the exchange + CIK before analysis.

• EDGAR fetch (advanced): Pull the exact 10-K/10-Q document/link and pass it to the model for grounded citations.

• Multi-vendor mapping: Loop over a list (e.g., Microsoft, Google Cloud, AWS) and produce a comparison table.

• Contact enrichment: Add your preferred enrichment step to suggest roles (IT, Network, Data, Finance).

• Scoring: Compute initiative ↔ solution fit scores and prioritize must-explore actions.

• Alerts: Send the brief to Slack/Telegram/Email for your team.

Troubleshooting

• Wrong company matched? Add a pre-check that resolves ticker → legal name and require confirmation.

• Generic web summary? Tighten the prompt: “Use the latest 10-Q/10-K; cite sections; list initiatives with evidence.”

• Empty Drive file? Verify the AI Agent’s {{$json}} mappings flow into the Drive node’s content.

• No citations? Require bullet-level references; if missing, loop once with a “citations-only” follow-up prompt.

Why Use This Template?

Turn hours of filing review into a repeatable, shareable brief. You’ll get:

• A clean financial snapshot,

• The company’s top initiatives,

• A vendor-aligned solution map you can act on immediately—great for prospecting, QBRs, and strategic planning.

Expected Outcome:

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Need Assistance?

For setup guidance, customization, or business inquiries, Email: phoenixaiagentsolutions@gmail.com

🔗 Nodes Used

HTTP Request, Markdown, AI Agent, Chat Trigger, OpenRouter Chat Model

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup