# AI crew to automate fundamental stock analysis - Q&A workflow: n8n workflow

> Started by someone opening a chat with it, and works across Google Drive and Qdrant. It puts OpenAI behind a retrieval step, so answers are drawn from...

Source: https://millionrounds.com/workflow/ai-crew-to-automate-fundamental-stock-analysis-q-and-a-workf (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# AI crew to automate fundamental stock analysis - Q&A workflow

Started by someone opening a chat with it, and works across Google Drive and Qdrant. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 14 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-crew-to-automate-fundamental-stock-analysis-q-and-a-workf)

**14 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 4 Model 9 Service 1

The steps in the order they run, from what starts it.

- 1 **When clicking "Execute Workflow"** Manual trigger *Starts it*
- 2 **Recursive Character Text Splitter1** Text Splitter Recursive Character Text Splitter *Model*
- 3 **When chat message received** Chat trigger *Starts it*
- 4 **Webhook** Webhook *Starts it*
- 5 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 6 **Embeddings OpenAI1** Embeddings Open Ai *Model*
- 7 **Embeddings OpenAI** Embeddings Open Ai *Model*
- 8 **Google Drive** Google Drive *Service*
- 9 **Default Data Loader** Document Default Data Loader *Model*
- 10 **Retrieval QA Chain** Chain Retrieval Qa *Model*
- 11 **Qdrant Vector Store1** Vector Store Qdrant *Model*
- 12 **Qdrant Vector Store** Vector Store Qdrant *Model*
- 13 **Respond to Webhook** Respond To Webhook *Starts it*
- 14 **Vector Store Retriever** Retriever Vector Store *Model*

## How it's built

- **Starts on:** Someone opening a chat with it
- **Steps:** 14
- **Size:** Medium: a working afternoon
- **Connects to:** Google Drive, Qdrant
- **Model:** OpenAI
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

An n8n account, plus your own Google Drive and Qdrant accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-crew-to-automate-fundamental-stock-analysis-q-and-a-workf)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Qdrant](https://millionrounds.com/workflows?service=Qdrant#library)

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

- [**Create free Slack Pro alternative with Google Drive** 14 steps · calls a model · Google Drive, Slack](https://millionrounds.com/workflow/create-free-slack-pro-alternative-with-google-drive)
- [**Daily WhatsApp group summarizer – GPT-4o, Google Sheets** 14 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/daily-whatsapp-group-summarizer-gpt-4o-google-sheets)
- [**Evaluation metric: summarization with Gemini and OpenAI** 14 steps · calls a model · Google Drive](https://millionrounds.com/workflow/evaluation-metric-summarization-with-gemini-and-openai)
- [**Translate lab report PDFs for patients with Google Drive** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/translate-lab-report-pdfs-for-patients-with-google-drive)
- [**AI-Powered Jira Bug Reporting with Gmail and Google Drive** 14 steps · Gmail, Google Drive](https://millionrounds.com/workflow/ai-powered-jira-bug-reporting-with-gmail-and-google-drive)
- [**Automate image compression in Google Drive with Tinify API** 14 steps · Gmail, Google Drive](https://millionrounds.com/workflow/automate-image-compression-in-google-drive-with-tinify-api)