Automation library · Research and reporting

AI-powered RAG workflow for stock earnings report analysis

Started by an event in a connected app, and works across Google Docs, Google Drive, Google Sheets and Pinecone. It puts Gemini and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 15 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Gemini, OpenAIRetrieval

Download free
15 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 1Model 10Logic 1Service 3

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

  1. 1Embeddings Google GeminiEmbeddings Google GeminiModel
  2. 2Recursive Character Text SplitterText Splitter Recursive Character Text SplitterModel
  3. 3When clicking ‘Test workflow’Manual triggerStarts it
  4. 4Google Gemini Chat Model1Lm Chat Google GeminiModel
  5. 5OpenAI Chat ModelLm Chat Open AiModel
  6. 6Embeddings Google Gemini (retrieval)Embeddings Google GeminiModel
  7. 7List Of Files To Load (Google Sheets)Google SheetsService
  8. 8Pinecone Vector StoreVector Store PineconeModel
  9. 9Default Data LoaderDocument Default Data LoaderModel
  10. 10AI AgentAgentModel
  11. 11Vector Store ToolTool Vector StoreModel
  12. 12Pinecone Vector Store (Retrieval)Vector Store PineconeModel
  13. 13Loop Over ItemsSplit In BatchesLogic
  14. 14Save Report to Google DocsGoogle DocsService
  15. 15Download File From Google DriveGoogle DriveService

How it's built

Starts on
An event in a connected app
Steps
15, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Google Docs, Google Drive, Google Sheets, Pinecone
Model
Gemini, 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 Docs, Google Drive, Google Sheets and Pinecone accounts, and a key for Gemini and OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls Gemini and 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. 15 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 15 steps before you point it at anything that matters.