# AI-powered RAG workflow for stock earnings report analysis: n8n workflow

> Started by an event in a connected app, and works across Google Docs, Google Drive, Google Sheets and Pinecone.

Source: https://millionrounds.com/workflow/ai-powered-rag-workflow-for-stock-earnings-report-analysis (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-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.

Medium Calls a model: Gemini, OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-powered-rag-workflow-for-stock-earnings-report-analysis)

**15 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 1 Model 10 Logic 1 Service 3

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

- 1 **Embeddings Google Gemini** Embeddings Google Gemini *Model*
- 2 **Recursive Character Text Splitter** Text Splitter Recursive Character Text Splitter *Model*
- 3 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 4 **Google Gemini Chat Model1** Lm Chat Google Gemini *Model*
- 5 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 6 **Embeddings Google Gemini (retrieval)** Embeddings Google Gemini *Model*
- 7 **List Of Files To Load (Google Sheets)** Google Sheets *Service*
- 8 **Pinecone Vector Store** Vector Store Pinecone *Model*
- 9 **Default Data Loader** Document Default Data Loader *Model*
- 10 **AI Agent** Agent *Model*
- 11 **Vector Store Tool** Tool Vector Store *Model*
- 12 **Pinecone Vector Store (Retrieval)** Vector Store Pinecone *Model*
- 13 **Loop Over Items** Split In Batches *Logic*
- 14 **Save Report to Google Docs** Google Docs *Service*
- 15 **Download File From Google Drive** Google Drive *Service*

## 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.

## 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-powered-rag-workflow-for-stock-earnings-report-analysis)
- **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 Docs](https://millionrounds.com/workflows?service=Google+Docs#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Pinecone](https://millionrounds.com/workflows?service=Pinecone#library)

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

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- [**Automate Jira backlog hygiene and reporting with Slack** 15 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-jira-backlog-hygiene-and-reporting-with-slack)