# Generate company due diligence PDFs with Gemini and SEC EDGAR: n8n workflow

> Started by someone submitting a form, and works across Gmail and RSS. It hands the judgement calls to Gemini.

Source: https://millionrounds.com/workflow/generate-company-due-diligence-pdfs-with-gemini-and-sec-edga (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [AI assistants](https://millionrounds.com/workflows?category=AI+assistants#library)

# Generate company due diligence PDFs with Gemini and SEC EDGAR

Started by someone submitting a form, and works across Gmail and RSS. It hands the judgement calls to Gemini. 18 steps: a working afternoon to understand properly.

Medium Calls a model: Gemini

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-company-due-diligence-pdfs-with-gemini-and-sec-edga)

**18 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 3 Logic 4 Service 10

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

- 1 **When Form Submitted** Form trigger *Starts it*
- 2 **Parse Structured AI Output** Output Parser Structured *Model*
- 3 **Gemini Chat Model** Lm Chat Google Gemini *Model*
- 4 **Fetch SEC Filings** Http Request *Service*
- 5 **Fetch News RSS** Rss Feed Read *Service*
- 6 **Fetch Tech Stack Headers** Http Request *Service*
- 7 **Fetch Glassdoor Sentiment** Http Request *Service*
- 8 **Fetch LinkedIn Headcount** Http Request *Service*
- 9 **Report Generator Agent** Agent *Model*
- 10 **Merge All Research Data** Merge *Logic*
- 11 **Set Gemini Output Fields** Set *Logic*
- 12 **Prepare Research Payload** Set *Logic*
- 13 **Fetch Tech Score Chart** Http Request *Service*
- 14 **Extract Chart Image Data** Extract From File *Service*
- 15 **Build HTML Report** Code *Logic*
- 16 **Post to PDF Converter** Http Request *Service*
- 17 **Download PDF Report** Http Request *Service*
- 18 **Send Email via Gmail** Gmail *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 18
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, RSS
- **Model:** Gemini

## Questions

What does it need to run?

An n8n account, plus your own Gmail and RSS accounts, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls Gemini. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 18 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 18 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%2Fgenerate-company-due-diligence-pdfs-with-gemini-and-sec-edga)
- **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.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[RSS](https://millionrounds.com/workflows?service=RSS#library)

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