Automation library · Research and reporting

Generate weekly AI equity research reports with Google Sheets

Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 26 steps, 2 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

Download free
26 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 1Model 4Logic 13Service 8

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

  1. 1Weekly Equity Research TriggerSchedule triggerStarts it
  2. 2LLM – SWOT Analysis ModelLm Chat Open AiModel
  3. 3LLM – Risk and Growth ModelLm Chat Open AiModel
  4. 4Fetch Company ListGoogle SheetsService
  5. 5Generate SWOT AnalysisAgentModel
  6. 6Generate Risks and Growth OutlookAgentModel
  7. 7Filter Enabled CompaniesIfLogic
  8. 8Parse SWOT OutputCodeLogic
  9. 9Parse Risks and Growth OutputCodeLogic
  10. 10Iterate CompaniesSplit In BatchesLogic
  11. 11Merge All AI InsightsMergeLogic
  12. 12Fetch Income StatementHttp RequestService
  13. 13Fetch Balance SheetHttp RequestService
  14. 14Fetch Cash FlowHttp RequestService
  15. 15Fetch Market DataHttp RequestService
  16. 16Build Equity Research ReportCodeLogic
  17. 17Normalize Income Statement DataCodeLogic
  18. 18Normalize Balance Sheet DataCodeLogic
  19. 19Normalize Cash Flow DataCodeLogic
  20. 20Normalize Market News DataCodeLogic
  21. 21Render Research Report to PDFHtmlcsstopdfService
  22. 22Merge Financials and NewsMergeLogic
  23. 23Validate PDF GenerationIfLogic
  24. 24Compute Financial and Market SignalsCodeLogic
  25. 25Log Report MetadataGoogle SheetsService
  26. 26Send Email Equity Research ReportGmailService

How it's built

Starts on
A clock
Steps
26, with 2 branches, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

Does it use AI?

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

How long does it take to set up?

Take your time. At 26 steps it is large: read it before trusting it with anything live.

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 26 steps before you point it at anything that matters.