# Generate weekly AI equity research reports with Google Sheets: n8n workflow

> Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-weekly-ai-equity-research-reports-with-google-sheet (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)

# 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.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-weekly-ai-equity-research-reports-with-google-sheet)

**26 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**1** Loop or waits

**2** Services it connects to

## The flow

Starts it 1 Model 4 Logic 13 Service 8

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

- 1 **Weekly Equity Research Trigger** Schedule trigger *Starts it*
- 2 **LLM – SWOT Analysis Model** Lm Chat Open Ai *Model*
- 3 **LLM – Risk and Growth Model** Lm Chat Open Ai *Model*
- 4 **Fetch Company List** Google Sheets *Service*
- 5 **Generate SWOT Analysis** Agent *Model*
- 6 **Generate Risks and Growth Outlook** Agent *Model*
- 7 **Filter Enabled Companies** If *Logic*
- 8 **Parse SWOT Output** Code *Logic*
- 9 **Parse Risks and Growth Output** Code *Logic*
- 10 **Iterate Companies** Split In Batches *Logic*
- 11 **Merge All AI Insights** Merge *Logic*
- 12 **Fetch Income Statement** Http Request *Service*
- 13 **Fetch Balance Sheet** Http Request *Service*
- 14 **Fetch Cash Flow** Http Request *Service*
- 15 **Fetch Market Data** Http Request *Service*
- 16 **Build Equity Research Report** Code *Logic*
- 17 **Normalize Income Statement Data** Code *Logic*
- 18 **Normalize Balance Sheet Data** Code *Logic*
- 19 **Normalize Cash Flow Data** Code *Logic*
- 20 **Normalize Market News Data** Code *Logic*
- 21 **Render Research Report to PDF** Htmlcsstopdf *Service*
- 22 **Merge Financials and News** Merge *Logic*
- 23 **Validate PDF Generation** If *Logic*
- 24 **Compute Financial and Market Signals** Code *Logic*
- 25 **Log Report Metadata** Google Sheets *Service*
- 26 **Send Email Equity Research Report** Gmail *Service*

## 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.

## 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-weekly-ai-equity-research-reports-with-google-sheet)
- **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)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

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

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- [**Generate multi-period financial reports from Google Sheets** 25 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/generate-multi-period-financial-reports-from-google-sheets)