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RAG Workflow For Stock Earnings Report Analysis

Configured with Agent, Document Default Data Loader, Embeddings Google Gemini, Google Docs, and additional nodes. Review the connections and setup before adapting this template.

Download workflow JSONView files on GitHub ↗15 nodes · MIT
Workflow preview
Data storePinecone Vector StoreVector Store PineconeAI & modelsEmbeddings GoogleGeminiEmbeddings Google GeminiFiles / mediaDefault Data LoaderDocument Default Data Lo…TransformRecursive CharacterText SplitterText Splitter Recursive …RoutingLoop Over ItemsLoop Over ItemsTriggerWhen clicking ‘Testworkflow’Manual TriggerAI & modelsAI AgentAgentAI & modelsVector Store ToolTool Vector StoreAI & modelsGoogle Gemini ChatModel1LM Chat Google GeminiAI & modelsOpenAI Chat ModelOpenAI Chat ModelData storePinecone Vector Store(Retrieval)Vector Store PineconeFiles / mediaSave Report to GoogleDocsGoogle DocsAI & modelsEmbeddings GoogleGemini (retrieval)Embeddings Google GeminiData storeList Of Files To Load(Google Sheets)Google SheetsFiles / mediaDownload File FromGoogle DriveGoogle Drive

Node categories in this workflow

  • Data store
  • AI & models
  • Files / media
  • Transform
  • Routing
  • Trigger

Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.

Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.

How it works

The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.

Workflow node names, types, and operations
NodeCategoryTypeOperation
Pinecone Vector StoreData storeVector Store PineconeSee node parameters
Embeddings Google GeminiAI & modelsEmbeddings Google GeminiSee node parameters
Default Data LoaderFiles / mediaDocument Default Data LoaderSee node parameters
Recursive Character Text SplitterTransformText Splitter Recursive Character Text SplitterSee node parameters
Loop Over ItemsRoutingLoop Over ItemsSee node parameters
When clicking ‘Test workflow’TriggerManual TriggerSee node parameters
AI AgentAI & modelsAgentSee node parameters
Vector Store ToolAI & modelsTool Vector StoreSee node parameters
Google Gemini Chat Model1AI & modelsLM Chat Google GeminiSee node parameters
OpenAI Chat ModelAI & modelsOpenAI Chat ModelSee node parameters
Pinecone Vector Store (Retrieval)Data storeVector Store PineconeSee node parameters
Save Report to Google DocsFiles / mediaGoogle Docsupdate
Embeddings Google Gemini (retrieval)AI & modelsEmbeddings Google GeminiSee node parameters
List Of Files To Load (Google Sheets)Data storeGoogle SheetsSee node parameters
Download File From Google DriveFiles / mediaGoogle Drivedownload

Setup

  1. Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
  2. Connect your own credentials through n8n’s credential store. Replace REPLACE_WITH_* values with your resource identifiers.
  3. Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
  4. Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.

Requirements

An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.

Credential types declared in the source

  • googleDocsOAuth2Api
  • googleDriveOAuth2Api
  • googlePalmApi
  • googleSheetsOAuth2Api
  • openAiApi
  • pineconeApi

Workflow notes

Set up steps

Set up steps

  1. Google Cloud Project & Vertex AI API:
    • Create a Google Cloud project.
    • Enable the Vertex AI API for your project.
  2. Google AI API key:
    • Obtain a Google AI API key from Google AI Studio.
  3. Pinecone account and API key:
    • Create a free account on the Pinecone website.
    • Obtain your API key from your Pinecone dashboard.
    • Create an index named company-earnings in your Pinecone project.
  4. Google Drive - download and save financial documents:
    • Go to a company you want to analize and download their quarterly earnings PDFs
    • Save the PDFs in Google Drive
    • Create a Google Sheet that stores a list of file URLs pointing to the PDFs you downloaded and saved to Google Drive
  5. Configure credentials in your n8n environment for:
    • Google Sheets OAuth2
    • Google Drive OAuth2
    • Google Docs OAuth2
    • Google Gemini(PaLM) Api (using your Google AI API key)
    • Pinecone API (using your Pinecone API key)
  6. Import and configure the workflow:
    • Import this workflow into your n8n instance.
    • Update the List Of Files To Load (Google Sheets) node to point to your Google Sheet.
    • Update the Download File From Google Drive to point to the column where the file URLs are
    • Update the Save Report to Google Docs node to point to your Google Doc where you want the report saved.
RAG Workflow For Stock Earnings Report Analysis

RAG Workflow For Stock Earnings Report Analysis

Purpose and structure

This folder contains the RAG Workflow For Stock Earnings Report Analysis workflow. Its executable nodes use agent, documentDefaultDataLoader, embeddingsGoogleGemini, googleDocs, googleDrive, googleSheets, lmChatGoogleGemini, lmChatOpenAi, manualTrigger, splitInBatches, textSplitterRecursiveCharacterTextSplitter, toolVectorStore, vectorStorePinecone. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

When clicking ‘Test workflow’

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Googledocs/1858_Googledocs_Manual_Automate_Triggered.json MIT; preserve source notices.

Canvas section labels

These name areas of the original canvas; they do not include explanatory instructions.

  • Loading data to Pinecone vector store
  • AI Agent Report Generation using RAG

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