Automated Financial Report Generation with n8n and Google AI

This n8n workflow automates the comprehensive analysis and reporting of Google’s last three quarters’ earnings data. It integrates multiple services including Google Sheets, Google Drive, and Pinecone vector database, coupled with Google’s Gemini and OpenAI language models, to retrieve, process, and analyze financial PDFs. The workflow starts by fetching quarterly earnings PDFs listed in a Google Sheet, downloading them from Google Drive, and loading them into a Pinecone vector store. Key data is extracted through embeddings and processed in an AI agent, which synthesizes the financial insights into a detailed markdown report. This report is then saved to Google Docs, providing an efficient, AI-driven solution for financial analysis and reporting. Practical use cases include financial analysts, investors, or corporate finance teams looking to automate insights from large financial document collections while maintaining high accuracy and detail.