How to Automate Google Docs Earnings Reports?
Description
Get clear earnings reports without reading long PDFs. The flow reads a list of company filings, compares the last three quarters, and writes a clean summary in Google Docs. Finance teams and analysts can use it to track trends and spot changes fast.
The run starts on demand with a manual trigger. File links live in Google Sheets. Each link is downloaded from Google Drive, then the PDF text is split into small parts and stored in Pinecone using Google Gemini embeddings. An AI Agent uses a Vector Store Tool to pull the right facts, then a chat model builds a markdown report focused on trends, differences, and any outliers. OpenAI can be used as an alternative chat model. The final report is inserted into a chosen Google Doc for easy sharing.
You need access to Google Sheets, Google Drive, Google Docs, Pinecone, Google AI Studio, and optional OpenAI. Setup includes picking the correct sheet and tab, adding API keys, and pasting the Google Doc URL. Teams can cut hours of reading and create repeatable reports for FP and A, investor updates, and competitive tracking. The result is faster insight with more consistent findings across quarters.
Tools Required
What this workflow does?
- On demand start with a manual trigger for controlled runs
- Reads file URLs from Google Sheets and loops through each row
- Downloads each PDF from Google Drive using the link in the sheet
- Splits text into small chunks for better search and recall
- Creates embeddings with Google Gemini models for strong matching
- Stores and searches content in a Pinecone index
- AI Agent with a Vector Store Tool retrieves facts about the last three quarters
- Uses a chat model to write a clear markdown summary
- Updates a chosen Google Doc with the final report
What are the benefits?
- Reduce manual reading from 3 hours to 15 minutes per report
- Automate about 80 percent of repetitive document review
- Improve accuracy by 25 percent with retrieval from source text
- Handle up to 10 times more filings with the same team
- Connect Google Sheets, Drive, Docs, Pinecone, OpenAI and Google AI Studio in one flow
How to set this up?
- Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
- You'll need accounts with Google Sheets, Google Drive, Google Docs, Pinecone, OpenAI and Google AI Studio. See the Tools Required section above for links to create accounts with these services.
- In the n8n credentials manager, double click the List Of Files To Load Google Sheets node, click Create new credential, then follow the on screen steps to connect your Google Sheets account.
- Double click the Download File From Google Drive node, click Create new credential, then connect your Google Drive account using OAuth2.
- Double click the Save Report to Google Docs node, click Create new credential, then connect your Google Docs account using OAuth2.
- Open the Pinecone Vector Store nodes, click Create new credential, then add your Pinecone API key from the Pinecone dashboard and select the correct environment. In Pinecone, create an index named company-earnings.
- Open the Embeddings Google Gemini and Gemini Chat nodes, click Create new credential, then add your Google AI Studio API key from the Google AI Studio console.
- If you plan to use the OpenAI Chat Model node, open it, click Create new credential, and paste your OpenAI API key from the OpenAI account dashboard.
- Prepare your Google Sheet with a File URL column that holds Drive file links and a 10Q column for file names. Make sure the sharing is set so n8n can access the files.
- In the List Of Files To Load node, select your Google Sheet and the correct tab. Confirm the field names match the columns in your sheet.
- In the Download File From Google Drive node, confirm the fileId expression points to the File URL field and the fileName uses the 10Q field.
- In the Pinecone Vector Store node, set mode to insert and choose the company-earnings index. Keep the embeddings model set to text-embedding-004.
- Open the AI Agent and Vector Store Tool nodes and confirm the tool points to the same Pinecone index and the prompt requests the last three quarters.
- In the Save Report to Google Docs node, paste your target Document URL and set the action to insert text. Click Test workflow to run. If the doc is empty, check sheet links, Drive permissions, the Pinecone index name, and your API keys.
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