Analyze Stock Dividend Reports with AI-Powered Search
Workflow Description
Advanced RAG workflow that loads dividend reports from Google Drive, splits them into logical chunks, generates vector embeddings via Gemini, stores them in Pinecone, and deploys an intelligent agent combining OpenAI and Gemini to answer detailed analysis questions with precision.
How it works
- 1.Automatically load dividend reports from Google Drive
- 2.Split documents into logical sections using recursive character splitting
- 3.Convert sections into numerical embeddings using Gemini's latest model
- 4.Index embeddings in Pinecone vector database for fast retrieval
- 5.Deploy intelligent agent combining OpenAI and Gemini for accurate answers
- 6.Export analysis results and insights to Google Sheets
Use cases
- Extract dividend yield summaries and return metrics from multi-page financial reports
- Answer specific analytical questions about dividend ratios and historical trends
- Compare dividend policies across companies based on official documents
- Set up automated alerts when new dividend policy changes are detected
Requirements
- Google Drive account containing dividend reports in PDF or document format
- Pinecone API key with a pre-configured vector index
- API keys for Google Gemini and OpenAI for language processing
- Connected Google Sheets and Docs accounts for data import and export
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (18)
Pinecone Vector Store
Vector Store Pinecone
Embeddings Google Gemini
Gemini Model
Default Data Loader
Document Default Data Loader
Recursive Character Text Splitter
Text Splitter Recursive Character Text Splitter
Loop Over Items
Split In Batches
When clicking ‘Test workflow’
Manual Trigger
AI Agent
Agent
Vector Store Tool
Tool Vector Store
Google Gemini Chat Model1
Gemini Model
OpenAI Chat Model
OpenAI
Pinecone Vector Store (Retrieval)
Vector Store Pinecone
Save Report to Google Docs
Google Docs
Embeddings Google Gemini (retrieval)
Gemini Model
List Of Files To Load (Google Sheets)
Google Sheets
Download File From Google Drive
Google Drive
Sticky Note
Sticky Note
Sticky Note1
Sticky Note
Sticky Note2
Sticky Note