Analyze Stock Dividend Reports with AI-Powered Search
Workflow Description
An advanced workflow that extracts dividend data from reports, organizes it into spreadsheets, and answers questions instantly through an intelligent agent powered by Gemini and OpenAI models.
How it works
- 1.Load report files from Google Drive and split them into manageable text chunks
- 2.Convert text chunks into vector embeddings and store them in Pinecone database
- 3.Process queries through an AI agent that searches embeddings and retrieves precise answers
- 4.Export findings automatically to Google Sheets and documents for record-keeping
Use cases
- Instantly answer analyst questions about specific dividend amounts, payment dates, and eligibility criteria
- Compare dividend policies across companies mentioned in multiple reports without manual review
- Generate executive summaries and comparison tables from hundreds of pages automatically
Requirements
- Active Google accounts (Drive, Docs, Sheets) with proper access permissions
- API keys for Gemini, OpenAI, and Pinecone services
- Report files in PDF or OCR-readable image format
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