n8n Earnings Report Automation: PDFs → Pinecone + Gemini

Automate Earnings Trend Reporting: PDFs → Pinecone + Gemini → Google Docs

This n8n workflow turns quarterly earnings PDF filings from your Google Drive into a searchable Pinecone knowledge base, then generates a grounded markdown earnings-trend report (last three quarters) and saves it directly to Google Docs.

What this workflow does

• Manual trigger: Start the automation whenever you want to refresh your report.
• Reads a Google Sheets watchlist: It pulls a list of quarterly earnings PDF URLs from Google Sheets (the watchlist is used to iterate each file).
• Downloads and processes PDFs: For every PDF URL, the workflow downloads the PDF from Google Drive, splits it into text chunks, and prepares it for semantic indexing.
• Creates embeddings with Google Gemini: Each text chunk is embedded using Google Gemini embeddings.
• Indexes into Pinecone: Embedded chunks are stored in a Pinecone vector index (example index name: company-earnings) to enable retrieval across filings.
• Writes a markdown report with an OpenAI-powered agent: The workflow prompts an OpenAI chat model to produce a report focused on differences, trends, and outliers across the last three quarters.
• Grounds the output with Pinecone retrieval: It retrieves supporting passages from Pinecone using Google Gemini query embeddings to ensure the analysis is tied to the source text.
• Saves to Google Docs: The generated markdown report is inserted into a target Google Doc using the provided document URL.

Use cases

• Generate consistent quarterly earnings trend reports for multiple companies using a maintained Google Sheets watchlist.
• Speed up investor/operator reporting by turning PDF filings into a semantic search index and then producing summaries automatically.
• Create repeatable SaaS/operator workflows where analysts only review a Google Doc output rather than manually comparing PDFs.

Technical details

• Integrations: Google Sheets, Google Drive, Google Docs, Pinecone, Google Gemini, OpenAI.
• Core flow: Manual trigger → iterate spreadsheet URLs → download PDFs → split in batches → embed with Gemini → store/retrieve from Pinecone → OpenAI agent writes markdown → insert into Google Docs.
• Setup required: Pinecone credentials for insert and retrieval; Google AI (Gemini) API key for embeddings/chat retrieval; OpenAI API key for the report-writing agent; connect Google OAuth for Sheets/Drive/Docs and set spreadsheet ID + Google Doc documentURL.