{"product_id":"n8n-earnings-report-automation-pdfs-pinecone-gemini","title":"n8n Earnings Report Automation: PDFs → Pinecone + Gemini","description":"\u003ch3\u003eAutomate Earnings Trend Reporting: PDFs → Pinecone + Gemini → Google Docs\u003c\/h3\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eManual trigger:\u003c\/strong\u003e Start the automation whenever you want to refresh your report.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReads a Google Sheets watchlist:\u003c\/strong\u003e It pulls a list of quarterly earnings PDF URLs from Google Sheets (the watchlist is used to iterate each file).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDownloads and processes PDFs:\u003c\/strong\u003e For every PDF URL, the workflow downloads the PDF from Google Drive, splits it into text chunks, and prepares it for semantic indexing.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates embeddings with Google Gemini:\u003c\/strong\u003e Each text chunk is embedded using Google Gemini embeddings.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIndexes into Pinecone:\u003c\/strong\u003e Embedded chunks are stored in a Pinecone vector index (example index name: \u003cstrong\u003ecompany-earnings\u003c\/strong\u003e) to enable retrieval across filings.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWrites a markdown report with an OpenAI-powered agent:\u003c\/strong\u003e The workflow prompts an OpenAI chat model to produce a report focused on differences, trends, and outliers across the last three quarters.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGrounds the output with Pinecone retrieval:\u003c\/strong\u003e It retrieves supporting passages from Pinecone using Google Gemini query embeddings to ensure the analysis is tied to the source text.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSaves to Google Docs:\u003c\/strong\u003e The generated markdown report is inserted into a target Google Doc using the provided document URL.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eGenerate consistent quarterly earnings trend reports for multiple companies using a maintained Google Sheets watchlist.\u003c\/li\u003e\n  \u003cli\u003eSpeed up investor\/operator reporting by turning PDF filings into a semantic search index and then producing summaries automatically.\u003c\/li\u003e\n  \u003cli\u003eCreate repeatable SaaS\/operator workflows where analysts only review a Google Doc output rather than manually comparing PDFs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e Google Sheets, Google Drive, Google Docs, Pinecone, Google Gemini, OpenAI.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCore flow:\u003c\/strong\u003e 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.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSetup required:\u003c\/strong\u003e 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 \u003cem\u003edocumentURL\u003c\/em\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45738467786931,"sku":"N8N-17560","price":78.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/VvYZnCQUqNFJ2Eiwhcr19_hMjuVlrM.png?v=1785229376","url":"https:\/\/buyflowscripts.com\/products\/n8n-earnings-report-automation-pdfs-pinecone-gemini","provider":"N8N Commerce","version":"1.0","type":"link"}