Templates / Generate UK M&A research, pitch decks and briefs from Slack using Anthropic and Google Docs/Slides

Generate UK M&A research, pitch decks and briefs from Slack using Anthropic and Google Docs/Slides

Ready for 3.0

by Pankstr ✓ · 93 views · created 2026-04-05 · Market Research, AI Chatbot

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 78 nodes and runs on Slack events. Along the way it connects Google Drive, Google Docs, Postgres and Google Sheets and 2 more. It also calls openrouter.ai, api.firecrawl.dev and ons.gov.uk over HTTP.

How it runs

Trigger: On Slack events.

  1. Valid Slack Message? (If): checks a condition and branches into true / false
  2. Prepare Slack Context (Code): runs custom JavaScript code
  3. Build Intent Request (Code): runs custom JavaScript code
  4. Intent Classifier (HTTP Request): calls openrouter.ai (POST)
  5. Parse Intent (Code): runs custom JavaScript code
  6. Intent Switch (Switch): routes items into 4 branches
  7. Has Research Inputs? (If): checks a condition and branches into true / false
  8. Has Pitch Company? (If): checks a condition and branches into true / false
  9. Has Brief Sector? (If): checks a condition and branches into true / false
  10. Unknown Intent Response (Code): runs custom JavaScript code

…plus 67 more steps. See the full node list below.

Services it uses

Google DriveGoogle DocsPostgresGoogle SheetsGoogle SlidesSlack

HTTP calls to: openrouter.ai, api.firecrawl.dev, ons.gov.uk

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

  • Still check Slack Trigger requires a signing secret on the Slack API credential (Slack Trigger Request).

Nodes used (12)

From the author

Finance Research Analyst for Boutique M&A Agencies This workflow acts as a junior finance research analyst for a UK boutique M&A or corporate finance team. It listens for Slack messages, classifies the request, gathers company or market data, and produces…

Excerpt from Pankstr's description on n8n.io.

View the original on n8n.io → Check your own copy

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