Summarize 10-K risk factor changes with SEC EDGAR MCP, OpenAI, and Google Docs
Ready for 3.0Ready 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 AI workflow has 24 nodes and runs on a schedule (every week at 07:00) (plus 1 other trigger). Along the way it connects OpenAI Chat Model and Google Docs.
How it runs
Trigger: On a schedule (every week at 07:00) (plus 1 other trigger).
- Settings (Edit Fields (Set)): sets 9 fields: mcp_url, tickers, form_type…
- Ask What The Server Offers (HTTP Request): calls an HTTP API (POST)
- Check The Tools Are There (Code): runs custom JavaScript code
- Read What We Reported (Data table): get
- Pick The Companies (Code): runs custom JavaScript code
- Ask For The Filings (HTTP Request): calls an HTTP API (POST)
- Read The Filing List (Code): runs custom JavaScript code
- Is There A New Filing? (If): checks a condition and branches into true / false
- Fetch This Year's Report (HTTP Request): calls an HTTP API
- Read This Year's Risk Factors (Code): runs custom JavaScript code
…plus 10 more steps. See the full node list below.
Services it uses
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.
Nodes used (12)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Manual Trigger
n8n-nodes-base.manualTrigger - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - Data table
n8n-nodes-base.dataTable - If
n8n-nodes-base.if - Filter
n8n-nodes-base.filter - Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Google Docs
n8n-nodes-base.googleDocs - No Operation, do nothing
n8n-nodes-base.noOp
From the author
Quick overview Compares Item 1A (Risk Factors) between the two most recent 10-K filings for each ticker using a SEC EDGAR MCP server, summarizes the material changes with OpenAI, records what was already reported in a Data Table, and writes a weekly report to…