AI-powered RAG workflow for stock earnings report analysis
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 15 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Pinecone Vector Store, Embeddings Google Gemini, Vector Store Question Answer and Google Gemini Chat Model and 4 more.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; 1 tool (Vector Store Tool)
- Save Report to Google Docs (Google Docs): update
- List Of Files To Load (Google Sheets) (Google Sheets): uses Google Sheets
- Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
- Download File From Google Drive (Google Drive): download
- Pinecone Vector Store: stores documents in the Pinecone vector store, with embeddings: Embeddings Google Gemini; document loader: Default Data Loader
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Agent (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Agent (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (13)
- Pinecone Vector Store
@n8n/n8n-nodes-langchain.vectorStorePinecone - Embeddings Google Gemini
@n8n/n8n-nodes-langchain.embeddingsGoogleGemini - Default Data Loader
@n8n/n8n-nodes-langchain.documentDefaultDataLoader - Recursive Character Text Splitter
@n8n/n8n-nodes-langchain.textSplitterRecursiveCharacterTextSplitter - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Manual Trigger
n8n-nodes-base.manualTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - Vector Store Question Answer Tool
@n8n/n8n-nodes-langchain.toolVectorStore - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Google Docs
n8n-nodes-base.googleDocs - Google Sheets
n8n-nodes-base.googleSheets - Google Drive
n8n-nodes-base.googleDrive
From the author
This n8n workflow creates a financial analysis tool that generates reports on a company's quarterly earnings using the capabilities of OpenAI GPT-4o-mini, Google's Gemini AI and Pinecone's vector search. By analyzing PDFs of any company's earnings reports…