Financial reporting AI: concise SEC 10-K/10-Q briefs via OpenRouter + Perplexity
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 8 nodes and runs when a chat message arrives. Along the way it connects OpenRouter Chat Model and Perplexity.
How it runs
Trigger: When a chat message arrives.
- AI Agent: runs an AI agent, with model: OpenRouter Chat Model; 1 tool (Message a model in Perplexity)
- Markdown: converts between Markdown and HTML
- Edit Fields (Edit Fields (Set)): sets or maps fields
- Format_HTML (Code): runs custom JavaScript code
- CreateGoogleDoc (HTTP Request): calls an HTTP API
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 (8)
- Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenRouter Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenRouter - Perplexity Tool
n8n-nodes-base.perplexityTool - Markdown
n8n-nodes-base.markdown - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code
From the author
Why skim 10-K/10-Q by hand when AI can extract what matters in minutes? Who is this for? Sales engineers, solution architects, founders, product/strategy teams, analysts, and BD reps who need fast, consistent briefs on public companies—plus a mapping to a…