- Generate quarterly financial reports automatically from Google Sheets data.
- Analyze stock earnings data for multiple companies using AI.
- Create structured reports in Google Docs based on retrieved financial data.
Trigger the workflow manually to start the report generation process. Retrieve a list of financial documents from Google Sheets. Download relevant earnings reports from Google Drive. Process the downloaded documents to extract key financial data. Generate a comprehensive report using AI tools and save it to Google Docs.
- 1Import the workflow into your automation platform.
- 2Update the Google Sheets node to point to your earnings data.
- 3Configure the Google Drive node to access your financial documents.
- 4Set up the Google Docs node to specify where to save the generated report.