Use Cases
- Automate financial report generation for stock earnings analysis
- Extract insights from quarterly earnings PDFs
- Generate structured financial reports in Google Docs
- Analyze trends and outliers in financial performance
How It Works
Load financial data from Google Sheets containing earnings report links Download earnings PDFs from Google Drive Process documents using AI tools for data extraction Analyze financial metrics and generate a report in Google Docs
Setup Steps
- 1Import the workflow into your n8n instance
- 2Configure Google Sheets, Drive, and Docs credentials
- 3Update the Google Sheets node to point to your earnings data
- 4Set up the Google Docs node to specify where to save reports
- 5Run the workflow to generate the financial report
Apps Used
Google Sheets
Google Drive
Google Docs
Categories
Target Roles
Industries
Tags
#document automation
#process automation
#workflow management