Analyze Stock Dividend Reports with AI-Powered Search
Workflow Description
An advanced workflow that retrieves dividend reports from Google Drive, segments them into searchable chunks, stores vector embeddings in Pinecone, and deploys an AI agent to answer complex questions about dividend yields and payout dates with high accuracy.
How it works
- 1.Load dividend reports from Google Drive and convert them to structured text format
- 2.Split large documents into semantic chunks and generate vector embeddings using Gemini
- 3.Store embeddings in Pinecone vector database for rapid similarity-based retrieval
- 4.Deploy an AI agent that synthesizes answers from retrieved document segments
- 5.Export analysis results and summaries to Google Sheets for team review
Use cases
- Instantly extract dividend rates, ex-dates, and payment schedules from dozens of quarterly reports
- Answer specific questions about dividend policies and historical payouts without manual document review
- Compare dividend strategies across multiple companies and identify outliers
Requirements
- Google Drive folder containing dividend report files in PDF or image format
- Valid API keys for Pinecone, Google Gemini, and OpenAI services
- Google Sheets workbook to collect and organize final analysis outputs
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (18)
Pinecone Vector Store
Vector Store Pinecone
Embeddings Google Gemini
Gemini Model
Default Data Loader
Document Default Data Loader
Recursive Character Text Splitter
Text Splitter Recursive Character Text Splitter
Loop Over Items
Split In Batches
When clicking ‘Test workflow’
Manual Trigger
AI Agent
Agent
Vector Store Tool
Tool Vector Store
Google Gemini Chat Model1
Gemini Model
OpenAI Chat Model
OpenAI
Pinecone Vector Store (Retrieval)
Vector Store Pinecone
Save Report to Google Docs
Google Docs
Embeddings Google Gemini (retrieval)
Gemini Model
List Of Files To Load (Google Sheets)
Google Sheets
Download File From Google Drive
Google Drive
Sticky Note
Sticky Note
Sticky Note1
Sticky Note
Sticky Note2
Sticky Note