Build a financial document assistant using Qdrant and .AI
Workflow Description
An intelligent financial document assistant powered by Mistral LLM and Qdrant vector database. It reads financial files, splits them into semantic chunks, generates embeddings, and answers user questions with precise context from the documents.
How it works
- 1.Trigger the assistant when a financial file is uploaded or a user asks a question
- 2.Process the document by splitting it into chunks and converting them to numerical embeddings
- 3.Search the vector database and retrieve semantically relevant text passages
- 4.Generate an accurate answer using Mistral LLM based on retrieved context
- 5.Return the response and supporting information to the user
Use cases
- Extract and summarize key financial data from annual reports and financial statements
- Quickly answer specific questions about financial figures, policies, or transactions
- Analyze multiple financial documents and search for information across files
Requirements
- Financial documents in standard formats (PDF, text, documents)
- API credentials for Mistral LLM and Qdrant vector database access
- File system read-write permissions for processing local documents
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 (29)
Local File Trigger
Local File Trigger
When clicking "Test workflow"
Manual Trigger
Set Variables
Set
Sticky Note
Sticky Note
Sticky Note4
Sticky Note
Read File
Read Write File
Embeddings Mistral Cloud
Embeddings Mistral Cloud
Default Data Loader
Document Default Data Loader
Recursive Character Text Splitter
Text Splitter Recursive Character Text Splitter
Prepare Embedding Document
Set
Chat Trigger
Chat Trigger
Question and Answer Chain
Chain Retrieval Qa
Mistral Cloud Chat Model
Lm Chat Mistral Cloud
Vector Store Retriever
Retriever Vector Store
Embeddings Mistral Cloud1
Embeddings Mistral Cloud
Remap for File_Added Flow
Set
Search For Existing Point
HTTP Request
Has Existing Point?
If
Delete Existing Point
HTTP Request
Search For Existing Point1
HTTP Request
Has Existing Point?1
If
Delete Existing Point1
HTTP Request
Handle File Event
Switch
Sticky Note1
Sticky Note
Sticky Note2
Sticky Note
Sticky Note3
Sticky Note
Sticky Note5
Sticky Note
Qdrant Vector Store
Vector Store Qdrant
Qdrant Vector Store1
Vector Store Qdrant