Generate weekly AI equity research reports with Google Sheets, FMP, NewsAPI, OpenAI, and Gmail
UnknownWhat this workflow does
This AI workflow has 26 nodes and runs on a schedule (every week at 08:00). Along the way it connects Google Sheets, OpenAI Chat Model, AI Agent and Gmail and 1 more. It also calls newsapi.org over HTTP.
How it runs
Trigger: On a schedule (every week at 08:00).
- Fetch Company List (Google Sheets): uses Google Sheets
- Filter Enabled Companies (If): checks a condition and branches into true / false
- Iterate Companies (Loop Over Items (Split in Batches)): loops over the items in batches
- Fetch Income Statement (HTTP Request): calls an HTTP API
- Fetch Balance Sheet (HTTP Request): calls an HTTP API
- Fetch Cash Flow (HTTP Request): calls an HTTP API
- Fetch Market Data (HTTP Request): calls newsapi.org
- Normalize Income Statement Data (Code): runs custom JavaScript code
- Normalize Balance Sheet Data (Code): runs custom JavaScript code
- Normalize Cash Flow Data (Code): runs custom JavaScript code
…plus 13 more steps. See the full node list below.
Services it uses
HTTP calls to: newsapi.org
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-htmlcsstopdf is verified or supports 3.0 (used in Render Research Report to PDF).
Nodes used (11)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Google Sheets
n8n-nodes-base.googleSheets - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Merge
n8n-nodes-base.merge - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Htmlcsstopdf
n8n-nodes-htmlcsstopdf.htmlcsstopdf - Gmail
n8n-nodes-base.gmail
From the author
📘 Description This workflow automatically generates professional equity research reports for selected companies using financial data, market news, and AI analysis. It is designed for analysts, founders, and finance teams who want consistent, data-backed…