Templates / Generate weekly AI equity research reports with Google Sheets, FMP, NewsAPI, OpenAI, and Gmail

Generate weekly AI equity research reports with Google Sheets, FMP, NewsAPI, OpenAI, and Gmail

Unknown

by Rahul Joshi ✓ · 231 views · created 2026-01-23 · Market Research, AI Summarization

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

What 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).

  1. Fetch Company List (Google Sheets): uses Google Sheets
  2. Filter Enabled Companies (If): checks a condition and branches into true / false
  3. Iterate Companies (Loop Over Items (Split in Batches)): loops over the items in batches
  4. Fetch Income Statement (HTTP Request): calls an HTTP API
  5. Fetch Balance Sheet (HTTP Request): calls an HTTP API
  6. Fetch Cash Flow (HTTP Request): calls an HTTP API
  7. Fetch Market Data (HTTP Request): calls newsapi.org
  8. Normalize Income Statement Data (Code): runs custom JavaScript code
  9. Normalize Balance Sheet Data (Code): runs custom JavaScript code
  10. Normalize Cash Flow Data (Code): runs custom JavaScript code

…plus 13 more steps. See the full node list below.

Services it uses

Google SheetsOpenAI Chat ModelAI AgentGmailHtmlcsstopdf (community)

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)

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…

Excerpt from Rahul Joshi's description on n8n.io.

View the original on n8n.io → Check your own copy

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