用于股票财报分析的RAG工作流
高级
这是一个AI领域的自动化工作流，包含 18 个节点。主要使用 GoogleDocs, GoogleDrive, GoogleSheets, ManualTrigger, SplitInBatches 等节点，结合人工智能技术实现智能自动化。 用于股票财报分析的AI驱动RAG工作流
前置要求
- •Google Drive API 凭证
- •Google Sheets API 凭证
- •OpenAI API Key
- •Google Gemini API Key
- •Pinecone API Key
使用的节点 (18)
分类
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "fqaNojXWrspqjfkY",
"meta": {
"instanceId": "69133932b9ba8e1ef14816d0b63297bb44feb97c19f759b5d153ff6b0c59e18d"
},
"name": "用于股票财报分析的 RAG 工作流",
"tags": [],
"nodes": [
{
"id": "1a621f76-9636-430d-94dd-d5e7dcd5afdc",
"name": "Pinecone 向量存储",
"type": "@n8n/n8n-nodes-langchain.vectorStorePinecone",
"position": [
380,
-60
],
"parameters": {
"mode": "insert",
"options": {},
"pineconeIndex": {
"__rl": true,
"mode": "list",
"value": "company-earnings",
"cachedResultName": "company-earnings"
}
},
"credentials": {
"pineconeApi": {
"id": "bQTNry52ypGLqt47",
"name": "PineconeApi account"
}
},
"typeVersion": 1
},
{
"id": "e5936e45-0f58-48e9-9ab4-cc69f2ef6578",
"name": "嵌入 Google Gemini",
"type": "@n8n/n8n-nodes-langchain.embeddingsGoogleGemini",
"position": [
300,
220
],
"parameters": {
"modelName": "models/text-embedding-004"
},
"credentials": {
"googlePalmApi": {
"id": "jLOqyTR4yTT1nYKi",
"name": "Google Gemini(PaLM) Api account"
}
},
"typeVersion": 1
},
{
"id": "e98dbc8e-6b4a-415d-a044-85e590fcb105",
"name": "默认数据加载器",
"type": "@n8n/n8n-nodes-langchain.documentDefaultDataLoader",
"position": [
520,
200
],
"parameters": {
"loader": "pdfLoader",
"options": {},
"dataType": "binary"
},
"typeVersion": 1
},
{
"id": "ae77f5f4-3704-4b66-9c3f-27d6bd3f68c3",
"name": "递归字符文本分割器",
"type": "@n8n/n8n-nodes-langchain.textSplitterRecursiveCharacterTextSplitter",
"position": [
560,
380
],
"parameters": {
"options": {}
},
"typeVersion": 1
},
{
"id": "d939c9db-0edc-4205-b8e5-fb34b0076510",
"name": "遍历项目",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-120,
-60
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "4f8421b4-1a11-4ac3-a9ca-1d725a8ec98e",
"name": "当点击\"测试工作流\"时",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-360,
640
],
"parameters": {},
"typeVersion": 1
},
{
"id": "c9e2ec39-c34d-4d8e-b772-d1c1cd823d9e",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-40,
640
],
"parameters": {
"text": "Give me a report on Google's last 3 quarter earnings. Format it in markdown. Focus on the differences and trends. Spot any outliers.",
"options": {
"systemMessage": "You are a highly skilled financial analyst specializing in analyzing Google's (Alphabet Inc.) financial performance. You have access to two powerful tools:\n\n1. **Vector Store Tool:** This tool allows you to retrieve relevant information from the past three quarters of Google's earnings reports (PDF documents). The documents have been processed and stored as embeddings in a vector database, enabling semantic search. Use this tool to find specific information related to revenue, expenses, profits, losses, growth, key metrics, management commentary, and any other relevant financial data.\n2. **Google Docs Tool:** This tool allows you to create, edit, and format Google Docs. Use this tool to save your findings into a Google Doc.\n\nYour task is to answer user queries related to Google's financial performance based on the last three quarters' earnings reports. When a user asks a question:\n\n1. **Understand the User's Intent:** Carefully analyze the user's query to determine what specific financial information they are seeking. Identify keywords, timeframes (e.g., \"previous quarter\"), and the type of analysis requested (e.g., trend analysis, comparison, explanation).\n2. **Retrieve Relevant Information:** Use the Vector Store Tool to search for and retrieve the most relevant text passages from the earnings reports that address the user's query. Retrieve multiple, diverse chunks to ensure comprehensive coverage.\n3. **Synthesize and Analyze:** Analyze the information from the retrieved text chunks. Identify key trends, patterns, and insights related to the user's query.\n4. **Generate Report in Google Docs:** Use the Google Docs Tool to create a new Google Doc (or append to an existing one, if specified by the user). Structure the report with clear headings, bullet points, and concise paragraphs. Include the following in your report as appropriate:\n * **Executive Summary:** A brief overview of the key findings.\n * **Revenue Analysis:** Report on revenue figures, growth rates, and key revenue drivers.\n * **Expense Analysis:** Report on major expense categories and their impact on profitability.\n * **Profitability Analysis:** Discuss net income, profit margins, and earnings per share (EPS).\n * **Key Metrics:** Include other relevant financial metrics mentioned in the reports (e.g., operating income, cash flow, segment performance).\n * **Management Commentary:** Summarize any relevant insights or explanations provided by Google's management in the earnings calls or reports.\n * **Trend Analysis:** Compare the current quarter's performance to the previous two quarters, highlighting significant changes or trends.\n * **Visualizations:** If possible, use the Google Docs tool to insert basic charts or tables to visually represent the data. (You might need to guide the user on how to do this if the tool has limitations.)\n5. **Cite Sources:** Clearly indicate the source of your information (e.g., \"Q2 2023 Earnings Report\") for each data point or analysis.\n6. **Maintain a Professional Tone:** Write in a clear, concise, and objective tone, as expected of a financial analyst. Avoid speculation or making unsubstantiated claims.\n\nYour ultimate goal is to provide the user with a well-structured, informative, and accurate financial report based on the data available in the last three quarters of Google's earnings reports.\nSave the report in as a Google Doc using the available tool!"
},
"promptType": "define"
},
"typeVersion": 1.7
},
{
"id": "40534b4d-3061-4054-8c0a-b08fe32deaf7",
"name": "向量存储工具",
"type": "@n8n/n8n-nodes-langchain.toolVectorStore",
"position": [
360,
860
],
"parameters": {
"name": "company_financial_earnings_data_tool",
"description": "检索最近 3 个季度的 Google 财报信息"
},
"typeVersion": 1
},
{
"id": "c584d5f6-1fac-420f-a28d-71f51b555e67",
"name": "Google Gemini聊天模型1",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
620,
1060
],
"parameters": {
"options": {},
"modelName": "models/gemini-2.0-flash-exp"
},
"credentials": {
"googlePalmApi": {
"id": "jLOqyTR4yTT1nYKi",
"name": "Google Gemini(PaLM) Api account"
}
},
"typeVersion": 1
},
{
"id": "f4f993d0-c80a-4f26-bc51-fe7df1012606",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-160,
860
],
"parameters": {
"options": {}
},
"credentials": {
"openAiApi": {
"id": "tQLWnWRzD8aebYvp",
"name": "OpenAi account"
}
},
"typeVersion": 1.1
},
{
"id": "4aa3726e-a105-4bfe-b1df-06c3c9ece18a",
"name": "Pinecone向量存储（检索）",
"type": "@n8n/n8n-nodes-langchain.vectorStorePinecone",
"position": [
260,
1080
],
"parameters": {
"options": {},
"pineconeIndex": {
"__rl": true,
"mode": "list",
"value": "company-earnings",
"cachedResultName": "company-earnings"
}
},
"credentials": {
"pineconeApi": {
"id": "bQTNry52ypGLqt47",
"name": "PineconeApi account"
}
},
"typeVersion": 1
},
{
"id": "e08dd92a-a7a1-4204-bef9-54611a2dee92",
"name": "将报告保存到 Google Docs",
"type": "n8n-nodes-base.googleDocs",
"position": [
460,
640
],
"parameters": {
"actionsUi": {
"actionFields": [
{
"text": "={{ $json.output }}",
"action": "insert"
}
]
},
"operation": "update",
"documentURL": "1aOUl-mnCaI4__tULmBZSvWlOQhTHdD-RUPesP7_sFT4"
},
"credentials": {
"googleDocsOAuth2Api": {
"id": "nnE7RqZglLn8XarL",
"name": "Google Docs account"
}
},
"typeVersion": 2
},
{
"id": "1984765a-3148-4bcf-9d20-fe29291fda6d",
"name": "嵌入 Google Gemini（检索）",
"type": "@n8n/n8n-nodes-langchain.embeddingsGoogleGemini",
"position": [
240,
1260
],
"parameters": {
"modelName": "models/text-embedding-004"
},
"credentials": {
"googlePalmApi": {
"id": "jLOqyTR4yTT1nYKi",
"name": "Google Gemini(PaLM) Api account"
}
},
"typeVersion": 1
},
{
"id": "9b0bff2e-06f4-4c89-b9dc-c54cfb79577c",
"name": "要加载的文件列表（Google Sheets）",
"type": "n8n-nodes-base.googleSheets",
"position": [
-380,
-60
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1476836405,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ckP-ZgAMs2l2sFUpLAXx-gWNOQrHXoAs48Vo271X3rs/edit#gid=1476836405",
"cachedResultName": "GOOG"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1ckP-ZgAMs2l2sFUpLAXx-gWNOQrHXoAs48Vo271X3rs",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ckP-ZgAMs2l2sFUpLAXx-gWNOQrHXoAs48Vo271X3rs/edit?usp=drivesdk",
"cachedResultName": "Watchlist"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "sRJmS2k8zdqVjtJL",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5
},
{
"id": "b0d58ce5-9ac0-4f0f-ac7c-d6cb27551d82",
"name": "从 Google Drive 下载文件",
"type": "n8n-nodes-base.googleDrive",
"position": [
160,
-60
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "url",
"value": "={{ $('List Of Files To Load (Google Sheets)').item.json['File URL'] }}"
},
"options": {
"fileName": "={{ $('List Of Files To Load (Google Sheets)').item.json['10Q'] }}"
},
"operation": "download"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "uixLsi5TmrfwXPeB",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "28817b3d-fb54-4dc2-83bc-3ac27320712b",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1100,
80
],
"parameters": {
"width": 500,
"height": 740,
"content": "## 设置步骤"
},
"typeVersion": 1
},
{
"id": "eecb1c25-c019-44e4-b254-a919f80faee7",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
380,
-260
],
"parameters": {
"content": "## 将数据加载到 Pinecone 向量存储"
},
"typeVersion": 1
},
{
"id": "8371f7f8-29a7-4711-b635-d5538f3441b8",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-40,
460
],
"parameters": {
"content": "## 使用 RAG 的 AI 代理报告生成"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {
"AI Agent": [
{
"json": {
"output": "# Google (Alphabet Inc.) Financial Report: Last 3 Quarters\n\n## Executive Summary\nGoogle has demonstrated solid revenue growth across the last three quarters, although there are notable fluctuations in operating income, net income, and other income/expense categories. While revenue from both Google Services and Cloud shows consistent year-over-year growth, the operating margins have shown variability. \n\n## Revenue Analysis\n- **Quarter 1:**\n - **Revenue:** $80.5 billion, a 15% year-over-year increase.\n - **Google Services Revenue:** Up $8.4 billion (14%).\n - **Google Cloud Revenue:** Up $2.1 billion (28%).\n\n- **Quarter 2:**\n - **Revenue:** $84.7 billion, a 14% year-over-year increase.\n - **Google Services Revenue:** Up $7.6 billion (12%).\n - **Google Cloud Revenue:** Up $2.3 billion (29%).\n\n- **Quarter 3:**\n - **Revenue:** $88.3 billion, a 15% year-over-year increase.\n - **Google Services Revenue:** Up $8.5 billion (13%).\n - **Google Cloud Revenue:** Up $2.9 billion (35%).\n\n### Key Trends\n- Consistent revenue growth across all three quarters.\n- Strong growth in Google Cloud, indicating it is a significant area of expansion.\n\n## Expense Analysis\n- **Cost of Revenue:**\n - **Quarter 1:** $33.7 billion (up 10% year-over-year).\n - Reason for increase: Higher total acquisition costs, content acquisition costs, and depreciation.\n\n- **Operating Income:**\n - **Quarter 1:** $17.415 billion (25% operating margin).\n - **Quarter 2:** $21.838 billion (29% operating margin).\n - **Quarter 3:** $21.343 billion (28% operating margin).\n\n### Observations\n- Operating margins have fluctuated, while overall costs have continued to rise.\n \n## Profitability Analysis\n- **Net Income:**\n - **Quarter 1:** $15.051 billion.\n - **Quarter 2:** $18.368 billion.\n - **Quarter 3:** $19.689 billion.\n \n- **Diluted EPS:**\n - **Quarter 1:** $1.17.\n - **Quarter 2:** $1.44.\n - **Quarter 3:** $1.55.\n\n### Summary\nWhile net income has increased, the fluctuations in other income and expense metrics have affected profitability.\n\n## Key Metrics\n- **Operating Margins:**\n - Q1: 25%\n - Q2: 29%\n - Q3: 28%\n\n- **Other Income (Expense), Net:**\n - Q1: $790 million.\n - Q2: $65 million.\n - Q3: -$146 million. (Downturn to a negative number)\n\n## Management Commentary\nManagement has pointed out that increased revenue performance in Google Cloud is encouraging, especially given the challenges in the overall economic environment.\n\n## Trend Analysis\n- **Comparative Performance:**\n - Revenue trends show consistency, ranging from 14%-15% growth year-over-year.\n - Operating income showed a decreasing trend from Q1 ($17.415 billion) to Q2 ($21.838 billion) and slightly decreased again in Q3 ($21.343 billion).\n \n### Noteworthy Observations\n- **Outliers:**\n - Significant volatility in other income/expense net, transitioning from $790 million in Q1 to a loss of $146 million in Q3.\n \n- **Operating Margins:** \n - Variability seen in margins from Q1 (25%) to Q2 (29%) and back down to Q3 (28%) shows a trend of volatility.\n\n## Conclusion\nGoogle has maintained a strong financial position characterized by solid revenue growth. However, the apparent volatility in other income/expense and operating margins warrants closer scrutiny, as it could impact future profitability. The continuous growth in Google Cloud is a positive indicator and suggests strong potential for the coming quarters.\n\n---\n\nThis report provides a comprehensive overview of Google's financial performance over the past three quarters, highlighting key metrics, trends, and outliers. If you require further details or specific analysis, please let me know!"
}
}
]
},
"settings": {
"executionOrder": "v1"
},
"versionId": "30c9a6f0-8ace-40c3-8ca7-a79fd91c12a7",
"connections": {
"AI Agent": {
"main": [
[
{
"node": "Save Report to Google Docs",
"type": "main",
"index": 0
}
]
]
},
"Loop Over Items": {
"main": [
[],
[
{
"node": "Download File From Google Drive",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Vector Store Tool": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Default Data Loader": {
"ai_document": [
[
{
"node": "Pinecone Vector Store",
"type": "ai_document",
"index": 0
}
]
]
},
"Pinecone Vector Store": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
},
"Embeddings Google Gemini": {
"ai_embedding": [
[
{
"node": "Pinecone Vector Store",
"type": "ai_embedding",
"index": 0
}
]
]
},
"Google Gemini Chat Model1": {
"ai_languageModel": [
[
{
"node": "Vector Store Tool",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Download File From Google Drive": {
"main": [
[
{
"node": "Pinecone Vector Store",
"type": "main",
"index": 0
}
]
]
},
"Pinecone Vector Store (Retrieval)": {
"ai_vectorStore": [
[
{
"node": "Vector Store Tool",
"type": "ai_vectorStore",
"index": 0
}
]
]
},
"Recursive Character Text Splitter": {
"ai_textSplitter": [
[
{
"node": "Default Data Loader",
"type": "ai_textSplitter",
"index": 0
}
]
]
},
"When clicking ‘Test workflow’": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"Embeddings Google Gemini (retrieval)": {
"ai_embedding": [
[
{
"node": "Pinecone Vector Store (Retrieval)",
"type": "ai_embedding",
"index": 0
}
]
]
},
"List Of Files To Load (Google Sheets)": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 人工智能
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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难度等级
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节点数量18
分类1
节点类型14
作者
Mihai Farcas
@mihailtdFull-stack developer with 5+ years streamlining healthcare processes. Proficient in NodeJS, VueJS, MongoDB, PostgreSQL, Kubernetes, and n8n. Ready to optimize your workflows – book a consult via my link.
外部链接
在 n8n.io 查看 →
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