Answer questions about earnings reports automatically with AI

Reads a company's quarterly earnings PDFs and lets you ask questions, compiling the answers into a Google Doc.

How the work actually flows

A straight line. Runs once per each earnings pdf.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("add earnings PDF links")):::human s0[["index earnings PDFs"]]:::mi s1(("ask financial question")):::human s2["AI answers from index"]:::svc s3["compile findings into doc"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"structured earnings report doc"/]:::out pay{{"faster answers on company earnings"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceRuns once per itemA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGSpreadsheet & Database OpsReporting & AnalyticsFile & Cloud StorageFinance & Accounting
Connects
Google SheetsGoogle DriveGoogle DocsOpenAIGoogle GeminiPinecone

The problem it solves

Digging through a company's quarterly earnings PDF for the numbers or statements you actually need takes forever, especially if you're comparing several companies at once. You end up skimming dozens of pages just to answer one specific question.

Who it fits

Analysts and investors researching company earnings.

How it works

  1. You add links to a company's earnings PDFs in a spreadsheet
  2. The system reads and indexes the documents so they can be searched by meaning
  3. An AI agent answers your financial questions using only that indexed content
  4. The findings are compiled into a structured Google Doc
What you get

Answers pulled straight from the earnings filings

You get a structured document answering your specific questions about a company's quarterly earnings, built directly from the source PDFs you provide.

What you get

A structured Google Doc report answering your questions about a company's earnings, with findings pulled from the source PDFs.

What you need

A Google Workspace account, an OpenAI API key, a Google AI API key, and a Pinecone account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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