AutomationFlowsAI & RAG › Financial Reporting Ai: Concise Sec 10-k/10-q Briefs via Openrouter + Perplexity

Financial Reporting Ai: Concise Sec 10-k/10-q Briefs via Openrouter + Perplexity

ByAshish Kumar Swain @phoenix on n8n.io

Why skim 10-K/10-Q by hand when AI can extract what matters in minutes?

Chat trigger trigger★★★★☆ complexityAI-powered17 nodesChat TriggerAgentOpenRouter ChatPerplexity ToolHTTP Request
AI & RAG Trigger: Chat trigger Nodes: 17 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #8313 — we link there as the canonical source.

This workflow follows the Agent → Chat Trigger recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "id": "cipxQrfbgVK7Pvdw",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "FinancialReportingTool",
  "tags": [],
  "nodes": [
    {
      "id": "499f0bc1-1b63-4019-b8fb-0904a37029f8",
      "name": "When chat message received",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        -64,
        0
      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "f96384b2-76b8-4ae0-890c-776bccbd3fcd",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "26e8698d-667e-4a24-85cc-c3bd685b7441",
      "name": "OpenRouter Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        224,
        176
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "daed325a-c17a-4f96-9cd1-78521d88fa91",
      "name": "Message a model in Perplexity",
      "type": "n8n-nodes-base.perplexityTool",
      "position": [
        384,
        176
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "581bb82e-3758-4f05-9da0-8792c7cb3ac1",
      "name": "Markdown",
      "type": "n8n-nodes-base.markdown",
      "position": [
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        0
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
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      "name": "Edit Fields",
      "type": "n8n-nodes-base.set",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 3.4
    },
    {
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      "name": "Sticky Note",
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      "position": [
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      ],
      "parameters": {
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      "typeVersion": 1
    },
    {
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      "name": "CreateGoogleDoc",
      "type": "n8n-nodes-base.httpRequest",
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      ],
      "parameters": {},
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    },
    {
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      "parameters": {},
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      "name": "Sticky Note1",
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      "position": [
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      "parameters": {
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    },
    {
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      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
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      "typeVersion": 1
    },
    {
      "id": "6e88508d-5293-4e0f-96e5-c6a8d93ea28f",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        528,
        176
      ],
      "parameters": {
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      },
      "typeVersion": 1
    },
    {
      "id": "a9c7d1e8-a2d8-495e-b838-1eef7f6535ad",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
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      "typeVersion": 1
    },
    {
      "id": "db5cea46-7562-429c-b79c-46e79cc962d6",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "f3132957-ae92-469b-a954-0365caf6c54d",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -112,
        -16
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "c57361ee-3af9-449e-94e2-2dc9604230bd",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "d7f2a87f-3a02-4ede-94b6-ce6764850fe2",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -144,
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      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
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  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "13e11ffc-dadd-41d7-8b24-791070d718ff",
  "connections": {
    "AI Agent": {
      "main": [
        [
          {
            "node": "Markdown",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Markdown": {
      "main": [
        [
          {
            "node": "Edit Fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Edit Fields": {
      "main": [
        [
          {
            "node": "Format_HTML",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Format_HTML": {
      "main": [
        [
          {
            "node": "CreateGoogleDoc",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenRouter Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "When chat message received": {
      "main": [
        [
          {
            "node": "AI Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Message a model in Perplexity": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

Why skim 10-K/10-Q by hand when AI can extract what matters in minutes?

Source: https://n8n.io/workflows/8313/ — original creator credit. Request a take-down →

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