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AI-powered stock analysis with AI scoring and Gmail report delivery

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AI-powered stock analysis with AI scoring and Gmail report delivery preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Workflow Description and Setup Guide This workflow provides comprehensive AI driven stock analysis, generating detailed deep reports by leveraging advanced vector based data retrieval and API integ...

Best for

  • Crypto Trading automation workflows
  • AI RAG automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

@n8n/n8n-nodes-langchain.toolthink, @n8n/n8n-nodes-langchain.vectorstoresupabase, @n8n/n8n-nodes-langchain.embeddingsopenai, @n8n/n8n-nodes-langchain.rerankercohere, @n8n/n8n-nodes-langchain.agent, n8n-nodes-base.httprequesttool, n8n-nodes-base.stickynote, n8n-nodes-base.gmail

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Paul.

Original n8n.io source

1.1 Workflow description

Title
AI-powered stock analysis with AI scoring and Gmail report delivery
Workflow name
AI-powered stock analysis with AI scoring and Gmail report delivery

Workflow Description and Setup Guide

This workflow provides comprehensive AI-driven stock analysis, generating detailed deep reports by leveraging advanced vector-based data retrieval and API integrations for precise financial analytics using Danelfin scoring and strategy.


Overview

This workflow automates stock analysis utilizing:

  • AI-driven scoring and sector insights (Danelfin configuration)
  • Vector-based data retrieval (Supabase)
  • Deep analytical reports

Key Components and API Integrations

1. Danelfin AI Stock Analysis API

Provides advanced stock scores, rankings, and sector insights.

  • Endpoints:

    • /ranking: Stock rankings and scores
    • /sectors: Sector information
    • /industries: Industry details

2. Supabase Vector Store

Vector embedding storage and quick data retrieval.


Workflow Steps

Initialization

  1. Chat Trigger: Activates when a message requesting stock analysis is received.

Stock Analysis and Deep Reporting

  1. Main AI Agent: Processes the query, retrieves relevant data from Danelfin, and generates deep analytical reports.

  2. Supabase Vector Store: Facilitates efficient data retrieval using embeddings.

Reporting

  1. Markdown Conversion: Transforms analysis into a readable HTML format.

  2. Email Reporting: Sends detailed reports via Gmail.


Setup Instructions

Prerequisites

  • Obtain API Keys for Supabase and Danelfin.

Configuration Steps

  1. Set API Keys:

    • Supabase API credentials for vector storage.
    • Danelfin API credentials for stock analysis.
  2. Gmail API Credentials:

    • Configure Gmail node for sending reports.

Running the Workflow

  • Triggered automatically by chat messages requesting analysis.
  • Reports sent directly via email.

This setup ensures precise, AI-driven stock analysis delivered clearly through automated deep reporting.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Think

Type / Role
@n8n/n8n-nodes-langchain.toolThink - toolThink
Config choices
Version 1

Block 2 - Supabase Vector Store1

Type / Role
@n8n/n8n-nodes-langchain.vectorStoreSupabase - vectorStoreSupabase
Config choices
Version 1.3

Block 3 - Embeddings OpenAI

Type / Role
@n8n/n8n-nodes-langchain.embeddingsOpenAi - embeddingsOpenAi
Config choices
Version 1.2

Block 4 - Reranker Cohere

Type / Role
@n8n/n8n-nodes-langchain.rerankerCohere - rerankerCohere
Config choices
Version 1

Block 5 - Danelfin request

Type / Role
@n8n/n8n-nodes-langchain.agent - agent
Config choices
Version 2

Block 6 - ranking

Type / Role
n8n-nodes-base.httpRequestTool - httpRequestTool
Config choices
Version 4.2

Block 7 - sectors

Type / Role
n8n-nodes-base.httpRequestTool - httpRequestTool
Config choices
Version 4.2

Block 8 - industries

Type / Role
n8n-nodes-base.httpRequestTool - httpRequestTool
Config choices
Version 4.2

Block 9 - Sticky Note2

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 10 - Send report

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 11 - When chat message received

Type / Role
@n8n/n8n-nodes-langchain.chatTrigger - chatTrigger
Config choices
Version 1.1

Block 12 - Postgres Chat Memory1

Type / Role
@n8n/n8n-nodes-langchain.memoryPostgresChat - memoryPostgresChat
Config choices
Version 1.3

Block 13 - Set a reasoning model

Type / Role
@n8n/n8n-nodes-langchain.lmChatOpenRouter - lmChatOpenRouter
Config choices
Version 1

Block 14 - Sticky Note

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 15 - Markdown to HTML

Type / Role
n8n-nodes-base.markdown - markdown
Config choices
Version 1

Block 16 - Supabase Vector Store

Type / Role
@n8n/n8n-nodes-langchain.vectorStoreSupabase - vectorStoreSupabase
Config choices
Version 1.3

Block 17 - Default Data Loader

Type / Role
@n8n/n8n-nodes-langchain.documentDefaultDataLoader - documentDefaultDataLoader
Config choices
Version 1.1

Block 18 - Recursive Character Text Splitter

Type / Role
@n8n/n8n-nodes-langchain.textSplitterRecursiveCharacterTextSplitter - textSplitterRecursiveCharacterTextSplitter
Config choices
Version 1

Block 19 - Embeddings OpenAI1

Type / Role
@n8n/n8n-nodes-langchain.embeddingsOpenAi - embeddingsOpenAi
Config choices
Version 1.2

Block 20 - Sticky Note5

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 21 - Sticky Note1

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 22 - Sticky Note3

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 23 - Sticky Note4

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 24 - Sticky Note6

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

3. Summary Table

Workflow AI-powered stock analysis with AI scoring and Gmail report delivery
Complexity advanced
Nodes 24
Categories Crypto Trading, AI RAG
Author Paul
Published 01 Aug 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/6823/6823.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does AI-powered stock analysis with AI scoring and Gmail report delivery do?

Workflow Description and Setup Guide This workflow provides comprehensive AI driven stock analysis, generating detailed deep reports by leveraging advanced vector based data retrieval and API integ...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Crypto Trading, AI RAG use case.