Generate M&A due diligence reports with Decodo, OpenAI and Pinecone

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1. Workflow Overview

Best for

Document Extraction automation workflows
AI RAG automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.httprequest, n8n-nodes-base.webhook, n8n-nodes-base.code, n8n-nodes-base.splitinbatches, @n8n/n8n-nodes-langchain.vectorstorepinecone, @n8n/n8n-nodes-langchain.embeddingsopenai, @n8n/n8n-nodes-langchain.documentdefaultdataloader, n8n-nodes-base.aggregate

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Generate M&A due diligence reports with Decodo, OpenAI and Pinecone
Workflow name: Generate M&A due diligence reports with Decodo, OpenAI and Pinecone

Turn unstructured pitch decks and investment memos into polished Due Diligence PDF reports automatically. This n8n workflow handles everything from document ingestion to final delivery, combining internal document analysis with live web research to produce analyst-grade output in minutes.

The Problem It Solves

Reviewing a single deal manually reading the deck, cross-checking claims online, formatting the summary easily takes half a day. Multiply that by 10–20 inbound deals per week, and your team is buried in low-leverage work before any real analysis begins.

This workflow compresses that cycle into a single automated pipeline.

How It Works

Upload: Send a PDF, DOCX, or PPTX to the webhook endpoint.
Parse: LlamaParse extracts clean Markdown from complex layouts, preserving tables and financial data.
Enrich: The workflow identifies the target company, then pulls supplementary data from the open web (corporate pages, risk signals) using Decodo's search and scraping APIs to verify and contextualize claims made in the source documents.
Analyze: An AI Agent runs six targeted retrieval queries against the combined dataset: revenue history, key risks, business model, competitive landscape, management profile, and deal terms.
Deliver: Results render into a branded HTML template, convert to PDF via Puppeteer, upload to Cloudflare R2, and return a download link.

Each deal gets a unique namespace in Pinecone, so documents are isolated and repeat uploads skip redundant parsing.

What You Need

Service	Role
n8n	Workflow orchestration
LlamaIndex Cloud	Document parsing (LlamaParse)
Pinecone	Vector storage & retrieval
OpenAI API	Embeddings (text-embedding-3-small) & LLM analysis (GPT-5.4)
Decodo API	Web search & page scraping
Cloudflare R2	Report file storage (S3-compatible)

Quick Start

Import the workflow JSON into your n8n instance.
Add credentials for OpenAI, Pinecone, LlamaIndex (Header Auth), Decodo, and Cloudflare R2 (S3-compatible).
Update the R2 base URL in the "Build Public Report URL" node.
Fire a test POST with a sample deck to the webhook.

Customization Ideas

Swap the HTML template to match your firm's branding and report structure.
Extend the AI Agent prompt to cover additional dimensions like ESG scoring or technical debt.
Route the finished PDF to Slack, email, or your CRM instead of (or alongside) R2.

Troubleshooting

Symptom	Likely Fix
Parsing times out	Increase the Wait node duration; check file size against LlamaParse limits
Thin or generic analysis	Verify the source PDF is text-based, not a scanned image, enable OCR if needed
Broken PDF layout	Simplify CSS in the HTML render node; older Puppeteer builds handle basic layouts better

Created by: Khmuhtadin Category: Business Intelligence | Tags: AI, RAG, Due Diligence, Decodo

Portfolio • Store • LinkedIn • Medium • Threads

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 - Retrieve Parsed Content

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

Block 2 - Receive Upload Request

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

Block 3 - Split Uploaded Files + Build Deal ID

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 4 - Iterate Files for Parsing

Type / Role: n8n-nodes-base.splitInBatches - splitInBatches
Config choices: Version 3

Block 5 - Get Pinecone Index Stats

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.3

Block 6 - Upsert Chunks to Pinecone

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

Block 7 - Generate Embeddings (Ingest)

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

Block 8 - Prepare Parsed Text Document

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

Block 9 - Collect Ingested Deal IDs

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

Block 10 - Prepare Analysis Context

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 11 - Run Due Diligence AI Analysis

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 3.1

Block 12 - OpenAI Chat Model (5-mini)

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

Block 13 - Parse Structured Analysis JSON

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

Block 14 - Generate Embeddings (Retrieval)

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

Block 15 - Map Analysis to Report Fields

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 16 - Render DD Report HTML

Type / Role: n8n-nodes-base.html - html
Config choices: Version 1.2

Block 17 - Render PDF from HTML

Type / Role: n8n-nodes-puppeteer.puppeteer - puppeteer
Config choices: Version 1

Block 18 - Convert PDF Base64 to Binary File

Type / Role: n8n-nodes-base.convertToFile - convertToFile
Config choices: Version 1.1

Block 19 - Upload Report PDF to S3

Type / Role: n8n-nodes-base.s3 - s3
Config choices: Version 1

Block 20 - Build Public Report URL

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 21 - Merge Analysis + Report URL

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 22 - Is Parsing Job Complete?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 23 - Upload File to LlamaParse

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

Block 24 - Check LlamaParse Job Status

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

Showing the first 24 of 61 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Generate M&A due diligence reports with Decodo, OpenAI and Pinecone
Complexity	advanced
Nodes	61
Categories	Document Extraction, AI RAG
Author	Khairul Muhtadin
Published	18 Feb 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/13500/13500.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

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

Download workflow JSON Original n8n.io source Document Extraction workflows AI RAG workflows

Frequently asked questions

What does Generate M&A due diligence reports with Decodo, OpenAI and Pinecone do?

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 Document Extraction, AI RAG use case.

Khairul Muhtadin

53 workflows

Nodes

n8n-nodes-base.httprequest n8n-nodes-base.webhook n8n-nodes-base.code n8n-nodes-base.splitinbatches @n8n/n8n-nodes-langchain.vectorstorepinecone @n8n/n8n-nodes-langchain.embeddingsopenai @n8n/n8n-nodes-langchain.documentdefaultdataloader n8n-nodes-base.aggregate

Complexity

advanced

Published 18 Feb 2026

Likes 0

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Install path: /data/workflows/13500/13500.json

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Generate M&A due diligence reports with Decodo, OpenAI and Pinecone

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

The Problem It Solves

How It Works

What You Need

Quick Start

Customization Ideas

Troubleshooting

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Retrieve Parsed Content

Block 2 - Receive Upload Request

Block 3 - Split Uploaded Files + Build Deal ID

Block 4 - Iterate Files for Parsing

Block 5 - Get Pinecone Index Stats

Block 6 - Upsert Chunks to Pinecone

Block 7 - Generate Embeddings (Ingest)

Block 8 - Prepare Parsed Text Document

Block 9 - Collect Ingested Deal IDs

Block 10 - Prepare Analysis Context

Block 11 - Run Due Diligence AI Analysis

Block 12 - OpenAI Chat Model (5-mini)

Block 13 - Parse Structured Analysis JSON

Block 14 - Generate Embeddings (Retrieval)

Block 15 - Map Analysis to Report Fields

Block 16 - Render DD Report HTML

Block 17 - Render PDF from HTML

Block 18 - Convert PDF Base64 to Binary File

Block 19 - Upload Report PDF to S3

Block 20 - Build Public Report URL

Block 21 - Merge Analysis + Report URL

Block 22 - Is Parsing Job Complete?

Block 23 - Upload File to LlamaParse

Block 24 - Check LlamaParse Job Status

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions