SUMMARIZATION
Earnings transcript upload to finance-lead email digest
Watches a Google Drive folder for a new earnings transcript file, summarizes the quarter's guidance-vs-actuals story.
How it runs
The automated pipeline, trigger to output.
- TriggerNew transcript file in Drive folderGoogle Drive
- ActionRead and normalize file to textGoogle Drive
- ActionExtract guidance, actuals, and outlook toneOpenAI
- ActionCompose email digestOpenAI
- OutputSend digest to finance leadOutlook
What it does
The moment an analyst drops an earnings transcript into a shared Drive folder, this workflow reads the file, builds a guidance-vs-actuals comparison, and sends the finance lead a clean email digest with the headline numbers, the three biggest variances, and management's tone on next quarter.
When to use it
Use when transcripts arrive as files (PDF or TXT) rather than web pages, and the finance lead prefers a push to their inbox over checking a dashboard. Ideal for teams that already centralize earnings docs in Drive.
How it works
- 1A Drive folder-watch trigger fires when a new transcript file appears.
- 2The file content is read and normalized to plain text.
- 3OpenAI extracts prior guidance, reported actuals, and a confidence-toned read of the forward outlook.
- 4OpenAI composes an email-ready digest: a one-line verdict, a beats/misses bullet list, and the top three variances with brief explanations.
- 5Outlook sends the digest to the finance lead with the source filename referenced.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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