Every hour

Get an analysis of each new earnings report compared with past quarters

When a new earnings report lands in your Drive folder, it is indexed and you get an email comparing it with earlier quarters.

Runs: Every hour
Apps: Google Drive, Pinecone
AI: Yes, uses the built-in AI allowance
Access: Drive read; Pinecone read+write

Send this to your assistant

Create a ClickRuntime automation: every hour, check my Drive Earnings folder for new reports, index them in Pinecone, and email me an analysis of revenue, margins and guidance compared with earlier quarters.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Reading an earnings report properly means holding last quarter's numbers and commentary in your head while you read this one. Analysts covering several companies rarely have time to do that for each release, so comparisons stay shallow.

Investors, analysts and finance teams use it to get a first comparison as soon as a report is saved, with the earlier quarters' wording pulled from their own archive.

What you get out of it

Comparison is done for you
Each new report is set against what the company said in earlier quarters.
Your archive becomes useful
Every report you save makes later comparisons richer.
Arrives as soon as you file it
Saving the PDF to the folder is the only step.
Grounded in the documents
The analysis quotes the reports themselves, so you can check each point.

How it works

What happens, step by step

Every hour, ClickRuntime checks your Drive folder for reports added since its last check.
Each new report is read, split into chunks and added to your Pinecone index.
Passages from the same company's earlier reports are found in the index.
AI compares the new report with those passages, and the analysis is emailed to you.

Before it runs live

Connect Google Drive
Connect Pinecone

What you get

RunsEvery hour

Get an analysis of each new earnings report compared with past quarterstoday, 9:00Succeeded

Email · Earnings analysisEarnings analysis: Acme Q3 2026 · Revenue up 8% on Q2, slower than Q1's 12%. Guidance for Q4 lowered, citing freight costs, a theme first raised in Q2.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Slack
Combine it with other Google Drive and Pinecone steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

analyse_earnings_reports_in_drive_and_email_a_summary.pyexample

import json
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, report_fetched, credentials, http, state, notify, ai

FOLDER_Q = "'your-folder-id' in parents and mimeType='application/vnd.google-apps.document'"
HOST, NS = "https://docs-abc123.svc.aped-1234.pinecone.io", "company"  # your index host and namespace
def search(text, k=5):
    r = http.post(f"{HOST}/records/namespaces/{NS}/search", json={"query": {"inputs": {"text": text}, "top_k": k}}, headers={
        "Api-Key": credentials.secret("PINECONE_API_KEY"), "X-Pinecone-API-Version": "2025-04"}).json()
    return [h["fields"] for h in r["result"]["hits"]]
def upsert(records):
    http.post(f"{HOST}/records/namespaces/{NS}/upsert", data="\n".join(json.dumps(r) for r in records[:96]), headers={
        "Api-Key": credentials.secret("PINECONE_API_KEY"), "X-Pinecone-API-Version": "2025-04", "Content-Type": "application/x-ndjson"}).raise_for_status()

@on_trigger
def run(event):
    drive = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).files()
    new = drive.list(q=f"{FOLDER_Q} and createdTime > '{state.get('since') or '2026-01-01T00:00:00Z'}'",
                     fields="files(id,name,createdTime)").execute()["files"]
    report_fetched(len(new))
    if not new:
        return {"new": 0}
    for f in new:
        text = drive.export(fileId=f["id"], mimeType="text/plain").execute().decode("utf-8", "ignore")
        past = "\n".join(f"[{h['file_name']}] {h['chunk_text']}" for h in search(f"{f['name'].split()[0]} revenue margin guidance", 8))
        upsert([{"_id": f"{f['id']}#{n}", "chunk_text": text[i:i + 1500], "file_name": f["name"]} for n, i in enumerate(range(0, len(text), 1500))])
        notify.email_me(f"Earnings analysis: {f['name']}", ai.generate("Analyse this earnings report (revenue, margins, guidance, "
                        f"tone) and compare it with the earlier quarters.\nNEW:\n{text[:12000]}\nEARLIER:\n{past}", max_output_tokens=1200).text)
    state.set("since", max(f["createdTime"] for f in new))

FAQ

Common questions

Does it read PDFs?

Save each report as a Google Doc: in Drive, open the PDF with Google Docs and keep that copy in the folder. Typical earnings releases convert well, though tables can lose some formatting.

What does the email cover?

Revenue, margins, guidance and notable changes in tone or risk wording, each compared with earlier quarters where the archive has them.

Can it cover several companies?

Yes. Name the files with the company, such as Acme Q3 2026, and comparisons are made within the same company.

What permissions does it need?

Drive read; Pinecone read+write. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

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