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On a schedule

Answer your standard questions about each new financial report in a sheet

Each quarter new financial reports are indexed in Pinecone, and the answers to your standard questions about each company are written to your sheet.

Runs
On a schedule
Apps
Google Sheets, Pinecone
AI
Yes, uses the built-in AI allowance
Access
Pinecone read+write; sheet edit

Send this to your assistant

Create a ClickRuntime automation: on the first of each quarter, index the new reports in my Drive Reports folder into Pinecone, then answer each question in my Questions tab for each report and write the answers to my Answers tab.

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

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

Why use it

Why teams use this automation

Analysts ask the same questions of every report: how did revenue change, what is the guidance, what risks are new. Answering them by hand for each company, every quarter, takes days, and the answers end up in scattered notes.

Investors, analysts and finance teams use it to get a consistent table of answers for every company each quarter, with the wording pulled from the reports themselves.

What you get out of it

  • One table, every company

    Answers line up in the sheet by company and question, ready to compare.

  • Same questions, every time

    Your standard questions are asked of every report, so nothing gets skipped.

  • Answers from the source

    Each answer is based on passages from the report, not general knowledge.

  • Easy to extend

    Add a question to the tab and it is asked next quarter.

How it works

What happens, step by step

  1. At the start of each quarter, ClickRuntime finds reports added to your Drive folder since the last run.

  2. Each report is split into chunks and added to your Pinecone index with its file name.

  3. For every report, each question in your Questions tab is matched to the most relevant passages.

  4. AI answers from those passages, and one row per report and question is added to your Answers tab.

Before it runs live

  • Connect your Google Sheets account and pick the spreadsheets it may use
  • Connect Pinecone

What you get

RunsOn a schedule
Answer your standard questions about each new financial report in a sheettoday, 9:00Succeeded
Google Sheets · AnswersAcme Q3 2026 · What is full-year guidance? · Raised to 4.1-4.3bn, from 3.9-4.1bn, on stronger services demand

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

  • Run it at a different time, more or less often, or only on weekdays
  • 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 Sheets 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.
ask_questions_about_financial_reports_answers_logged_to_sheets.pyexample
import json
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, state, ai

SHEET_ID, Q = "your-spreadsheet-id", "'your-folder-id' in parents and mimeType='application/vnd.google-apps.document'"
HOST, NS = "https://kb-abc123.svc.aped-1234.pinecone.io", "reports"  # your index host and namespace
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):
    creds = Credentials(credentials.connection("google", "work"))
    drive, sheets = build("drive", "v3", credentials=creds, cache_discovery=False).files(), build("sheets", "v4", credentials=creds, cache_discovery=False).spreadsheets().values()
    new = drive.list(q=f"{Q} and createdTime > '{state.get('since') or '2026-01-01T00:00:00Z'}'", fields="files(id,name,createdTime)").execute()["files"]
    questions = [r[0] for r in sheets.get(spreadsheetId=SHEET_ID, range="Questions!A2:A").execute().get("values", []) if r]
    rows, pc = [], {"Api-Key": credentials.secret("PINECONE_API_KEY"), "X-Pinecone-API-Version": "2025-04"}
    for f in new:
        text = drive.export(fileId=f["id"], mimeType="text/plain").execute().decode("utf-8", "ignore")
        upsert([{"_id": f"{f['id']}#{n}", "chunk_text": text[i:i + 1500], "file_id": f["id"]} for n, i in enumerate(range(0, len(text), 1500))])
        for q in questions:
            hits = http.post(f"{HOST}/records/namespaces/{NS}/search", headers=pc, json={"query": {"inputs": {"text": q}, "top_k": 4,
                             "filter": {"file_id": {"$eq": f["id"]}}}}).json()["result"]["hits"]
            answer = ai.generate(f"Answer briefly from these passages only.\n{[h['fields']['chunk_text'] for h in hits]}\nQ: {q}",
                                 max_output_tokens=200).text.strip()
            rows.append([f["name"], q, answer])
    if rows:
        sheets.append(spreadsheetId=SHEET_ID, range="Answers!A:C", valueInputOption="RAW", body={"values": rows}).execute()
        state.set("since", max(f["createdTime"] for f in new))

FAQ

Common questions

Which report formats work?
Google Docs in your Drive folder. Open PDFs with Google Docs in Drive to convert them first.
How are answers kept apart by company?
Each report is stored with its file name, and searches for a report only use that report's passages.
Can I ask a one-off question?
Yes. Run it now with a new question in the tab, or ask your AI assistant to search the index directly.
What permissions does it need?
Pinecone read+write; sheet edit. 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 runs (on a schedule). Checks that find nothing to do 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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