Grant Drive Folder Eligibility Triage

This workflow watches a Google Drive intake folder where program staff drop grant announcements and NOFOs. Each new document is parsed, then checked against your organization's eligibility profile — entity type, mission alignment, service area, match requirements, and budget ceiling. It produces a clean, filed assessment so grant decisions live in one searchable place instead of email threads.

Use it when a development team collects grant PDFs faster than anyone can read them, and you want every opportunity logged with a consistent eligibility verdict. Ideal for nonprofits and research offices that already route documents through Drive.

1. 1A new file added to the watched Google Drive folder triggers the run.
2. 2The workflow downloads and reads the document text, including embedded eligibility and deadline sections.
3. 3The model extracts mandatory eligibility criteria and required matching funds.
4. 4It compares each criterion to your stored org profile and labels fit, gap, or hard fail.
5. 5A logic step sets the verdict: eligible, conditionally eligible, or ineligible.
6. 6The assessment, with deadline and required next steps, is written as a new page in the grants Notion database for the team to review.