DOCUMENT OPS
Discord RFP to Dropbox Archive and Notion Brief
Archives Discord-submitted RFP files to a dated Dropbox folder and generates a one-page Notion brief summarizing scope, deadline, and key requirements.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Discord RFP attachmentDiscord
- ActionArchive original file to DropboxDropbox
- ActionSummarize document with OpenAIOpenAI
- ActionCreate Notion brief pageNotion
- OutputPost Notion link to DiscordDiscord
What it does
Captures RFP documents posted in Discord, stores the original in an organized Dropbox archive, and produces a readable Notion brief so stakeholders get the gist without opening the source file.
When to use it
Use it when you need both a durable record of every RFP received and a fast executive summary for leadership to decide whether to pursue. Good for teams that lose track of where proposals were saved.
How it works
- 1A document attachment posted to the Discord intake channel triggers the flow.
- 2The original file is uploaded to a Dropbox folder named by date and submitter for a permanent archive.
- 3OpenAI reads the document and produces a structured brief: client, scope summary, submission deadline, budget signals, and the top requirements.
- 4A new Notion page is created in the RFP database with that brief, the Dropbox link, and a status property defaulting to "Reviewing."
- 5The flow posts the Notion page link back to Discord so the channel knows the RFP is logged and summarized.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect DropboxFiles and folders.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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