DOCUMENT OPS
Discord RFP Go/No-Go Triage Router
Scores each Discord-submitted RFP against your bid criteria and routes qualified opportunities to a Linear project while declining the rest with a logged reason.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Discord RFP attachmentDiscord
- ActionExtract criteria fields with OpenAIOpenAI
- LogicScore against go/no-go thresholds
- ActionCreate Linear project + requirement issuesLinear
- OutputReply in Discord with go/no-go verdictDiscord
What it does
Applies your go/no-go rules to every incoming RFP and decides whether it's worth pursuing. Qualified RFPs become a Linear project with requirement issues; disqualified ones get logged so you keep a paper trail of what you passed on.
When to use it
Use it when RFP volume exceeds your capacity to bid on everything and you need consistent, criteria-based filtering instead of gut calls. Best for teams with clear minimum thresholds like deal size, region, or required certifications.
How it works
- 1A new RFP attachment in the Discord channel triggers the flow.
- 2OpenAI extracts deal size, deadline, required capabilities, and disqualifiers from the document.
- 3A logic branch scores the RFP against your configured thresholds and decides go or no-go.
- 4If go, a Linear project is created with one issue per requirement so the bid team can start immediately.
- 5If no-go, the decision and reason are recorded and the flow replies in Discord with the verdict either way.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect LinearIssues, projects, cycles, triage.
- 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 this workflow in your colony.
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