DOCUMENT OPS
Discord RFP Attachment to Airtable Requirements Checklist
Watches a Discord channel for posted RFP documents, extracts every discrete requirement, and writes a structured, trackable checklist to Airtable.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Discord message with attachmentDiscord
- LogicFilter: attachment is a document
- ActionExtract requirements with OpenAIOpenAI
- ActionCreate one Airtable row per requirementAirtable
- OutputReply in Discord with checklist linkDiscord
What it does
Turns an RFP that someone drops into a Discord channel into a row-per-requirement Airtable checklist your team can assign, track, and mark complete. No more reading a 40-page PDF and hand-typing a spreadsheet.
When to use it
Use it when proposals come in through a community or vendor Discord and your bid team needs a clean requirements matrix fast. Ideal for agencies and contractors who triage many RFPs and need to decide go/no-go quickly.
How it works
- 1A new message with a file attachment lands in the watched Discord channel and fires the trigger.
- 2A filter step confirms the attachment is a document (PDF, DOCX) and not an image or link, skipping anything else.
- 3The document text is pulled and passed to OpenAI, which extracts each mandatory and optional requirement as a discrete item with a category and compliance type.
- 4For every extracted requirement, a row is created in Airtable with fields for requirement text, category, owner (blank), and status set to "Not started."
- 5A confirmation reply is posted back to the Discord thread linking the new Airtable checklist.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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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