DOCUMENT OPS
RFP Deadline Extractor to Calendar and Task List
Pulls every dated milestone from a Discord-submitted RFP and creates calendar events plus assigned ClickUp tasks so no submission deadline is missed.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Discord RFP attachmentDiscord
- ActionExtract dated milestones with OpenAIOpenAI
- LogicValidate dates and apply lead-time buffer
- ActionCreate Google Calendar eventsGoogle Calendar
- ActionCreate assigned ClickUp tasksClickUp
- OutputReply in Discord with deadline timelineDiscord
What it does
Reads an RFP for all time-sensitive items, questions-due dates, intent-to-bid deadlines, and final submission, and turns them into Google Calendar events and ClickUp tasks with buffer reminders. It exists so a buried deadline never costs you a bid.
When to use it
Use it when RFPs carry multiple staggered deadlines and your team has missed one before. Ideal for proposal coordinators who manage several concurrent bids and need every date on a shared calendar automatically.
How it works
- 1A new RFP attachment in Discord triggers the flow.
- 2OpenAI extracts each dated milestone with its label and the action required.
- 3A logic step validates the dates, drops anything in the past, and adds a configurable lead-time buffer to each.
- 4A Google Calendar event is created for every milestone, and a matching ClickUp task is created and assigned to the bid owner.
- 5The flow replies in Discord with the full deadline list so the team has an at-a-glance timeline.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 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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