Email Automation
Track special education deadlines with Google Sheets, Gmail, Calendar, and DeepSeek
On a schedule, it handles email with OpenAI / ChatGPT and DeepSeek using Gmail, Google Calendar, Google Sheets.
What it does
## Track special education deadlines ### How it works 1. Every morning the workflow reads the Caseload tab and works out each legal due date and start-by date from its own anchor date. 2. Overdue cases go straight to the compliance lead as an escalation email. 3. Cases inside their action window get a worklist. DeepSeek drafts the parent notices and checklists, the case manager gets them by Gmail, and a meeting hold lands on Google Calendar. 4. On Mondays a second schedule builds the caseload board and emails a short memo written by DeepSeek. 5. Two hosted forms keep the ledger current. New Deadline Form starts a new clock, Deadline Outcome Form records a held or filed date. Incomplete entries get an email back. ### Setup steps - [ ] Create a Google Sheets ledger with a Caseload tab and the columns listed in the description. - [ ] Connect Google Sheets on the four sheet nodes and select the spreadsheet. - [ ] Connect Gmail and set the case manager and compliance lead addresses. - [ ] Connect Google Calendar on Create Meeting Hold Event. - [ ] Add an OpenAI-compatible DeepSeek credential on Notices Model and Board Model. - [ ] Share both forms with the front office and send one test row. ### Customization Change the lead days per deadline type at the top of Compute Deadline Risk if your state uses different windows, or move the two schedule times.
The steps
- Daily Compliance Sweep
- Read Caseload
- Compute Deadline Risk
- Overdue Deadlines?
- Build Overdue Alert
- Email Overdue Escalation
- In Action Window?
- Build Upcoming Worklist
- Draft Notices And Checklists
- Notices Model
- Parse Drafted Notices
- Email Worklist To Case Manager
- Create Meeting Hold Event
- Weekly Compliance Board
31 steps in total.
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