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Library / Email Automation

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

  1. Daily Compliance Sweep
  2. Read Caseload
  3. Compute Deadline Risk
  4. Overdue Deadlines?
  5. Build Overdue Alert
  6. Email Overdue Escalation
  7. In Action Window?
  8. Build Upcoming Worklist
  9. Draft Notices And Checklists
  10. Notices Model
  11. Parse Drafted Notices
  12. Email Worklist To Case Manager
  13. Create Meeting Hold Event
  14. Weekly Compliance Board

31 steps in total.

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