1.Detects new form response submissions
Integrate Google Forms and form response tracking to trigger on each submission and pull submission fields and attachments.
Create RFP intake task with folder and sheet
Automatically monitor new form response submissions across Google Forms and Google Drive. Create and update tasks when submissions include attachments, folder mappings, or tracker rowsβso you can protect your bid intake, build organized files, and notify stakeholders without manual intake.
How this automation accelerates your RFP intake
When new RFP form responses arrive, delays can stall bid review and scatter files across inboxes and drives. This automation monitors submissions and builds a folder structure, uploads and analyzes attachments, then creates Asana tasks and updates Google Sheetsβso your team can respond faster.
Google Formsor swap with your favorite app
2.Creates folder for each RFP response
Integrate Google Drive and storage organization tools to create a year month folder and return the folder ID for placement.
Google Driveor swap with your favorite app
3.Uploads and converts attached files
Integrate Google Drive and document processing tools to upload or convert attachments into the new folder and return file links.
4.Analyzes files for task fields
Integrate Sub-Zap by Zapier and content analysis steps to call the sub-process and return summarized metadata for task fields.
Sub-Zap by Zapieror swap with your favorite app
5.Creates task and updates tracker
Integrate Asana, Google Sheets, and email templates to create tasks with attachments, then update tracker rows and send notifications.
Asanaor swap with your favorite app
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Explore all RFP response management automations
Accelerate RFP response workflows with automated intake routing, stakeholder handoffs, and content updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Allen Lai, Head of Customer Experience
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