Grant Disbursement & Agreements

Automation detects a new approved grant entry in the tracking spreadsheet or receives an approval notification.

The automation reads grant data (grantee name, amount, type, conditions, dates) from the spreadsheet or email and structures it for downstream use.

A template engine automatically selects the correct agreement template based on grant type and populates all fields (grantee, amount, dates, conditions) without manual editing.

The generated agreement is sent to the grants manager and finance lead via email for approval. The automation waits for both to confirm before proceeding.

Once approved, the automation uploads the final agreement, configures signature fields, and sets the signing order (grantee, then executive director).

The automation sends the envelope to the grantee and executive director in sequence, with automatic reminders if signatures are not collected within 5 days.

Once both signatures are collected, the automation creates a new payee record and schedules the fund transfer for the agreed date.

The automation updates the grant tracking spreadsheet with signed agreement date and fund release date, downloads the signed agreement, saves it to the shared drive, and sends a completion notification to stakeholders.