Grant reporting and compliance tracking requires manual collection, verification, and analysis of grantee reports against grant agreements. The process is time-intensive, error-prone, and creates audit trail gaps across email and file storage.
Automation collects reports, validates completeness, extracts key data, and checks compliance against grant terms in a centralized system. The result is faster turnaround, complete audit trails, and reduced manual review work.
The full workflow, from trigger to completion.
The automation checks the grant calendar daily and identifies grants with reporting deadlines in the next 14 days.
An automated email is sent to each grantee with the deadline, required fields, and a link to the reporting form.
Grantees submit reports through a standardized Google Form that captures all required fields in a structured format.
The automation reviews each submission against the grant agreement, flags missing fields, and auto-requests revisions from incomplete submissions.
Validated data is automatically populated into the master consolidation sheet, eliminating manual copy-paste.
The automation compares spending, timeline, and outcome data against grant terms, flags deviations, and generates a compliance summary.
All reports, validation notes, and compliance findings are automatically organized and filed with timestamps and audit metadata.
A summary message is posted confirming completion, listing any flagged issues, and linking to the final report.
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