Grant seeking requires staff to manually search multiple databases, extract eligibility criteria, verify organizational fit, and gather scattered documents before populating application forms. This fragmented workflow consumes per application and causes missed deadlines.
Automation monitors grant databases in real time, extracts opportunity details, checks organizational eligibility automatically, and pre-fills application forms with stored organizational data. the team reviews and submits applications in a fraction of the time.
The full workflow, from trigger to completion.
A new grant opportunity is identified from monitored databases or submitted by staff, triggering the workflow.
The automation extracts grant name, deadline, funder, funding amount, and eligibility criteria from the source and logs them.
The automation compares extracted eligibility criteria against stored organizational profile data to determine fit and flag any mismatches.
An eligible grant is logged as a task with deadline, required documents, and pre-filled organizational information.
A notification is sent to the grant team with the opportunity summary, deadline, and a link to the application task.
The application task is assigned to the Program Director for final review, document gathering, and submission decision.
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