Funding and claims management involves monitoring grant opportunities, assessing eligibility, gathering documents, and submitting applications or reimbursement claims to funders.
Automation monitors funding opportunities, extracts eligibility data, assembles application packages, and tracks submissions end-to-end. Approvers review only the final package, and funder responses are logged automatically, reducing cycle time from days to hours.
The full workflow, from trigger to completion.
A new grant opportunity is detected via RSS feed or email, or a reimbursement claim is submitted via a form. The trigger captures the opportunity details or claim data.
The automation reviews the opportunity or claim against stored eligibility rules and extracts key fields (deadline, amount, required documents, funder contact). the automation flags any missing information.
The automation retrieves required supporting documents from Google Drive or shared folders and compiles them into a single folder or attachment list.
The automation fills the grant application or reimbursement claim form with extracted data and attaches supporting documents, ready for review.
A notification is sent to the designated approver (CFO, manager) with a link to the prepared application and a request for sign-off.
Once approved, the automation submits the application or claim to the funder's portal or sends it via email, and logs the submission timestamp.
The submission is recorded in a central or tracker with the deadline, funder contact, and expected decision date. Reminders are scheduled for follow-up.
When the funder responds with approval and payment details, the automation creates or updates the corresponding record, linking the claim reference for audit compliance.
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