Nonprofits · Example workflow
Find grants that fit your programs
Research eligible foundations, check what they fund, and rank them by fit and effort.
Example request
Research foundation grants for our youth literacy program with deadlines in the next four months. For each one, check eligibility, typical award size, what they funded last year, and required attachments. Add the good fits to a Google Sheets pipeline, ranked by fit and effort, and draft a letter of inquiry outline for the top three.
How the agent works through it
- Search funder websites and public grant listings.
- Check eligibility, award size, recent grants, and requirements.
- Rank the prospects and outline letters of inquiry.
What comes back
A ranked grant pipeline with deadlines, and a head start on the best prospects.
What needs your approval
Your team decides which grants to pursue and approves every inquiry or application.
Sharing with others
Share the pipeline with the board’s development committee.