Nonprofits · Example workflow
Draft the annual grant report from program data
Compare what you delivered with what you promised and draft each report section.
Example request
Our annual report to the community foundation is due on the 30th. Pull this year’s program numbers from the attendance sheets in Google Drive, compare them with the outcomes we promised in the original proposal, and draft each section of their report template. Mark where we missed a target and what explanation we still need from the program director.
How the agent works through it
- Collect program numbers from the sheets you connect.
- Compare results with the outcomes promised in the proposal.
- Draft each section and list the explanations still needed.
What comes back
A complete report draft with every figure traced to its sheet.
What needs your approval
The executive director approves the numbers and narrative before submission.
Sharing with others
Ask the program director for missing explanations inside the same task.