Templates

Grant Management Agent

Automates and manages grant-related communications for foundations.

Non-profit & NGO

What This Agent Does

Automates and manages grant-related communications for foundations.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: grant application, funding request, donor inquiry, compliance report, renewal notification OR from: @grants.gov, @foundationcenter.org

THEN DOES

1. For grant applications: Search Documents for past application reviews. Label email as 'grant-application'. Forward to grants@foundation.org with a request for initial assessment. 2. For funding requests: Reply with acknowledgment receipt of the request. Forward to finance@foundation.org for budget review. Add 'funding-request' label. 3. For donor inquiries: Search Documents for donor history. Reply with tailored thank-you note including latest impact reports. Forward to donor-relations@foundation.org. Add 'donor-communication' label. 4. For compliance reports: Forward to compliance-team@foundation.org with high priority. Archive original email with 'compliance' label. 5. For renewal notifications: Label as 'grant-renewal'. Forward to grants@foundation.org and cc renewal-team@foundation.org.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.