Changelog

Three improvements to the moments where your existing work comes into Grantable — from a team drive, from a colleague’s invitation, or from your V1 account.

Shared drives in the Google Drive picker — The Drive picker now opens with two tabs: your own My Drive files and the shared drives your organization has given you access to. Grant material usually lives on a team drive rather than in anyone’s personal Drive, and now you can import from either in the same flow.

Invitations find you when you sign in — If a teammate invited you and you sign in with that email address, Grantable recognizes the waiting invitation and adds you to the workspace — no need to hunt down the original email. Choosing Skip for now is remembered, so you’re only asked once.

Organization profile on V1 import — Importing a V1 workspace now brings the full set of organization details you’d filled in there — mission, focus areas, budget, team, location — into your workspace Profile.md. That file is read in every chat in the workspace, so a richer profile means better first drafts. If your V1 account didn’t have those details, Grantable asks you for them right after you land.

Write and send email without leaving a conversation, plus a more honest read on what Grantable actually knows about a funder.

Email drafts in chat — When a conversation calls for an email, Grantable now stages it as an editable compose card right in the thread — To, Cc, subject, and body, all editable before anything goes out. Send it from your workspace inbox so the exchange stays threaded to the conversation, or hand it off to your own mail client pre-filled. Sends from a workspace carry that workspace’s identity.

Signal strength on prospect tables — A funder’s row now shows how complete Grantable’s data on that funder is — Excellent through Poor — rather than a guess at fit. Signal and fit are different questions, and a funder with excellent data can still be a poor match. A categorical fit verdict appears once a prospect has actually been assessed, so the table tells you what to read next without pretending to have already decided.

Cloud imports into the folder you’re in — Start a Google Drive import from any folder’s own menu and the files land in that folder. The Drive picker is easier to reach, easier to close, and clearer about what to do when a browser extension gets in its way.

Faster funder pages — Related-funder lists across Grantable’s funder directory are now precomputed, so profile pages and their suggested funders load noticeably faster.

Steadier sessions — Uploads, file renames, and workspace loading handle intermittent connections more gracefully.

Files from your cloud drives now land exactly where you want them, and every billing change tells you plainly what happens next.

Import straight into a folder — Open any folder’s ⋯ menu in the file sidebar and choose a provider under Import from. Everything you select arrives inside that folder instead of at the top of your library, so a set of RFPs or a year of board reports stays organized from the moment it lands.

Clearer cloud import menu — The + New menu now groups Google Drive, Dropbox, OneDrive, and Box under an Import from heading, so it reads as a way to add files rather than a list of app names.

Smoother cloud connections — Connecting a drive and picking files is more dependable end to end: the picker opens and closes cleanly, your selection is always carried through, and if a browser extension gets in the way, the message names it so you know what to turn off.

A cancellation flow that tells you what happens — Canceling a plan now ends on a screen stating the exact date your access ends, followed by a confirmation email. Your workspaces and documents are kept, and you can reactivate any time before that date.

A redesigned sidebar that puts your conversations front and center, plus tighter privacy controls for cloud integrations.

Chats tab in the sidebar — Your conversation history now lives in a dedicated Chats tab in the left sidebar. Browse, search, and jump back into past conversations without opening the full search overlay. The sidebar navigation is also collapsible, giving you more room to focus when you need it.

Scoped Google Drive access — When you connect Google Drive, Grantable now uses a file picker that only requests access to the specific files you select — not your entire Drive. This means fewer permission prompts and a clearer privacy boundary: Grantable only sees what you explicitly share.

Referral credits — Refer a colleague and both of you receive account credit. The referral program now rewards both the inviter and the new user.

Chat reliability — Conversations are more resilient through long working sessions, with smoother recovery from intermittent network blips.

A dedicated inbox for receiving emails inside Grantable, and a faster path from a funder page on the web into an AI assessment of that funder.

Workspace Inbox (Pro) — Receive emails directly in your Grantable workspace. Incoming messages are analyzed by the AI, which can draft replies using your organization’s context and Grantable’s help documentation. Save attachments straight to your file library with one click. Available on Pro and Pro+ plans.

Deep-link funder assessment — Links from Grantable’s marketing pages and funder directories can now drop you directly into a prospecting conversation with that funder pre-loaded. Sign in (or sign up) and land right in the assessment — no copy-pasting funder names.

A new top-tier plan, smarter onboarding prompts, and branded communications.

Pro+ plan tier — A new top-tier plan for larger teams, with room for up to 10 members and priority support. A new upgrade dialog shows exactly which capabilities unlock at each tier, so you can compare without leaving your workflow.

Context-aware quick actions — The quick-start suggestions on the home screen now adapt to your workspace. A new account sees prompts like “Create my org profile” and “Upload existing materials,” while an active workspace surfaces suggestions tied to your current grants, recent conversations, and upcoming deadlines. Same chat, smarter starting point.

Branded email templates — Magic links, team invitations, and other transactional emails now arrive with Grantable branding and clean formatting instead of plain text.

Final hardening ahead of wider availability — multi-workspace billing, plan-aware features, and in-app support.

Multi-workspace billing — Organizations with multiple workspaces now get a single unified bill. Payment method defaults, cancellation, and account scoping all work correctly across workspaces.

Plan-aware features — Prospecting tools and scheduled tasks now show clear indicators of which capabilities are available on Pro.

Interactive tables — The AI can present structured data as interactive tables with checkboxes, sorting, and a detail panel — useful for reviewing funder shortlists or comparing grant opportunities side by side.

In-app support — A contact support button now appears on error pages, and the support modal links directly to help documentation for self-service troubleshooting.

Login reliability — Improved magic link compatibility with enterprise email security tools that pre-fetch URLs.

A focused round of reliability improvements across chat, notifications, and cloud integrations.

Chat reliability — Improved chat stability under intermittent connections, with more consistent message delivery and stream recovery.

Notifications & comments — Comment notifications, @mention rendering, and email reply formatting now work reliably across all notification channels.

Cloud integrations — Google Drive and OneDrive connections now handle token refresh automatically, and file imports surface clear errors when intervention is needed.

Inline dashboard editing — List view items on the dashboard can now be edited inline with click-to-edit and keyboard navigation between rows.

Help docs in chat — Ask the AI a “how do I…” question and it can now search Grantable’s help documentation to give you accurate, up-to-date answers about the platform.

A unified navigation system, automated task scheduling, a guided V1 migration, and broader sign-in options.

Unified tabs — Files, chats, search results, and the dashboard now all open as tabs in a single view. Switch between a draft proposal, a funder chat, and your dashboard without losing context.

Scheduled tasks — Set any AI workflow to run on a recurring schedule — daily funder monitoring, weekly prospect scans, or monthly report generation. Review results and manage schedules from the notifications panel. Available on Pro.

V1 migration — Existing Grantable V1 users can migrate their workspace, files, and settings to V3 with a guided migration flow.

Microsoft sign-in — Sign in with a Microsoft account in addition to Google and email magic links.

A redesigned starting experience, team file sharing, and a refreshed visual style.

New home page — The home screen now features contextual suggestion chips based on your workspace content, making it easy to jump into common tasks — start a prospect scan, draft a follow-up, or review a budget — without typing a prompt from scratch.

File sharing — Share any workspace document with teammates via internal links, public links, or email. Recipients can view and comment without needing their own Grantable account.

AI edit notifications — When the AI modifies a document you have open, a toast notification appears with a collapsible diff showing exactly what changed.

Interactive prospect list — The AI can present funder prospects as an interactive list where you can dismiss, star, or drill into any result directly from the chat.

Tabbed document viewer — The right panel now supports browser-like tabs, so you can keep multiple documents open and switch between them while chatting.

Visual refresh — Updated typography with DM Sans, softer colors, and a more compact editor toolbar for a cleaner workspace.

Cloud integrations, AI-generated documents, and a more resilient infrastructure.

Cloud storage imports — Connect Google Drive, OneDrive, Dropbox, or Box to import files directly into your workspace. Bring in past proposals, budgets, and org documents without manual uploading.

AI document generation — Ask the AI to produce a Word document or spreadsheet and it generates a real .docx or .xlsx file — not just text. Download it or keep editing in the workspace.

Live editor streaming — When the AI drafts or revises a document, changes stream directly into the editor in real time. Watch a letter of inquiry or budget narrative take shape as the AI writes.

Model tiers — Choose between Auto (balanced), Pro (most capable), and Fast (quick responses) depending on the task. Auto selects the best model for each request automatically.

Stream resilience — Chat sessions now persist across page navigation and network changes. If anything interrupts, the conversation picks up right where it left off.

Major upgrades to search, the chat input, and how documents render in the workspace.

Unified search — A single search bar now searches across files, folders, and chat history simultaneously. Results are grouped by type with keyboard navigation.

@ mentions and / commands — The chat input now supports rich text. Type @ to reference a file or folder as context, or / to invoke a skill like Grant LOI or Prospect Research — with autocomplete as you type.

Native document viewers — Word documents, spreadsheets, and CSVs now render natively in the right panel instead of being converted to PDF. Faster loading, better fidelity, and you can see your documents exactly as they are.

Version history — Documents now track version history. Rename, delete, or restore previous versions from the editor header menu.

Resizable sidebar — Sidebar sections (Files, Chats, Skills) can be individually resized and collapsed, so you can focus on what matters for the task at hand.

A full round of polish to the chat experience and how files surface in conversations.

File action cards — When the AI creates or edits a document, it now appears as a clickable card inline in the chat — not just a text mention. One click opens it in the viewer.

Clickable file paths — Any file path the AI references in a response is now a live link. Click to jump straight to that document.

Activity indicator — While the AI is working, a status line shows what it’s doing (searching funders, drafting a narrative, analyzing an RFP) instead of a generic spinner.

Web search results — When the AI searches the web for funder or program information, results appear as structured cards with titles, snippets, and source links.

Skills — Reusable prompt templates for common grant workflows (LOI drafts, prospect research, budget narratives) can now be invoked in any conversation, giving the AI specialized instructions for each task.

Grantable V3 is a ground-up rebuild of the platform around a single AI chat interface. Grant writing, funder research, document management, and prospecting now live in one workspace powered by conversation.

Chat-first workspace — The home screen is now a prompt input. Describe what you need — a letter of inquiry, a funder landscape scan, a budget narrative — and Grantable gets to work across your files and funder data.

Document upload onboarding — New users can upload a ZIP archive of their existing grant materials during setup. Grantable processes everything into an organized file library and generates an organization profile automatically.

Live file tree — The sidebar updates in real time as the AI creates, moves, or renames documents during a conversation. No refresh needed.

Editor-to-chat context — Select any text in a document and send it to chat with one click. The AI sees exactly what you’re looking at, so you can ask follow-up questions about specific sections.

Transparent tool use — Every action the AI takes now shows a human-readable label explaining what it’s doing and why, so you always know what’s happening.