Using AI Chat Effectively

Starting a conversation

Open Grantable to see the home page with the main prompt input. You can type a question directly or click one of the four quick-start prompts to begin immediately. You can also click New Chat in the left sidebar to start fresh.

Using skills and slash commands

Type / in the prompt to see available skills. Each skill gives the AI a focused workflow for a specific task:

• /write — Grant drafting with full context on your RFP, source materials, and org profile
• /prospect — Search for funders, evaluate fit, and generate opportunity briefs
• /profile — Build or update your organization profile
• /boilerplate — Create a reusable content library from your website and documents
• /review — Three-pass proposal review for compliance, quality, and completeness
• /archive — Clean up your workspace by archiving stale files

You don’t have to use skills for every interaction. Just type naturally for questions, quick tasks, and general conversation. Use a skill when you want a structured, focused workflow.

Example: To search for funders, you could either:

• Type naturally: “Find funders for our youth mentoring program in California”
• Use a skill: /prospect “Find funders for our youth mentoring program in California”

Both work — the skill just ensures the AI follows the full prospecting workflow.

Choosing the right model

Use the model selector in the prompt input to choose a tier:

• Auto (default) — Claude Sonnet. Best for most tasks — balances quality and speed.
• Pro — Claude Sonnet with higher quality settings. Use for complex writing, nuanced analysis, or when you need the best output.
• Fast — Claude Haiku. Use for quick questions, simple lookups, and straightforward tasks.

Working with files

You can enhance your conversations by:

• Attaching files — Use the add menu in the prompt input to attach documents for the AI to reference
• Referencing your file tree — The AI can read files you’ve uploaded to your workspace
• Creating documents — The AI can create new files directly in your file tree
• @mentioning files — Reference specific files by name for targeted context

Tips for better results

• Be specific — “Draft the needs statement for the youth mentoring program” works better than “Write something about our programs”
• Reference your materials — “Using our 2025 annual report, cite specific outcomes” tells the AI exactly where to look
• Iterate — First drafts are starting points. Ask the AI to revise, expand, or refine specific aspects
• Check citations — The AI cites sources from your files. Verify that cited evidence is current and accurately represented
• Build your profile first — Use /profile early on. A complete org profile improves every AI interaction

Related

• AI Chat
• Skills & Slash Commands
• AI Writing & Editing