Collaboration & Management

Know exactly where every grant stands — without asking around.

Your agent builds and updates a living pipeline table — every application, its stage, amount, and deadline — and turns it into a board-ready report the moment someone asks.

"Your ED asks 'How many grants do we have in the pipeline?' You spend 20 minutes tabulating across email, spreadsheets, and your memory."

1. the 4:45 pm question

"How much do we have in the pipeline?" — your ED

inbox search

"re: re: submitted?"

tracker.xlsx

updated 6 weeks ago

memory

"…did Ford reply?"

20 minutes later: "…twelve? maybe fourteen?" — presented without confidence

2. the living table

GrantAskStage
Hartwell Fund $50K Drafting
Meridian Foundation $120K Submitted
City Trust $75K Awarded
Grove Family Trust $30K Prospect

built and updated by your agent as applications move — stages, asks, deadlines, outcomes

3. the report, on demand

"pipeline summary for Thursday's board meeting"

$275K in play · $75K awarded

4 active · 1 submitted · win rate trending up — generated ✓

export it for the board packet — spreadsheet or PDF. the answer at 4:46, with confidence.

20+ min to assemble pipeline status A living table, report on demand Pipeline reporting
Included in every plan

The old way vs. the Grantable way.

You know the old workflow. Here's how it changes.

The pipeline guessing game

  1. 1

    Check your spreadsheet

    The "master tracker" that hasn't been updated in weeks

  2. 2

    Ask your team

    "What did you submit last week? Did we hear back from Ford?"

  3. 3

    Search your email

    Look for confirmation emails, rejection notices, and submission receipts

  4. 4

    Estimate pipeline value

    Add up amounts manually — hope you didn't miss anything

  5. 5

    Report to leadership

    Present a number you're not fully confident in

  6. 6

    Repeat every month

    The same manual assembly process, over and over

Grantable pipeline reporting

  1. 1

    A pipeline table the agent maintains

    Every grant's stage in one living table — prospect, drafting, submitted, awarded

  2. 2

    Pipeline value at a glance

    Total amounts by stage, tallied for you

  3. 3

    Deadlines sorted by urgency

    What's due next rises to the top

  4. 4

    Ask for the report

    "Pipeline summary for Thursday's board meeting" — generated on the spot

  5. 5

    Win/loss history

    Outcomes tracked over time, so trends are visible

  6. 6

    Export for leadership

    Spreadsheet or PDF, ready for the board packet

Your pipeline, at a glance.

A living pipeline table that answers leadership's questions the moment they're asked.