Automation & Outreach

Put the recurring work on a schedule — and off your plate.

Any Grantable skill can run on a schedule — daily, weekly, or monthly. New-opportunity sweeps, funder data refreshes, pipeline digests: the routines run themselves and email you the results.

"Every Monday you spend the first two hours doing the same thing: checking for new opportunities, reviewing funder updates, and refreshing your prospect data. Every. Monday."

1. the same monday, every monday

Mon, June 1

check 5 sites · review saved funders · refresh the spreadsheet · brief the team

Mon, June 8

check 5 sites · review saved funders · refresh the spreadsheet · brief the team

Mon, June 15

check 5 sites · review saved funders · refresh the spreadsheet · brief the team

the identical list, by hand — half a morning gone, weekly

2. written as routines instead

Every Mon, 6:00a sweep new opportunities matching our programs
Every Tue refresh saved-funder data
Every Fri, 4:00p pipeline digest for the team
Daily the built-in pulse — what moved, what needs you

any skill can run scheduled — daily, weekly on your day, or monthly. Plain English in, cadence set, done.

3. results find you

Monday sweep: 4 new opportunities

ran at 6:00a · output filed in your workspace

you open Grantable at 9 and the morning's work is a read, not a grind

each run emails you its results and keeps the files — the recurring two hours goes back on your calendar

2+ hours per week on routine tasks Scheduled runs, results emailed Routine task time
Included in every plan

The old way vs. the Grantable way.

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

The manual Monday routine

  1. 1

    Check for new opportunities

    Visit 5+ websites to see if anything new was posted

  2. 2

    Review funder updates

    Check if any of your saved funders posted new info

  3. 3

    Refresh your prospect data

    Look for new 990 filings and update your spreadsheet

  4. 4

    Update the deadline list

    Add new dates and adjust existing ones

  5. 5

    Brief your team

    Compile findings and send an email summary

  6. 6

    Lose half a day

    By the time you're done, the morning is gone — and next Monday it starts again

Grantable scheduled tasks

  1. 1

    Describe the routine

    "Every Monday, sweep for new opportunities matching our programs"

  2. 2

    Pick the cadence

    Daily, weekly on your chosen day, or monthly

  3. 3

    Any skill can run scheduled

    Prospecting sweeps, data refreshes, digests — plus the built-in daily pulse check-in

  4. 4

    It runs before you're at your desk

    Monday 6am, the routine executes on its own

  5. 5

    Results land in your inbox

    Each run emails you what it found and files the output in your workspace

  6. 6

    Reclaim your mornings

    The recurring two hours goes back on your calendar

Automate the routine.

Scheduled runs that do the recurring work — while you do the work that needs you.