Resources — Workflows
Every workflow begins with structured decision-making: fit assessment, eligibility analysis, and pursuit prioritization. Drafting support appears as a downstream step after the decision to pursue has been made.
Individual researchers, small teams, first-time applicants
The simplest workflow — evaluate one opportunity and decide whether to pursue before committing to drafting.
Describe your research, team, and funding needs in a project record.
Use discovery to find a matching opportunity. Review fit score and alignment analysis.
Generate a detailed fit analysis with dimension-level scoring across eligibility, budget, scope, and readiness.
Review the decision record. Pursue with a structured drafting workflow, or pass with documented reasoning.
If pursuing: generate section-structured drafts as analytical starting points for team review and refinement.
Edit sections, incorporate feedback, and export in submission-ready format.
Grant consultants, research offices, organizations pursuing multiple programs
Manage multiple opportunities simultaneously with structured pipeline tracking.
Create project records for each research area or client engagement.
Run opportunity discovery across all projects. Surface new matches for the entire portfolio.
Review fit scores across all matches. Make structured pursue/pass decisions based on eligibility, fit strength, and resource availability.
Move qualified opportunities through decision stages — evaluating, decided, drafting, review, submitted.
For pursued opportunities: generate and refine structured proposal drafts as starting points for team review.
Record submission outcomes. Build institutional memory for future pursuit decisions.
Universities, large research organizations, enterprise deployments
Coordinate funding operations across departments with institutional controls.
Configure departments, roles, and access controls. Establish institutional review workflows.
PIs and department leads create projects within their organizational scope.
Research administration sees all active projects, pipeline status, and resource allocation.
Structured fit analyses and decision records support institutional review committees with data-driven pursuit decisions.
For approved pursuits: manage proposal development with institutional review gates. Drafting support provides structured starting points.
Generate institutional reports on funding pipeline, outcomes, and strategic alignment.
Development teams, consulting firms with CRM integration, custom workflow builders
Embed funding intelligence into existing systems through the API.
Generate organization-scoped API keys from the account dashboard.
Integrate opportunity search, fit scoring, and pipeline data with your CRM or project management tools.
Set up automated fit scoring for new opportunities that match your monitoring criteria.
Run discovery and scoring across multiple projects or clients in a single API call.
Pull pipeline and outcome data into your preferred reporting and visualization tools.