AI AGENTS
Grant Discovery to Scored Airtable Pipeline
An agent discovers new open grants matching your focus areas, scores each on a fit rubric, and upserts only fresh.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule triggers discovery
- ActionSearch Exa for funding programsExa
- LogicDedupe against existing Airtable rowsAirtable
- ActionScore fit rubric with OpenAIOpenAI
- LogicDrop below-threshold programs
- OutputUpsert qualifying rows to AirtableAirtable
What it does
Builds and maintains a clean, scored pipeline of grant opportunities in Airtable. It discovers programs, applies a numeric fit rubric, dedupes against what is already tracked, and writes only new qualifying rows — so the table stays a trustworthy worklist.
When to use it
When your team manages grants in Airtable and wants the discovery and scoring legwork automated while keeping a single deduped source of truth.
How it works
- 1A schedule triggers discovery.
- 2The agent searches Exa for funding programs in the org's focus areas and region.
- 3It checks each candidate against existing Airtable records to skip duplicates.
- 4OpenAI scores each new program against a fit rubric (eligibility, ask size, theme alignment, effort) and writes a short rationale.
- 5A logic step drops anything below the score threshold.
- 6Qualifying opportunities are upserted into the Airtable pipeline with score, rationale, deadline, and source link.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Weekly On-Call Doc-Gap Digest
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.