AI AGENTS
Grant Eligibility Screening Agent with Fit Memo
An agent matches your saved org profile against newly discovered open funding programs, scores each on eligibility, and drafts a one-page fit memo for every strong match.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionLoad org profile from NotionNotion
- ActionSearch Exa for open funding programsExa
- LogicScreen eligibility and rank fit
- ActionDraft fit memo with OpenAIOpenAI
- OutputWrite memo pages to NotionNotion
What it does
Reads your organization profile (mission, legal structure, location, budget size, focus areas) and searches the open web for active grant and funding programs. For each program it judges hard eligibility (geography, org type, funding ceiling) and soft fit (theme alignment), then writes a structured fit memo for the ones worth pursuing.
When to use it
When a development or grants team wants a steady pipeline of pre-screened opportunities instead of manually combing funder sites. Run it weekly so memos land before deadlines tighten.
How it works
- 1A weekly schedule fires the run.
- 2The agent pulls the canonical org profile from a Notion database page.
- 3It searches Exa for open funding programs matching the org's focus areas and region.
- 4For each result it applies eligibility logic — disqualifying programs the org cannot legally apply to and ranking the rest by fit.
- 5For qualifying programs, OpenAI drafts a one-page fit memo covering eligibility rationale, alignment, ask size, and deadline.
- 6Each memo is written back as a new Notion page in the opportunities database for the team to action.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 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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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.