AI AGENTS
Grant Intake Form to Instant Eligibility Reply
When a partner org submits its profile via webhook, an agent screens it against your tracked grant programs and emails back a same-day eligibility summary with the top matches.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives org profileHTTP webhook
- ActionEnrich missing facts via ExaExa
- LogicClassify qualified / marginal / disqualified
- ActionCompose eligibility email with OpenAIOpenAI
- OutputSend summary via GmailGmail
What it does
Turns an inbound org-profile submission into an instant, personalized eligibility response. The moment a form posts, the agent compares the submitter's attributes against the funding programs you track and replies by email with which programs they qualify for and why.
When to use it
When you run an intermediary or advisory service and partner organizations submit profiles expecting quick guidance on what they can apply for. Removes the manual triage backlog.
How it works
- 1A webhook receives the submitted org profile (mission, location, org type, budget).
- 2The agent enriches gaps by searching Exa for any missing public facts about the organization.
- 3It runs eligibility logic against each tracked program, splitting results into qualified, marginal, and disqualified.
- 4OpenAI composes a friendly summary email listing qualified programs with one-line rationale and next steps.
- 5The summary is sent to the submitter via Gmail, and the run is logged for follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.