AI AGENTS
Weekly Grant Eligibility Digest Email
Each week an agent compiles newly qualifying funding programs from your tracked pipeline into a ranked email digest with fit rationale, sent to your development team's inbox.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionDiscover new programs via ExaExa
- LogicScreen and rank qualifying programs
- ActionWrite ranked digest with OpenAIOpenAI
- OutputEmail digest to team via GmailGmail
What it does
Produces a single, skimmable weekly email of the funding opportunities your org currently qualifies for, ranked by fit, so leadership sees the live pipeline without opening a tool. Combines fresh discovery with a re-screen of what is already tracked.
When to use it
When decision-makers want a recurring at-a-glance briefing rather than a dashboard, and the development team needs a shared weekly artifact to discuss priorities.
How it works
- 1A weekly schedule fires the digest build.
- 2The agent searches Exa for newly opened programs in the org's focus areas.
- 3It merges those with existing tracked programs and screens every entry for current eligibility against the org profile.
- 4A logic step ranks qualifying programs by fit and recency and trims to the top items.
- 5OpenAI writes the digest — a ranked list with one-line rationale and deadline per program.
- 6The formatted digest is emailed to the development team via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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.