AI AGENTS
Grant Intake Triage: Eligibility Check on Submitted Opportunities
When a team member submits a grant lead through a form, an agent checks it against your eligibility rules, routes qualified leads into the pipeline.
How it runs
The automated pipeline, trigger to output.
- TriggerIntake form submitted (webhook)HTTP webhook
- LogicExtract eligibility facts from opportunity
- LogicEvaluate against eligibility ruleset
- ActionCreate or decline record in pipelineNotion
- OutputReply with go/no-go decisionSlack
What it does
Turns ad hoc "should we apply for this?" messages into a structured decision. A submitted opportunity is checked by an agent against your codified eligibility criteria (org type, geography, award range, restricted-use rules), then either added to the active pipeline or declined with a reason the submitter can read.
When to use it
Staff and partners keep forwarding grant links and you need a consistent, fast first-pass eligibility screen so the grants lead only spends time on opportunities that actually qualify.
How it works
- 1A webhook fires when someone submits the grant-lead intake form.
- 2An agent fetches and reads the linked opportunity to extract eligibility-relevant facts.
- 3Logic evaluates those facts against your stored eligibility ruleset.
- 4Eligible opportunities are created as new records in the Notion pipeline with status "to review."
- 5Ineligible ones are logged as declined with the failing criterion captured.
- 6The submitter gets a Slack reply containing the go or no-go decision and the reasoning.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect NotionPages, databases, comments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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