AI AGENTS
Weekly Funding Brief: Ranked Shortlist to Leadership
Each week, pulls the open opportunities from your pipeline, has an agent rank them by fit and effort-to-reward.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionRead open opportunities from pipelineAirtable
- LogicRank by fit, reward, effort, urgency
- LogicGroup into pursue/watch/pass tiers
- OutputEmail ranked brief to leadershipGmail
What it does
Condenses a noisy pipeline into a decision-ready weekly brief. An agent reviews every open opportunity, weighs fit against the effort each application requires and the time left before its deadline, then produces a ranked shortlist with a recommended action for each one.
When to use it
Leadership wants a single weekly read on where to point limited grant-writing capacity, not a spreadsheet they have to interpret. Good for executive directors and development directors who decide allocation.
How it works
- 1A weekly schedule kicks off the brief.
- 2Open opportunities are read from the Airtable pipeline.
- 3An agent scores each on fit, expected award, effort, and urgency, then ranks them.
- 4Logic groups the ranking into pursue-now, watch, and pass tiers.
- 5The agent drafts a short narrative brief explaining the top recommendations.
- 6The brief is emailed to the leadership distribution list via Gmail, ready for the weekly planning meeting.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.