Automated grant report compilation

Purpose

1.1. Automate the entire grant report compilation process for non-profit arts groups, including the collection, aggregation, formatting, and delivery of required data and narrative content.
1.2. Ensures all funder-specific requirements are met by collecting program impact, financials, beneficiary feedback, and event outcomes.
1.3. Automates reminders, approval chain routing, status reporting, and deadline management for cross-team stakeholders.
1.4. Centralizes artifact storage and compliance verification by automating the attachment of receipts and supporting materials.

Trigger Conditions

2.1. Scheduled date/time aligned with grant reporting deadlines.
2.2. New grant award or milestone logged in CRM or grants management system.
2.3. Notification from funder portal or integration webhook.
2.4. Manual initiation by authorized staff via dashboard or email keyword.

Platform Variants

3.1. Salesforce Nonprofit Cloud
- API/Feature: Reports API or Scheduled Flows — automate grant reporting data gathering and notification.

3.2. Microsoft Power Automate + SharePoint
- Feature: Automated Flows with SharePoint List triggers to manage deadlines and document storage.

3.3. Google Workspace (Sheets, Docs, Drive)
- API: Google Apps Script — automate data pull from Sheets, format into Docs, auto-save and share links.

3.4. Box
- API: Box Events — automate version tracking, secure uploads, and collaboration on draft reports.

3.5. Monday.com
- Automations: Board Automations — auto-compile responses from team members and attach submissions.

3.6. Slack
- API: Workflow Builder — automate reminders and collect status updates with slash commands.

3.7. Asana
- Feature: Rules + API — automates task assignment for each report requirement and completion tracking.

3.8. Airtable
- API: Airtable Automations — auto-aggregate program data and send emails upon completion.

3.9. Smartsheet
- Feature: Automated Workflows — pulls financials, program metrics, and narrative from multi-sheet sources.

3.10. Zapier
- App: Scheduled Zap triggers to compile data from forms, emails, and databases into unified docs.

3.11. DocuSign
- API: Template Sender — automate route for review and e-signature of grant submissions.

3.12. QuickBooks Online
- API: Data Export — automates financial report extracts for grant attachments.

3.13. HubSpot
- Workflow: CRM Workflow Automation — triggers and auto-logs communication with grantors.

3.14. Trello
- Power-Up: Card Repeater — schedule checklists and automate report task reassignment.

3.15. Mailchimp
- API: Email Automation — sends automated notifications for submission deadlines.

3.16. Notion
- API: Database Automations — auto-compile update logs and formatting narratives.

3.17. Jotform
- API: Webhook Submission — automates direct stakeholder data collection to a central folder.

3.18. Dropbox
- Feature: File Request Automations — schedule, collect, and organize support documents.

3.19. ClickUp
- Automations: Task & Reminder Automations — automates content approval chains and deadline reminders.

3.20. Xero
- API: Transaction Export — automate generation and attestation of required financial documentation.

Benefits

4.1. Automates repetitive tasks, eliminating human error and clerical workload in grant report production.
4.2. Increases consistency and timeliness of submissions via reliable automation schedules and reminders.
4.3. Centralizes data access, automates audit trails, and ensures compliance is systematized.
4.4. Makes report data always up-to-date and accessible for auditors, managers, and board review.
4.5. Speeds up internal processes, elevated transparency, and enhances grantor trust through automated communications.