Donations & Fundraising ManagementGrant Application Deadline Reminders Automation
Purpose
2.2. Automate monitoring grant calendars, triggering alerts based on deadlines, and integrating reminders with communication tools.
2.3. Increase process efficiency and reduce missed opportunities by automating grant tracking and follow-ups across channels.
Trigger Conditions
3.2. New grant record created or updated in a donor CRM, spreadsheet, or grants management platform.
3.3. Receipt of new email or document containing grant deadline information.
3.4. Manual input of a new grant into an automation dashboard, triggering automated reminders.
Platform Variants
4.1. Google Calendar
• Feature/Setting: Event reminder notifications — configure automated email/pop-up reminders N days before deadline using the Calendar API.
4.2. Microsoft Outlook Calendar
• Feature/Setting: Automated calendar alerts — set up recurring reminders and workflow automation via Microsoft Graph API.
4.3. Slack
• Feature/Setting: Scheduled Slack messages — automate posting reminders to channels every deadline using Slack Reminders API.
4.4. Twilio SMS
• Feature/Setting: Automated SMS reminders — use Programmable SMS API to send deadline notifications to users.
4.5. SendGrid
• Feature/Setting: Scheduled email campaigns — configure automated deadline emails using Marketing Campaigns API.
4.6. Mailchimp
• Feature/Setting: Pre-scheduled automated emails — set up workflow automation for deadline reminders with Customer Journeys API.
4.7. Salesforce
• Feature/Setting: Process Builder or Flows — automate task and email creation using grant object field triggers.
4.8. HubSpot
• Feature/Setting: Workflows — configure workflow to automate email reminders based on custom properties for grant deadlines.
4.9. Monday.com
• Feature/Setting: Automation recipes — trigger email/notification when a date column approaches, using integrations.
4.10. Asana
• Feature/Setting: Automated project reminders — use Rules to automate reminders on tasks with approaching deadlines.
4.11. Trello
• Feature/Setting: Butler automation — set card reminders or send messages based on due dates.
4.12. Airtable
• Feature/Setting: Scheduled automation — automate email/SMS when grant deadline field matches conditions, using Airtable Automations.
4.13. Jotform
• Feature/Setting: Automated responder emails — configure reminder emails based on submission/grant deadline fields.
4.14. Zoho CRM
• Feature/Setting: Workflow rules — automate email, SMS, or tasks when grant deadline field criteria is met.
4.15. Smartsheet
• Feature/Setting: Automated alerts — configure reminders on date columns using Notification workflows.
4.16. ClickUp
• Feature/Setting: Automation rules — set triggers for reminders or email notifications before grant due dates.
4.17. Microsoft Teams
• Feature/Setting: Scheduled messages — integrate automated reminders in Teams channels or chats using Graph API.
4.18. Google Sheets
• Feature/Setting: Apps Script — automate email/SMS based on approaching deadlines in a date column.
4.19. Notion
• Feature/Setting: Integration with third-party automators — schedule reminders or Slack messages when a database deadline nears.
4.20. Pipedrive
• Feature/Setting: Workflow automation — automate activity creation or email notifications on approaching deadline dates.
4.21. Zapier
• Feature/Setting: Pre-built automations — automate reminders via email, SMS, or chat integrations when trigger conditions met.
4.22. ActiveCampaign
• Feature/Setting: Automated emails/sequences — schedule reminder campaigns using deadline conditions.
Benefits
5.2. Enhances grant pipeline management by automating deadline awareness and prioritization.
5.3. Reduces staff workload by letting automators handle deadline tracking and notification dispatch.
5.4. Ensures consistent, automated alerts across multiple communication platforms, increasing applicant and staff engagement.
5.5. Boosts submission rates and funding by automatedly preventing lapses in grant application processes.