Automated grant tracking and deadline reminders

Purpose

1. Automated grant tracking and deadline reminders system automates monitoring, collecting, and alerting on grant opportunities and deadlines for Maori organizations in the Arts sector.

2. Automator centralizes grant application statuses, funding responses, document management, and scheduled reminders—automatedly ensuring no opportunities or key dates are missed.

3. The automation also streamlines reporting and communication by auto-generating updates and distributing them to relevant teams or individuals.

Trigger Conditions

1. New grant posted on specified sources (websites, emails, RSS feeds).

2. Change in grant application status from "pending" to "awarded" or "declined."

3. Upcoming deadline (e.g., 7 days before, 1 day before) for applications or reporting.

4. Receipt of grant-related email or document attachment.

5. Scheduled recurring check on status pages or spreadsheets.

Platform Variants

1. Gmail

• Feature: Label filter with Gmail API to trigger automation when a grant email arrives.

2. Google Calendar

• Feature: Event creation with calendar API for automated reminder scheduling.

3. Microsoft Outlook

• Feature: Rules and Graph API for automating email monitoring and calendar event creation.

4. Google Sheets

• Feature: Google Sheets API for automated tracking and updating of grant records.

5. Monday.com

• Feature: Automations & API for automated status changes and reminder pulses.

6. Airtable

• Feature: Automations for updating grant databases and sending reminders.

7. Slack

• Feature: Scheduled messages via Webhook for automated team notifications.

8. Twilio SMS

• Feature: Programmable SMS API to automate deadline reminders via text.

9. Slackbot

• Feature: Automated alert triggers based on tracked deadlines using slash commands.

10. SendGrid

• Feature: Marketing Campaign API for automated email reminders and confirmations.

11. Salesforce

• Feature: Workflow automation with Process Builder for automated grant updates.

12. Trello

• Feature: Automation rules to move grant cards and assign deadlines.

13. Asana

• Feature: Rule-based task automation for status tracking and deadline notifications.

14. Notion

• Feature: Database changes trigger automated reminders with Notion API.

15. Zapier

• Feature: Multi-platform connector automating tasks across grant tracking apps.

16. HubSpot

• Feature: Workflow automator for following up on grants and deadlines.

17. Dropbox

• Feature: New file auto-upload triggers documentation workflows via API.

18. Smartsheet

• Feature: Automations for updating grant progress, sending alerts.

19. ClickUp

• Feature: Automated task creation and deadline tracking in project spaces.

20. DocuSign

• Feature: Envelope status webhook for automating contractual milestones.

Benefits

1. Automates manual data-entry and monitoring, reducing human error.

2. Automated reminders prevent missing critical funding deadlines.

3. Automator delivers centralized visibility and reporting.

4. Automatedly distributes updates and documentation, accelerating processes.

5. Automates compliance by ensuring all deadlines and deliverables are tracked and documented.