Grant application process tracking

Purpose

1.1. Automate the tracking of grant application statuses, deadlines, required documentation, and communication for a baseball club’s financial operations and fundraising.
1.2. Centralize grant information, automate deadline reminders, automate updates to stakeholders, and automate insights/reporting on grant progress.
1.3. Enable automated collation of required reports for board meetings and automated archiving of successful/unsuccessful applications.

Trigger Conditions

2.1. New grant opportunity added to grant management system.
2.2. Change in grant application status (e.g., draft, submitted, under review, approved, rejected).
2.3. Upcoming grant deadline detected.
2.4. Receipt of communication from grant providers (email, SMS, portal notification).
2.5. Submission of grant documentation or financial attachments.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Google Sheets API; automate reading/writing application status, deadline columns for real-time tracking.
3.2. Microsoft Power Automate
• Feature/Setting: “When a row is modified” trigger to automate follow-up communication or reminders on status changes.
3.3. Slack
• Feature/Setting: Incoming Webhooks; automate status notifications to grant team channels.
3.4. Zoho CRM
• Feature/Setting: Grants module API; automate updating grant record fields as statuses change.
3.5. Salesforce
• Feature/Setting: Opportunity object and Process Builder; automate tracking and status alerts for grant applications.
3.6. Trello
• Feature/Setting: Trello API - Card movement automation for status change and reminders.
3.7. Monday.com
• Feature/Setting: Automations Center; automate status transitions, reminder emails through integration recipes.
3.8. Asana
• Feature/Setting: Asana API; automate task creation for new grants and updating subtasks as application progresses.
3.9. Airtable
• Feature/Setting: Airtable Automations; automate record updates, notifications, custom grant forms.
3.10. Mailgun
• Feature/Setting: Mailgun API; automate sending status update emails to stakeholders and applicants.
3.11. DocuSign
• Feature/Setting: Envelope Sent/Status Changed trigger; automate signature collection and application progress tracking.
3.12. Dropbox
• Feature/Setting: Dropbox API; automate uploading, classifying, and archiving grant documents.
3.13. Google Drive
• Feature/Setting: Drive API; automate folder generation and document sharing for grant-specific files.
3.14. Outlook
• Feature/Setting: Microsoft Graph API; automate email receipt monitoring and auto-tagging grant correspondences.
3.15. Twilio SMS
• Feature/Setting: Programmable Messaging; automated deadline/text reminders to mobile contacts.
3.16. Notion
• Feature/Setting: Notion API; automate updating grant tracking databases and synchronizing notes.
3.17. SendGrid
• Feature/Setting: Mail Send API; automate email alerts for upcoming deadlines and status changes.
3.18. Jotform
• Feature/Setting: Submission Webhook; automate creation of application records and document uploads.
3.19. Typeform
• Feature/Setting: Typeform Responses webhook; automate capturing application data into tracking systems.
3.20. Calendly
• Feature/Setting: Event Scheduled webhook; automate reminders and timeline tracking for grant-related events.
3.21. Microsoft Teams
• Feature/Setting: Incoming Webhook; automate grant update notifications into club Team channels.
3.22. HubSpot
• Feature/Setting: CRM API; automate grant pipeline stages and automate follow-up assignment.
3.23. Freshdesk
• Feature/Setting: Freshdesk API; automate creation of support tickets when grant communication is received.
3.24. Zapier
• Feature/Setting: Workflow builder; automate multi-platform triggers for comprehensive grant process automation.
3.25. Smartsheet
• Feature/Setting: Smartsheet API; automate row updates for grant deadlines and automate snapshot reporting.
3.26. ClickUp
• Feature/Setting: ClickUp API; automate grant task assignments and progress updates.

Benefits

4.1. Automates reminders, improving deadline compliance and decreasing human oversight.
4.2. Automatedly centralizes grant data for transparency and accessibility.
4.3. Reduces manual tracking and entry, ensuring automated, accurate updates.
4.4. Enables automated, timely stakeholder communication and reporting.
4.5. Automates compliance, archiving, and prepares documentation for audits.
4.6. Automates multi-platform integrations for a holistic, streamlined grant tracking solution.