Grant and Case ManagementPurpose
1.2. The automation reduces missed deadlines and manual tracking by configuring automated workflow triggers based on grant timelines.
1.3. Automates communication, improving compliance and fundraising outcomes through systematic timely reminder notifications.
Trigger Conditions
2.2. New grant opportunity is opened for application.
2.3. Status changes in case management system (e.g., draft to submitted).
2.4. Internal milestone/task assignment relevant to grant application.
2.5. Manual override/override trigger by admin for ad-hoc reminders.
Platform Variants
• Feature/Setting: Automate SMS reminders using the Messages API; set to trigger per deadline proximity detected.
3.2. SendGrid
• Feature/Setting: Automated email reminders via Mail Send API, schedule batches based on deadlines.
3.3. Microsoft Outlook 365
• Feature/Setting: Automate calendar event reminders using the Calendar API; auto-create and remind attendees.
3.4. Google Calendar
• Feature/Setting: Automate event creation and email reminders via Calendar Events API; configure pop-up notifications.
3.5. Slack
• Feature/Setting: Send automated workspace reminders via chat.postMessage API channel or DM.
3.6. Microsoft Teams
• Feature/Setting: Automate Teams channel or bot notifications using the Graph API, posting reminders on dates.
3.7. Salesforce Nonprofit Cloud
• Feature/Setting: Configure automated flows with Process Builder or Flow for deadline notifications.
3.8. HubSpot
• Feature/Setting: Automate email sequences using Workflows to remind relevant contacts.
3.9. Zoho CRM
• Feature/Setting: Use Workflow Rules for automated email/SMS reminders tied to grant application modules.
3.10. Monday.com
• Feature/Setting: Automate deadline notifications with Automations (IF/THEN recipes), trigger reminders as due dates approach.
3.11. Asana
• Feature/Setting: Automated task reminders using native Rules (e.g., @ mention or message X days before due date).
3.12. Trello
• Feature/Setting: Automate due-date notifications using Butler automation and Card Due Date triggers.
3.13. Airtable
• Feature/Setting: Use Automations feature to trigger deadline-based email/SMS reminders.
3.14. Intercom
• Feature/Setting: Automated in-app/chat reminders using platform messaging triggers.
3.15. Mailchimp
• Feature/Setting: Scheduled Campaigns or Customer Journeys for automated deadline emails.
3.16. ClickSend
• Feature/Setting: Automate SMS/email/fax reminders via REST API triggering based on date fields.
3.17. WhatsApp Business API
• Feature/Setting: Automate deadline reminder messages through templated notifications.
3.18. Zendesk
• Feature/Setting: Trigger reminders via Ticket Automations linked to grant cases and timeline.
3.19. Google Sheets
• Feature/Setting: App Script automation to send automated email reminders for column-based deadlines.
3.20. Calendly
• Feature/Setting: Pre-configure automated email/SMS reminders for meeting events set as grant submission dates.
3.21. Pipedrive
• Feature/Setting: Workflow automations on deal/deadline data, triggers task/email reminders.
3.22. Wrike
• Feature/Setting: Use deadline-approaching automations for reminder emails and dashboard widgets.
Benefits
4.2. Automator integration across platforms reduces human error and admin workload.
4.3. Automated notifications enhance engagement and follow-through by stakeholders.
4.4. Automation supports scalable grant and case management for non-profits and charities.
4.5. Improves team coordination by auto-synchronizing reminders across email, SMS, and apps.