AI Automations Guide
The Grant Management app drafts proposal prose for you. You enter the project facts and the funder profile once; the AI turns them into sections, letters, and analyses that you review, edit, and apply.
How AI Automations Work
Improve an existing document with AI: Besides drafting from scratch, you can upload a document you already have and let AI improve it. On the AI Automations page, use the "Improve an existing document" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a prioritized summary of what changed, with your original kept. It opens in the Document Library's Improve with AI tool with the document type preset.
Open the AI Automations page from the sidebar. Every automation works from your active proposal: its project facts, existing section drafts, budget lines, and the funder's focus and priorities from the Funder page. The richer your proposal data, the better the drafts.
- You are the editor. Drafts use only what you entered and mark unknowns with [brackets]; they never invent statistics, outcomes, or funder details. Verify everything before submitting to a funder.
- Every output opens in an editable preview with Copy, Text (.txt), Print, Word (.docx, with your document branding on letters), and Email, plus Insert into the matching proposal field where one exists. Existing text is never replaced without confirmation.
- Pricing: included with your All In One Nonprofit All-Access subscription.
Grant Pipeline Brief
The Predictions page (under the Dashboard in the sidebar, next to AI Automations) scores your pipeline transparently from your own data: a pipeline forecast that weights each proposal's requested amount by its stage to an expected value, a funder-fit indicator per proposal (how your ask compares to the funder's typical range, keyword overlap with the funder's priorities, and attachment readiness, shown as a fit indicator, not a probability of award), and deadline risk for proposals coming due. Those scores and the page itself are free for everyone.
The Grant Pipeline Brief is the one AI button on that page. It reads the scored data and writes a short, prescriptive action brief: what to prioritize, which proposals need attention now, which deadlines are at risk, and where to push or hold. It is guidance to act on, never a guarantee of an award.
Full Proposal Compiler
The flagship. One click drafts all seven narrative sections (Statement of Need, Project Description, Goals & Objectives, Methods, Evaluation Plan, Sustainability, Timeline) in a single pass, aligned to the funder's stated focus and priorities and building on any drafts you already wrote.
The review screen shows each section with its own Apply button plus Apply All; applying replaces that section's text after confirmation, and you then fine-tune each section on its page. Fill in the Proposal Overview, Funder page, and your ask first; the compiler can only write from what the proposal contains.
Funding Source Plan
Tell it what you need funding for and where you are based, and it builds a tailored plan of where to look: the federal, state, foundation, and corporate sources most likely to fit your mission, location, and size, naming the free tools to search each, plus your next five steps. Pairs with the Grant Sources directory in the app.
Logic Model Builder
Builds the classic five-column logic model (inputs, activities, outputs, outcomes, impact) from your project facts, with every item grounded in what you entered. Apply writes the five fields straight into the Methods & Logic Model page, ready to refine.
Funder Fit Brief
An internal go/no-go check before you invest hours in an application. It compares the funder's focus, priorities, and typical grant size (from your Funder page) against your project and answers honestly: how strong is the fit, what should you emphasize, what will concern them, and is your ask sized right. Internal document; it is never sent to the funder.
Letter of Intent Drafter
Many funders ask for a one-page LOI before accepting a full proposal. This drafts it from your proposal and funder data: a strong opening with the ask and the fit, a tight paragraph each on the need and the project, organizational credibility, and a respectful closing that invites a full proposal. Word export carries your letterhead, footer, and signature.
Grant Report Drafter
For grants you won. Type what you accomplished (activities, numbers, results, challenges) into the box on the automation card, and it drafts a progress or final report: grant summary, activities, results, honest challenges and adjustments, budget status, and what comes next. On-time, credible reporting is what turns one grant into a relationship.
Budget Justification Narrative
Funders want to know what each line buys and why it is reasonable. Add your budget lines on the Budget page, then run this automation: it writes a sentence or two per line, groups related costs naturally, and keeps your math exactly as entered. Insert places it in the Budget page's narrative field.
Proposal Section Drafter
Pick any single section (need, description, goals with SMART objectives, methods, evaluation, sustainability, or timeline) and draft just that one. It improves on whatever draft already exists in the section rather than ignoring it, and aligns language with the funder's priorities. Insert replaces the section text after confirmation.
AI drafts are writing assistance, not facts: verify every claim before it goes to a funder. The Grant Management app is part of All In One Nonprofit.