Grant Application → AI Review → CRM Update
Automatically process incoming grant applications, get AI-powered feedback on viability, and update your CRM with scoring and next steps.
Workflow Steps
Google Forms
Collect grant applications
Set up a structured form to collect grant proposals with fields for project description, budget, timeline, and supporting documents. Enable file uploads for detailed proposals.
Zapier
Trigger on form submission
Create a Zap that triggers when a new Google Form is submitted. Extract all form data including text responses and file attachments for processing.
Claude AI (via API)
Analyze application viability
Send the grant proposal text to Claude with a custom prompt to evaluate: alignment with funding criteria, budget reasonableness, feasibility score (1-10), and recommended next steps.
Airtable
Create scored record
Add a new record with applicant details, AI viability score, key insights, and automated status assignment. Set up views to sort by score and priority for review meetings.
Workflow Flow
Step 1
Google Forms
Collect grant applications
Step 2
Zapier
Trigger on form submission
Step 3
Claude AI (via API)
Analyze application viability
Step 4
Airtable
Create scored record
Why This Works
Combines structured data collection with AI analysis to eliminate manual screening while maintaining consistent evaluation criteria across all applications.
Best For
Grant-making organizations processing 50+ applications monthly
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