Grant Report → Compliance Check → Stakeholder Update

Create a shared folder where grantees upload quarterly or annual reports. Set up folder monitoring to detect new document uploads automatically.

Trigger on new file uploads, extract text content from PDFs and Word documents using Zapier's document parsing capabilities for AI analysis.

Analyze report content against grant requirements checklist: budget adherence, milestone completion, outcome metrics, and required documentation. Generate compliance score and flag missing elements.

Create or update project records with compliance status, AI-generated summary, flagged issues, and recommended follow-up actions. Tag records requiring immediate attention.

Generate and send customized email updates to board members and key stakeholders with project status, compliance highlights, and any concerns requiring board attention.