Grant management

Grant management automation templates

12 ready-made workflows for Grant management. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Submittable, Google Sheets and Slack.

Grant management
All categories
Automated Grant Program Guideline Change Notices
When grant program rules, indirect cost rates, or award terms change, WebRun identifies all affected active grantees in Submittable, drafts a tailored notice for each, and queues every draft for your approval before sending.
SubmittableMailchimpGoogle Sheets
Automated Grantee Payment Request Follow-Up
WebRun identifies grantees who have not submitted payment requests or drawdown documentation on time, logs each case, and drafts a follow-up for your team to approve before sending.
SubmittableGoogle SheetsGmail
Automated Grant Awardee Onboarding Workflow
When Submittable records a new award decision, WebRun prepares the awardee onboarding checklist, drafts a welcome email for your team to approve, and creates a DocuSign grant agreement for signatures.
SubmittableDocuSignGmail
Automated Grant Application Document Collection
WebRun scans Submittable for incomplete applications, identifies what each applicant is still missing, and drafts a polite follow-up request for your review before it is sent.
SubmittableGmailGoogle Sheets
Automated Submittable Grantee Report Reminders
WebRun monitors Submittable for upcoming grantee progress and final report deadlines, drafts reminder messages for overdue or near-due reports, and queues them for your approval before sending.
SubmittableMailchimpGoogle Sheets
Automated Grant Portfolio Exception Flagging
WebRun scans Submittable daily for anomalies such as duplicate applications, unusually large award requests, or sudden status reversals, and posts a flagged exceptions list to your grants team for review.
SubmittableSlackGoogle Sheets
Automated Grant Disbursement Status Digest
Every week, WebRun pulls disbursement and fund drawdown data from Submittable, reconciles it against your records, and delivers a clean status digest to your finance and grants team.
SubmittableQuickBooksSlack
Automated Grant Delinquency Risk Worklist
WebRun reviews active awards in Submittable for delinquency signals such as missing reports, late drawdowns, or no activity, and builds a weekly risk worklist for your grants team to act on.
SubmittableGoogle SheetsSlack
Automated Submittable Grant Deadline Tracking
WebRun monitors your Submittable program deadlines, flags closing windows, and posts a daily digest so your team never misses a submission cutoff.
SubmittableGoogle SheetsSlack
Automated Grant Inquiry Data Entry from Email
When potential applicants email your grants inbox with eligibility questions or program inquiries, WebRun extracts the key details and creates a tracked inquiry record in Submittable so no lead is lost.
GmailSubmittableGoogle Sheets
Automated Grant Award Decision Letters
Once reviewers complete scoring in Submittable, WebRun drafts award and declination letters for every applicant and queues them for your program officer to approve before sending.
SubmittableGmailSlack
Automated Submittable Application Status Digest
WebRun scans Submittable daily for application volume, review progress, and pending decisions across all active programs, then posts a concise status digest so leadership always knows where the pipeline stands.
SubmittableSlackGoogle Sheets

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