资助项目管理

资助项目管理的自⁠动⁠化⁠模⁠板

12 个现成工作流，专为资助项目管理打造。每个都对应团队每周要做的一项实际工作，直接在您常用的工具里完成。这里最常用的应用：Submittable、Google Sheets、Slack。

启用第一个工作流按应用浏览

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.

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.

Google Sheets›

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.

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.

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.

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.

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.

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.

Google Sheets›

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.

Google Sheets›

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.

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.

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.

没找到您要的工作流？

任何流程，只要演示给 WebRun 看一次，就能变成按计划自动运行的智能体。

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