Case Study: Grant Assessment Automation for a Foundation
Streamlining Philanthropy with Generative AI
This comprehensive case study is currently in production and will be available to read shortly, however if you wish to read in detail about our repeatable, four-part system for managing project context, approved tasks, and governance evidence using Copilot Notebooks, Planner, Planner Agent, and Excel, please see our M365 AI Project Setup Guide.
Project Overview
Reviewing grant applications is traditionally a resource-intensive process for philanthropic foundations. Ensuring fairness, accuracy, and thoroughness often requires hundreds of hours of manual assessment.
In this upcoming case study, Guided Prompt reveals how we helped a foundation revolutionise its funding pipeline through AI-powered grant assessment automation.
Key insights we will be sharing:
- The Challenge: Managing a high volume of complex funding applications with limited staff resources, whilst maintaining rigorous assessment standards.
- The Solution: Developing an automated, prompt-engineered AI workflow designed to summarise applications, verify eligibility criteria, and highlight key metrics for the assessment board.
- The Results: A dramatic reduction in processing times, improved consistency in application reviews, and faster funding decisions for deserving grantees.
If your foundation or grant-making trust is interested in utilising AI to reduce administrative overheads and improve operational efficiency, we can help.
Book a Strategic Scoping Session Ready to eliminate manual review bottlenecks for your own foundation? Schedule a consultation to discuss how we can map this same technology directly to your organisation’s specific scoring rubrics and governance requirements. This success story was built on our core automated grant application assessment framework, leveraging Microsoft technologies to help third-sector organisations make faster, unbiased funding decisions.
