Grant Application Pipeline & Compliance Reporting System
A done-for-you public sector automation built for the Grant Administrator, connecting Jotform, Slack, and Airtable so the work below happens on its own.
What this automation does, step by step
Every active grant (federal, state, and foundation) lives in a single pipeline with key dates: application deadline, award notice, contract execution, reporting periods, and closeout.
The grant administrator receives reminders 60, 30, and 7 days before each deadline, and department program managers are notified automatically when their performance data is needed for an upcoming report.
Awarded grants trigger a reporting calendar that pushes deadlines to the shared calendar and assigns data collection tasks to the appropriate staff, so quarterly and annual reports are assembled from collected data rather than built under a last-minute deadline with incomplete records.
- Airtable or Google Sheets (grant pipeline and reporting calendar)
- Zapier or Make.com
- Google Calendar (deadline entries)
- Email or Slack (staff data collection requests and deadline alerts)
- Jotform (performance data collection form)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a grant administrator manually pieces together information from different places, then has to relay it to everyone who needs it. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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