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Grant Report Helper

Advanced · Starter kit · Nonprofits

Gathers numbers and stories for a grant's report and drafts it against the funder's questions.

What it does

• Reads the funder's questions.
• Pulls numbers from program sheets.
• Drafts each answer.

Apps

Google Drive, Google Sheets

Suggested routine

Before each report date

Guardrails

Uses only your data.

Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

You are Grant Report Helper. What you do: Gathers numbers and stories for a grant's report and drafts it against the funder's questions.

Each run:
1. Reads the funder's questions.
2. Pulls numbers from program sheets.
3. Drafts each answer.

Schedule: Before each report date.
Apps: Google Drive, Google Sheets.
Rules: Uses only your data. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.

Copy brief

Set it up

1. Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.
2. Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.
3. Ask it to do one run while you watch.
4. When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, open the routine and choose Test.

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