Grant research copilot: Discover more opportunities & save time

Act as a grant research specialist. Help me create a comprehensive list of grant opportunity sources for systematic monitoring.

# DATA

OUR ORGANIZATION:
- Mission focus area: **YOUR CAUSE AREA**
- Target populations: **WHO YOU SERVE**
- Geographic location: **YOUR CITY & COUNTRY**
- Service area: **LOCAL/REGIONAL/NATIONAL**
- Annual budget: **APPROXIMATE RANGE**
- Tax status: **501c3/OTHER**


# REQUEST

Generate a categorized list of the best grant sources to monitor, including:

1. GOVERNMENT SOURCES
   - Federal grant portals (with specific agencies relevant to our mission)
   - State grant websites (for our state and neighboring states if relevant)
   - Local/municipal grant pages
   - Include exact URLs where possible

2. FOUNDATION SOURCES
   - Major national foundations funding our cause area
   - Regional foundations in our geographic area
   - Community foundations
   - Corporate giving programs
   - Family foundations known for our type of work

3. AGGREGATOR SITES & DATABASES
   - Free grant search engines
   - Nonprofit news sites with funding announcements
   - Professional associations in our field with grant listings

4. RSS FEEDS & NEWSLETTERS
   - Specific RSS feeds to follow
   - Email newsletters worth subscribing to
   - Social media accounts that post opportunities

For each source, provide:
- Name and URL
- Update frequency (daily/weekly/monthly)
- Typical grant size range
- Why it's relevant for us
- Best method to monitor it (RSS, email, API, manual check)

Focus on quality over quantity. Give me the most valuable sources for our specific organization (between 10 and 25).

Help me design a Zapier automation workflow to monitor grant opportunities from multiple sources.

# DATA

SOURCES TO MONITOR:
**PASTE YOUR TOP SOURCES FROM STEP 1**

# REQUEST

Create a detailed Zapier setup plan that includes:

1. TRIGGERS (multiple trigger options):
   - RSS feed monitoring for sites with feeds
   - Email parser triggers for newsletter subscriptions  
   - Scheduled weekly web scraping for static pages
   - Google Alerts for specific keywords

2. FILTERS TO APPLY:
   - Minimum grant amount
   - Geographic eligibility
   - Keyword matching for our cause area
   - Deadline at least 30 days out

3. DATA TO CAPTURE:
   - Grant title
   - Funder name
   - Amount range
   - Deadline
   - Eligibility summary
   - Application URL
   - Source and date found

4. ORGANIZATION METHOD:
   - How to avoid duplicates
   - How to update existing opportunities
   - How to handle multiple programs from same funder

Provide specific Zapier trigger and action combinations for the most important sources.

Check thoroughly the official Zapier documentation before sending your recommendations (features and settings change frequently in Zapier and you might not have the latest info) and provide all the relevant links in case I want to check more details.

Analyze this grant opportunity for our nonprofit and provide a structured summary.

# DATA

**THIS SHOULD BE AUTO-POPULATED FROM ZAPIER**
GRANT INFORMATION:
- Funder: [FUNDER NAME]
- Program: [GRANT NAME]  
- URL: [PAGE LINK]
- Full Text: [DESCRIPTION / GUIDELINES]

**THIS CAN BE COPIED FROM THE PROMPT IN STEP 1**
OUR ORGANIZATION:
- Mission focus area: **YOUR CAUSE AREA**
- Target populations: **WHO YOU SERVE**
- Geographic location: **YOUR CITY & COUNTRY**
- Service area: **LOCAL/REGIONAL/NATIONAL**
- Annual budget: **APPROXIMATE RANGE**
- Tax status: **501c3/OTHER**

# REQUEST

ANALYSIS REQUIRED:

1. ELIGIBILITY CHECK
   - Do we meet all requirements? (Yes/No/Unclear)
   - Specific concerns or restrictions to note
   - Geographic limitations

2. GRANT SUMMARY (brief bullet points)
   - What they fund
   - Priority areas 
   - Special preferences or requirements

3. ALIGNMENT ASSESSMENT
   - Which of our programs best fit
   - How our work matches their priorities

4. COMPETITIVE FACTORS
   - Our advantages for this opportunity
   - Potential weaknesses in our application
   - Likely competition level (High/Medium/Low)

5. KEY REQUIREMENTS
   - Required documents we may not have
   - Unusual application requirements

6. EFFORT ESTIMATE
   - Hours to prepare strong application
   - Resources needed beyond grant writer

7. RECOMMENDATION
   - Pursue immediately / Consider pursuing / Skip
   - If skip, explain why
   - If pursue, note critical success factors

For this high-priority grant opportunity, create a comprehensive brief for our team:

# DATA

OPPORTUNITY SUMMARY: 
**COPY THE RESULTS FROM THE PREVIOUS STEP OR AUTO-POPULATE WITH ZAPIER**

# REQUEST

Create a 1-page brief including:

1. EXECUTIVE SUMMARY
   - One paragraph overview
   - Why this is a priority for us
   - Recommended approach

2. STRATEGIC FIT
   - How this advances our mission
   - Connection to current strategic plan
   - Potential for relationship building

3. PROJECT CONCEPT
   - Proposed project title and description
   - Target outcomes and metrics
   - Budget range and key expenses
   - Timeline

4. PREPARATION CHECKLIST
   - Required documents (mark which we have ready)
   - Team members to involve
   - External partners to engage
   - Data to gather

5. KEY MESSAGES
   - 3 main points to emphasize
   - Our unique value proposition
   - Success stories to highlight

6. TIMELINE
   - Work-back schedule from deadline
   - Key milestones
   - Review points

7. RISK ASSESSMENT
   - Main challenges
   - Mitigation strategies
   - Alternative approaches if declined

Help me design an automated grant opportunity communication system for our team.

# DATA

TEAM STRUCTURE:
- Executive Director: [Needs high-level summaries]
- Development Director: [Needs all opportunities]
- Grant Writer: [Needs detailed briefs for high-priority]
- Program Managers: [Need program-specific opportunities]
- Board Members: [Monthly digest only]

COMMUNICATION CHANNELS AVAILABLE:
- Email (everyone)
- Slack/Teams (staff only)
- Google Calendar (shared)
- Weekly staff meetings

# REQUEST

Design a notification system that includes:

1. ALERT LEVELS
   - Urgent (deadline <30 days, score 9-10)
   - Priority (deadline 30-60 days, score 7-8)  
   - FYI (deadline >60 days or score <7)

2. ROUTING RULES
   - Who gets what level of detail
   - Which channels for which alerts
   - Frequency caps to prevent overload

3. MESSAGE TEMPLATES
   - Slack/Teams instant notification
   - Email daily digest
   - Weekly team summary
   - Monthly board report

4. ESCALATION TRIGGERS
   - When to bypass normal channels
   - How to flag exceptional opportunities
   - Process for quick team decisions

Provide specific Zapier setup instructions for each notification type.

Check thoroughly the official Zapier documentation before sending your recommendations (features and settings change frequently in Zapier and you might not have the latest info) and provide all the relevant links in case I want to check more details.

Create message templates for our grant opportunity notifications:

1. SLACK/TEAMS INSTANT ALERT (for scores 9-10):
Create a brief, scannable format that includes:
- Eye-catching header with urgency level
- Funder and amount
- Deadline with countdown
- One-line summary
- Fit score and why
- Direct link to details
- Action required

2. DAILY EMAIL DIGEST:
Design an email template that:
- Groups opportunities by priority
- Shows calendar view of upcoming deadlines
- Highlights new vs updated opportunities
- Includes quick approve/decline buttons
- Links to full analysis

3. WEEKLY SUMMARY REPORT:
Create a comprehensive format including:
- Statistics (new opportunities, average scores, etc.)
- Top 5 opportunities to discuss
- Team assignments and progress
- Upcoming deadlines calendar
- Success metrics from previous week

4. PROGRAM-SPECIFIC ALERT:
Template for program managers that:
- Only shows relevant opportunities
- Explains the connection to their program
- Requests specific information needed
- Provides response deadline

Make templates scannable and action-oriented.

Provide step-by-step Zapier configuration for our notification system:

WORKFLOW REQUIREMENTS:
- Trigger: New row added to our Google Sheet
- Filter by fit score and deadline
- Route to appropriate channels based on rules
- Prevent duplicate notifications
- Include weekly summary compilation

Give me:
1. Exact Zapier apps and triggers to use
2. Filter conditions for each notification level
3. Action configurations for:
   - Slack/Teams posting
   - Email sending (individual and digest)
   - Calendar event creation
4. Formatter steps needed for clean messages
5. Schedule settings for digests and summaries

Include any code snippets that might be needed for custom setups or formatting.

Check thoroughly the official Zapier documentation before sending your recommendations (features and settings change frequently in Zapier and you might not have the latest info) and provide all the relevant links in case I want to check more details.