Nonprofits
Track grants, deadlines, and reporting
Grants usually slows down when grant calendars, requirements, program data, attachments, budget notes, and funder emails do not tell the same story, or when a grant deadline approaches or report inputs are missing. Imagine keeps those sources in view, prepares a grant checklist, missing-input request, and report draft outline, and separates the ready work from the judgment calls. After review, the approved update goes back to the grant tracker and document workspace, so grant work starts before the deadline week.
The manual reality today
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01
The grants handoff starts cold
grant calendars, requirements, program data, attachments, budget notes, and funder emails each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Small grants delays become customer-facing
When a grant deadline approaches or report inputs are missing, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
Grants decisions are hard to retrace
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Collect live grants context
Imagine watches grant calendars, requirements, program data, attachments, budget notes, and funder emails for new activity, stale items, and changes that affect the work.
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02
Group the facts for grants
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Prepare the grants response
Imagine drafts a grant checklist, missing-input request, and report draft outline using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Close the loop on grants
After review, approved actions are recorded in the grant tracker and document workspace with the context, approver, and timestamp preserved.
Works with the tools you already run
- Instrumentl
- Foundant
- Salesforce
- Google Drive
- Asana
- QuickBooks Online
What changes
The grants queue starts warm
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Grants follow-up feels consistent
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Managers can trust the grants trail
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle grants?
Imagine watches grant calendars, requirements, program data, attachments, budget notes, and funder emails, spots when a grant deadline approaches or report inputs are missing, and prepares a grant checklist, missing-input request, and report draft outline for review. Approved actions sync back to the grant tracker and document workspace with the supporting context attached.
When does grants need a person?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the grant tracker and document workspace is updated.
Can this use our current grants systems?
This workflow can connect to systems such as Instrumentl, Foundant, Salesforce, Google Drive, Asana, QuickBooks Online. Imagine works on top of those tools instead of replacing the system of record.
How does the grants queue change the day?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so grant work starts before the deadline week.