Set up your workspace
Your organization's details, documents, applicant file and people.
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GrantFlex Docs
Learn GrantFlex, one task at a time.
Step-by-step guides to setting up your workspace, finding funding, and keeping every application moving. Examples use fictional organizations, such as Lanternfield Community Theatre.
Start here
4 pages · about 29 minutes
What GrantFlex is
4 minThe areas of a GrantFlex workspace, how the work flows from setup to a board report, and what AI does and doesn't do.
Create a workspace, finish the five setup steps, and read the opportunities your free introductory research finds.
What each plan includes, what counts as an AI action, and what happens when a workspace runs out.
Pipeline basics
6 minHow stages and phases work, how List and Board differ, what the totals mean, and the ways to add funding.
Find your way around
Find funding
Research reports, quick search, and deciding what to pursue.
Projects
Define the work you're raising money for.
Track your pipeline
Every grant and funding request, from first look to final report.
Write the proposal
Draft, budget, review and package an application.
Calendar and reminders
Deadlines, reminders and calendar subscriptions.
Funders
Your relationships with foundations, companies and agencies.
Awards and reports
Awards, payments, award terms and progress reports.
Insights
Figures and board reports from the records you keep.
Agencies and consultants
Running grant work for several clients.
Settings and account
Billing, members, AI settings and your data.
Tutorials
Short tasks with one outcome each.
Set up a workspace
Create a workspace, answer the five setup steps and turn on AI so your free introductory research can start.
Run your first full report
Start a full research report, check what it will use, and open it when it's ready.
Decide on your first three opportunities
Read your report's strongest matches, then start work on one, shortlist one and set one aside.
Ask a funder when the next round opens
Ask a funder with no round announced when it opens next, send the email yourself and get a reminder to follow up.
Move your spreadsheet into the pipeline
Upload your grant tracker, match its columns, review every row and import the rows as funding records.
Write an executive summary from your documents
Have AI draft a proposal's executive summary from your documents, check it against its sources and approve it.
Build a budget with match and in-kind
List a proposal's costs, mark what the funder pays, your cash match and in-kind support, then draft the budget explanation.
Get an AI review and fix one gap
Review a proposal against the funder's criteria, find the lowest score and revise one section with a suggested fix.
Record a submission
Check the package, submit through the funder's own process, then record the submission so your proposal and pipeline show it.
Record an award and extract its terms
Record a funder's yes, then attach the award letter and have AI pull out its report dates and payments for you to check.
Subscribe from Google Calendar
Create a private calendar link and add your workspace's deadlines, reports and tasks to Google Calendar.
Prepare a board report
Check the figures on Insights, write a board summary and download the board report as a PDF or Word file.
Add a client to your agency
Create a workspace for a new client from your agency's Clients page, set up its funding goals and give your staff access.
Use cases
How different teams use GrantFlex from start to finish.
A community theatre's first season of fundraising
A small theatre's season from setup and research to a submitted proposal, an award, a progress report and a report to its board.
Read the use caseA grant writer working for several clients
A two-person consultancy runs two clients from one agency workspace: staff access, combined views, a shared library, branded exports and handing over.
Read the use caseA photographer applying for fellowships
A documentary photographer on the Free plan sets up a workspace for herself, finds funder leads and prepares two fellowship applications.
Read the use caseRenewing with past funders
Find the funders who've supported you, go back to them at the right time, plan renewals before a grant ends and see who gave again.
Read the use caseWhen a funder says no
Record a decline with its reason and the funder's feedback, set up the next cycle and see why requests are declined.
Read the use caseReference
Glossary, limits, file formats and troubleshooting.
Glossary
Plain definitions of the labels, statuses and grant terms you see in GrantFlex.
Stages and statuses
Every stage, phase and status in GrantFlex in one place, with what each one means and what moves a record from one to the next.
Exports and file formats
Every file you can download from GrantFlex, the files you can upload or import, and what each one contains.
Limits
Plan allowances, upload and import sizes, text lengths, research limits and how long deleted work can be restored.
Notifications and emails
What GrantFlex tells you about, who gets each notification and email, and the settings that control them.
Frequently asked questions
Short answers about what GrantFlex does and doesn't do, AI, plans, research and your data.
Troubleshooting
What to do when research stops, AI work is paused, an upload fails or an invitation won't open, with the messages GrantFlex shows.
Try it with your own work.
Set up a workspace for free and see the first opportunities GrantFlex finds for you. You review everything before it goes anywhere.