Frequently asked questions

What GrantFlex does

Does GrantFlex submit applications or email funders for me?

No. GrantFlex never submits anything, and it never contacts a funder or a supporter for you. AI drafts and checks your work, and you send everything yourself.

• Download or copy your proposal, submit it the way the funder asks, then select Record submission so your pipeline shows it went in.
• Ask the funder drafts an email you send from your own mail app. Nothing is sent until you send it.
• You send requests for letters of support yourself, too.

Can GrantFlex tell us whether we're eligible or will be funded?

No. Research suggests opportunities with the evidence it found and the date it read each funder's page, and AI reviews score a draft as guidance. Only the funder decides. Check eligibility and deadlines on the funder's own guidelines before you apply.

Where do opportunities come from?

Research reports and quick searches read public web pages, such as funders' own sites, and cite them. Published opportunities lists grants from Grants.gov and the California Grants Portal, updated every day.

AI and your data

Does our information train AI models?

Nothing trains AI models without your permission. OpenAI doesn't use your information to train its models by default, and web searches use only your public details.

Can we use GrantFlex without AI?

Yes. An owner or admin can turn off workspace AI in Settings. New AI work stops, including research, drafts and reviews. You can still store files, write and edit by hand, track your pipeline and export.

Who can see our workspace?

Only its members, with the access their role gives them. Joining one workspace never opens your others. An agency's staff can open a client workspace only when they're given staff access. See Members, roles and invitations.

Can we get our data out?

Yes. In Settings, under Data controls, owners and admins can select Export all data for a ZIP with every record and your original documents. Research reports, proposals and board reports also download as PDF or Word files.

Can we undo a deletion?

For a while. Deleted documents and research reports can be restored for 30 days, and a deleted workspace for 14 days by its owner.

Plans and research

What counts as an AI action?

One requested AI draft, rewrite, review, chat answer, quick search, project suggestion, profile synthesis, or document extraction. Automatic document processing does not use these actions. A request that fails right away gives its action back.

What happens when we run out?

New AI requests pause until your allowance resets or the owner upgrades. Reading, editing by hand and exports keep working. Free's 10 actions don't renew, and paid allowances reset each billing month.

How long does research take?

A full research report usually takes about 30 minutes, and a quick search about 2 minutes. You can leave while either runs.

How many reports can we run?

One at a time in a workspace. A workspace can start 3 reports in any 24 hours, and one person can start 5 across all their workspaces. On a paid plan you can also refresh a report once a day, and your latest report refreshes on its own each month.

Why does Free show only some opportunities?

Every report is researched in full. Free shows its top 3 opportunities, ranked by fit. A paid plan shows every opportunity in every report, including reports you already have.

Can we switch plans or cancel?

Yes, and only the owner can. An upgrade shows its prorated charge before you confirm, and a downgrade starts at your next renewal. If you cancel, your plan lasts through the period you've paid for, then the workspace returns to Free. Your saved work stays, and switching never deletes documents or removes members.

Working in GrantFlex

Can we work on several organizations?

Yes. Each organization gets its own workspace, with its own members, plan and documents. Switch between them from the workspace menu, or select All workspaces. A grant writer with clients can also set up an agency workspace.

Can we bring in the tracker we already keep?

Yes. In Pipeline, select Add funding, then Import a spreadsheet. You match the columns and check every row before anything is added. See Import a spreadsheet.

Why can't I see a button my teammate can?

Your role decides what you can do. Viewers can read but not change work. Only owners and admins manage members, settings and exports, and only the owner manages billing. Some buttons also need workspace AI on or a paid plan.