Web Browsing

The AI agent can navigate websites, click through pages, fill out forms, and extract information — just like a person using a browser.

This feature is experimental. Web browsing is powerful but new. We strongly recommend reviewing the agent's actions as they happen and being cautious with any form submissions. As with any AI tool, you are responsible for what gets submitted on your behalf.

What You Can Do

Basic — Retrieve Information

Ask the agent to visit a foundation's website and find application details.

"Go to the OnPoint Community Foundation website and find the application questions for their spring grant cycle. Don't create any accounts — just grab whatever's publicly available."

The agent will navigate the site, read through pages, and extract the information you need.

Intermediate — Interact with Portals

Give the agent permission to take more involved actions.

"Go to the Riverdale Foundation's grant portal. If they require an account, you can create one for us using our grants@ address. Find the application questions and bring them back. Do not submit anything."

Advanced — Pre-fill Applications

Combine web browsing with your completed grant application.

"We just finished writing our application for the Community Health Grant, and I've already set up a portal account. Go to the portal, sign in, and pre-fill the application form with our responses. Do not click the submit button under any circumstances."

Important Guidelines

  • Always review before submitting — Never let the agent submit a final application without your review. You can instruct it to fill forms but stop before submitting
  • Be explicit about boundaries — Tell the agent what it can and can't do: "don't create accounts," "don't submit anything," "stop after filling out the form"
  • Start small — Try simple tasks first (finding publicly available information) before moving to portal interactions
  • Handle portal logins carefully — Where a portal needs an account, prefer one set up for this purpose over a personal or shared login, and remember that anything you type into chat is stored with the conversation

Tips

  • Web browsing works especially well for foundations that use online application portals like Benevity, Submittable, or custom forms
  • You can combine browsing with prospecting: "Look at the top 3 foundations on my list and see if you can find their application questions from their websites"
  • The agent will show you what it's doing as it browses — you'll see actions like "Navigating," "Clicking," "Typing," and "Reading Page" in the chat