Quickstart

Getting to something useful on day one. The whole thing takes about twenty minutes, and most of it is uploading files.

1. Create your account

Sign up, verify your email, and name your organization. Already have an account? Sign in — and there's a password reset link on the login page.

2. Upload past applications — this is the step that matters

Before anything else, put a handful of files into Reference Materials: past grant applications (won or lost), your most recent 990, program descriptions, an annual report, budgets.

This is the difference between drafts that sound like your organization and drafts that sound like anyone's. Almost every disappointing first impression traces back to skipping it — the agent can only work from what's publicly findable about you otherwise.

Five to ten documents is plenty to start. You can add more whenever.

3. Tell the agent who you are

Open the chat and say a few sentences about your work — who you serve, where, what you need funded, what you don't do. Things like "we don't run after-school programming" save you from bad recommendations later.

If you already have this written somewhere, paste it in. If you've been using ChatGPT or Claude for grant work, ask it what it knows about your organization and paste that across.

This becomes Memory, and it persists between conversations.

4. Ask for a list of funders

"Find funders who've given to organizations like ours."

The agent builds a sheet and fills it in — deadlines, typical check size, fit, how to apply. This takes a few minutes; it's doing real research, not a keyword lookup.

You now have something you can act on today, which is the point of the first session.

5. Ask for a draft

Pick a funder from that list and ask:

"Write an application for this one."

You'll get a draft grounded in the files you uploaded, with its edits shown as an inline diff you Accept all or Reject all. Read it critically — this is a strong first draft, not a finished submission.

6. Let it run without you

The point isn't to sit in the app. Ask:

"Set up autopilot — find opportunities and draft applications for me every week."

From then on the work arrives by email: new opportunities found, an application drafted, the pipeline logged. See Recurring Tasks.

Where people get stuck

Skipping step 2. The most common cause of "the drafts aren't good."

Waiting to feel fluent before using it. You don't drive this with clever prompts. Ask in plain language and correct it when it's wrong — the corrections stick.

Doing it alone. Adding your grant writer or ED costs nothing; plans are priced on usage, not seats. See Team and Access.

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