AI agent for headteachers
Grant and Funding Fit Agent
A short list of grants that truly fit, each with a checklist and deadline.
What it does
Staff spend days reading grant calls that turn out not to fit. This agent starts from the school's needs and budget, then scans open grant calls. For each call it scores fit against eligibility, such as grade levels, region and match requirements, and drops weak matches with a short reason. For the best matches it checks deadlines and required attachments, then builds a checklist. After you choose, it re-checks the call text so nothing was missed. Edge case: a grant needs a 20% local match the school cannot afford, so the agent drops it and says why. You choose which applications to pursue.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Monthly grant scan starts
- Read needs, budget and eligibility profile
- Search open grant calls
- Score each call against eligibility and needs
- Does the call meet all hard eligibility rules?If not: drop it and record the reason. Back to step 4.
- Check deadlines, match requirements and attachments for the top calls
- Can the school meet the deadline and match?If not: drop or mark as next cycle. Back to step 5.
- Build a checklist for each remaining grant
- Person chooses which to pursueThe agent waits here for your OK.
- Ranked shortlist with checklists
How it decides
It drops a grant when any hard eligibility rule fails and ranks the rest by fit, award size and effort to apply.
- Drop a grant if any hard eligibility rule fails.
- Drop grants with deadlines under 10 days unless approved.
- Rank by fit to needs first, then award size.
- A required match above budget disqualifies the grant.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Needs and budget limits
- Grant sources
- Minimum award size
- Deadline buffer (default 10 days)
- Scan frequency
What keeps you in control
It always asks you first
- Selection of grants to pursue
- Any contact with funders
Hard limits
- Do not submit any application.
- Do not contact funders.
It stops when
- Done: a shortlist with checklists was approved
- Stop: no grant fits, so the agent reports the nearest options and what would make them fit
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
