Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for grant writers

Partner and Subaward Document Collection Agent

A complete partner package where budgets, scopes and letters match the main application

Document handlingAdministrationWriters
See how it worksGet access
Partner and Subaward Document Collection Agent: what goes in, what the agent does and what you get

What it does

Partner budgets and letters arrive late, and when they do they rarely match the main budget or scope. This agent requests the documents from each partner with a checklist and due date. It checks each one against the main budget and scope, looking for mismatched totals, different rates and activities not in the plan. It flags mismatches and requests corrections, then rechecks until the package aligns. It tracks who is late and drafts reminders. The writer approves the package. Edge case: a partner's budget includes an indirect rate above the funder's cap, so the agent flags it before the package is assembled.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Application preparation starts 2 USES A TOOL Draft partner requests with checklists and deadlines 3 DOES Track which partners have submitted 4 USES A TOOL Read each partner budget, scope and letter 5 CHECKS THE RESULT Do totals, rates and activities match the mainbudget and scope? If not: list the mismatches and draft a correctionrequest. Back to step 4. 6 DOES Draft reminders for late partners 7 YOU APPROVE Writer approves requests and reminders before theygo out 8 USES A TOOL Read the corrected documents 9 CHECKS THE RESULT Is every partner document aligned and signed? If not: continue the correction loop and flag partnersstill late. Back to step 4. 10 DOES Assemble the package 11 RESULT Aligned partner package
Read the steps as a list
  1. Application preparation starts
  2. Draft partner requests with checklists and deadlines
  3. Track which partners have submitted
  4. Read each partner budget, scope and letter
  5. Do totals, rates and activities match the main budget and scope?If not: list the mismatches and draft a correction request. Back to step 4.
  6. Draft reminders for late partners
  7. Writer approves requests and reminders before they go outThe agent waits here for your OK.
  8. Read the corrected documents
  9. Is every partner document aligned and signed?If not: continue the correction loop and flag partners still late. Back to step 4.
  10. Assemble the package
  11. Aligned partner package

How it decides

A partner document is accepted when totals tie, rates are within the funder's rules and activities match the main scope.

  • Require budget totals to tie to the main budget
  • Flag indirect rates above the funder cap
  • Send a reminder 7 days before each deadline
  • Escalate a partner 3 days late

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Rate caps
  • Reminder timing (default 7 days before)
  • Document checklist
  • Rounding tolerance

What keeps you in control

It always asks you first

  • Requests and reminders to partners
  • Final package

Hard limits

  • Never sends a request without approval
  • Never edits a partner's budget

It stops when

  • Done: all partners aligned
  • Stop: a partner withdraws

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensPartner B's budget totaled 118,400 against 112,000 in the main budget and used a 15 percent indirect rate with a funder cap of 10, so the match check failed. The agent drafted a correction request listing both issues. Partner B resent 111,950 with 10 percent indirect. The agent recompared, found a 50 dollar difference and the writer accepted it.

More agents for grant writers

Quality control · Writers

Article Structure Revision Agent

A tracked structural revision that keeps the argument fully supported.

7 steps1 check6 jobs
Planning · Science and research

Fellowship and Funding Calendar Agent

Give the person a current, eligible list of funding opportunities with a dated task plan for each application.

11 steps2 checks8 jobs
Reporting · Quality control

Funder Report Evidence Collection Agent

Collect complete, checked evidence for the report in time to write and submit it.

11 steps2 checks3 jobs
Document handling · Administration

Letter of Support Request Tracker Agent

Have every required letter received, correct and filed before the deadline.

10 steps2 checks2 jobs