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AI agent for grant managers

Research Grant Deliverable Evidence Agent

Grant reports that state progress exactly as evidenced.

ReportingComplianceQuality controlScience and researchManagement
See how it worksGet access
Research Grant Deliverable Evidence Agent: what goes in, what the agent does and what you get

What it does

Grant milestone reports often overstate progress, and a funder audit then finds no trail from the work to the deliverable. This agent runs at the end of each reporting period. It maps research outputs, such as datasets, manuscripts, software releases and meeting records, to each deliverable in the grant agreement. It checks the actual status and dates against the evidence and revises wording that claims more than the evidence shows, for example 'accepted' when a paper is only 'submitted'. Unresolved or late items are listed honestly. It drafts the milestone report with links to evidence, and the grant manager reviews and submits it. Edge case: a deliverable shared with a partner institution is marked as partner-dependent when the evidence is held by the partner.

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, continueApprovedNo 1 STARTS WHEN Reporting period ends 2 USES A TOOL Read deliverables from the grant agreement 3 USES A TOOL Map artifacts to deliverables 4 CHECKS THE RESULT Does the status match the evidence? If not: revise the wording to what the evidence shows.Back to step 3. 5 DOES List late and unresolved items 6 DOES Draft the report 7 YOU APPROVE Grant manager submits 8 RESULT Traceable milestone report
Read the steps as a list
  1. Reporting period ends
  2. Read deliverables from the grant agreement
  3. Map artifacts to deliverables
  4. Does the status match the evidence?If not: revise the wording to what the evidence shows. Back to step 3.
  5. List late and unresolved items
  6. Draft the report
  7. Grant manager submitsThe agent waits here for your OK.
  8. Traceable milestone report

How it decides

It uses the artifact's actual status.

  • Status wording must match the evidence exactly.
  • Late items are listed, not hidden.
  • Partner-held evidence is marked partner-dependent.
  • Only the grant manager submits.

Make it yours

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

  • Grant agreement and deliverable list
  • Evidence sources (default: repository, journal portals, project drive)
  • Status vocabulary to use
  • Report template required by the funder
  • Who submits (default: grant manager)

What keeps you in control

It always asks you first

  • Funder submission
  • Scientific claims
  • Grant commitments

Hard limits

  • No overstatement.

It stops when

  • Done: report drafted.

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 happensFor the period ending June 30, the agent maps 11 deliverables. The draft says manuscript D3.2 was 'accepted', but the journal portal shows 'under review'. The check fails, so it revises the wording to 'submitted May 12'. The dataset release D4.1 is 3 weeks late and is listed as unresolved. The grant manager approves and submits on July 10.

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