This week
Built for you overnight: what came in, what needs you, and when the board meets.
18applications
0need you
13 of 18reviews in
8 daysuntil the board meets
✉1 application arrived by email overnightOpen Door Family Readers, read and filed as SP27-020
New
!1 needs youValley Story Wagon: board list missing
Needs you
↻Marcus has 1 review past his dateReminder sent this morning
Reminded
▤Scholarship is ready for the boardAll reviews in for 3 applications
Ready
Applications
Every application in one place, however it arrived.
✉Open Door Family ReadersSP27-020 · Youth Literacy · $44,000 · by email
New
Received→Documents read→Checked→Reviewers assigned→In review
Every file read and matched to Youth Literacy's required list
✓Project narrativenarrative.pdf
✓Budget, fiscal year 2026-27budget.xlsx
✓Board listboard-of-directors.pdf
Program panel assigned PSMBDOPriya Shah, Marcus Bell and Dana Ortiz, due Oct 22
Needs you
Only what a person should look at. Everything else moved on by itself.
!Valley Story WagonSP27-004 · Youth Literacy · $40,000 · web form
Checking
✓Project narrativeFound: "A mobile library route through three apartment complexes"
✓Budget for 2026-27Found: "Operating budget, fiscal year 2026-27"
✓IRS determination letterFound in irs-letter.pdf
✕Board listNot in any of the 4 files. Youth Literacy requires one.
Request drafted for your approvalThank you for applying. To complete your application, please upload your current board list on your status page.
Approve and sendEdit
Reviewers
Scores arrive here as reviewers submit from one link.
Conflict recordedDana sits on Maple Street's board. Maple Street is locked for her, and the recusal goes into the board packet.
Reminder sent to Marcus1 review past his date of Oct 18. Sent once, automatically; the next one waits for you.
Board packet
First-Generation Scholarship. One click, then it assembles itself.
Generate the packet
CoverBoard meets Thu, Oct 29
Recommendations| Maya Torres | Fund $6,000 |
| Lucia Ramirez | Fund $6,000 |
| Noah Bennett | Decline |
| Scores, notes | attached |
Maya Torres · 3.6 of 5Reviewer notes · recusals · donor intent: Margaret Hollis Scholarship Fund
Version 2 saved · numbered, so you always know what the board saw
Letters
Drafted from the board's decisions. Nothing goes out until you approve it.
✓Board vote recordedScholarship: 2 funded as recommended, 1 declined
✎Award letter: Maya Torres, $6,000Amount taken from the board's vote
Draft
✎Decline letter: Noah BennettWith the reviewers' notes for the applicant, word for word
Draft
Dear Maya,
On behalf of the Hollis Creek Family Foundation, I am pleased to tell you that the board has approved a scholarship of $6,000...
Approve and sendEdit
The problemMonday starts with an inbox, a spreadsheet and a guess at what's waiting.
What the automation does
- Reads and files everything that came in overnight
- Pulls only what needs a person into one list
- Reminds late reviewers, once, on its own
- Counts the week for you and says what's ready for the board
You decide: what to do with the short list. Nothing is decided for you.
The problemApplications arrive as attachments and form entries, and someone renames, files and routes each one.
What the automation does
- Receives the email or form entry and matches it to the program
- Reads every file and matches it to your required documents
- Runs your rules: eligibility, fiscal year, past reports
- Assigns the program's reviewers to a clean application
- Moves it to In review and records every step in History
You decide: the rules and the reviewer panel, once, in Program setup.
The problemMissing documents are found late, after someone has read every file by hand.
What the automation does
- AI reads each file and matches it to the program's required list, quoting where it found each one
- Flags what's missing, with the reason
- Drafts the request to the applicant for your approval
- Sends it from your email and resolves the check when the file is uploaded
You decide: every request is approved by a person. Nothing is declined automatically.
The problemScores come back in spreadsheets and emails, and conflicts are handled informally.
What the automation does
- Collects each score as the reviewer submits it from one link
- Locks an application for a reviewer with a declared conflict, and records it
- Sends one reminder when a review passes its date
You decide: reviewers score. The AI's suggested score appears only after they submit.
The problemThe board packet is copied together by hand the week of the meeting.
What the automation does
- Gathers recommendations, scores and reviewer notes per program
- Adds recusals and the fund's donor intent to every page
- Builds the packet in one click and saves it as a numbered version
You decide: the recommendations. The packet just never needs assembling.
The problemAfter the vote, letters are typed one by one, and amounts get copied by hand.
What the automation does
- Records the board's vote in one step
- Drafts award letters with the amount the board approved
- Drafts decline letters with the reviewers' notes for the applicant, word for word
- Sends from your own email once you approve
You decide: nothing goes out until you approve it.