Getting Started with GRANTED

WELCOME TO GRANTED!!!

This is your all-in-one platform for discovering, applying, managing, and tracking grants seamlessly. This tutorial will guide you through setting up your profile and applying for your first grant with our AI Assistant.

Step 1: Start by setting up your profile. Providing accurate information to our AI is crucial for receiving personalized grant recommendations. Navigate to the profile section and select your account type, whether it's for an individual or an organization.

Step 2: Add detailed information about your organization, including your description, operating provinces, primary industries, mission and impact, beneficiaries, and other relevant details. This information helps our AI tailor grant recommendations specifically for you. For ease, use the voice record feature to speak about your organization instead of typing.

Step 3: Save your profile once all information is entered.

Step 4: Hover over to your profile to manage your subscriptions.

Step 5: Adjust your security settings, such as changing your password and email, and setting up two-factor authentication.

Step 6: If you're working with a team, invite your colleagues to join the platform and create your grant team. This facilitates collaboration on grant applications and tracking.

Step 7: Enable notifications to ensure you never miss any grant deadlines or daily digests of opportunities.

Step 8: Upload all key documents needed for grant applications, such as pitch decks, proposal applications, resumes, or CVs. This central hub keeps all your materials in one place, giving our AI the context needed to enhance your applications.

Step 9: With your profile set, explore over 1,200 grant opportunities available on the platform, with thousands more being added regularly.

Once you access the grant opportunities section, you'll see various options available. Utilize traditional filters such as location to narrow down your search.

Step 1: Explore the AI recommendation engine, which uses semantic analysis to match you with grants based on the deeper meaning of your work. This feature displays a match percentage, indicating how well you align with each grant and where to focus your efforts.

Step 2: View the factors influencing the AI's suggestion and the confidence level in these suggestions.

Step 3: Compare different grant opportunities to determine which ones to prioritize.

Step 4: Select three grants to compare their details side by side and make informed decisions about which to pursue.

Step 5: Discover funders to view all grants offered by a specific funder, like the Government of Quebec, ensuring you never miss an opportunity from them.

Step 6: View and filter the 78 grants offered by the Government of Quebec based on various details such as complexity.

Step 7: Examine grants based on their complexity to make well-informed decisions.

Step 8: If you are using one of our premium features, request additional insights on a funder, including detailed funding patterns, trends, success rates, and applicant profiles. Our team will deliver a custom report within five to seven business days.

Step 9: Enter your information and click Submit request to receive your custom report.

Finally, return to the main grants page to continue exploring other opportunities.

Step 1: Click on the grant to view all its details.

Step 2: Save the grant by clicking the save option, if you haven't saved it already.

Step 3: Share the grant with friends or your community. You have the option to copy the link or details of the grant, or share directly to LinkedIn, email, or other social media platforms.

Step 4: Visit the grant website directly through the Funder portal by clicking on the relevant link.

Step 5: Apply for the grant by clicking the Apply with AI Assistant button, if you decide to proceed with the application.

Step 6: Create your project by clicking the Create Project button. You can start a new project from scratch or use an existing one.

Step 7: Enter all relevant information about your project, including the project name, summary, and funding goal.

Step 8: Refine your project details with AI support to make your project more persuasive or clear on beneficiaries. You can specify what type of refining you need.

Step 9: Add any additional personal information to your project.

Step 1: Complete your project details and save your progress. Once done, click Save as Draft to store your current work.

Step 2: Return to your project dashboard to review all entered information, including rationale, outcomes, beneficiaries, and other project details.

Step 3: Navigate to the Grants section under the project dashboard to view all grants matched to your project.

Step 4: Add any relevant documents to your project.

Step 5: Go back to the Grants section and select a grant you wish to apply for.

Step 6: View the selected grant and click Apply with AI to start the application process.

Step 7: Use the AI functionality to generate answers for the application questions provided in the funder's portal.

Step 8: Review the generated answers. If necessary, regenerate any answers to improve clarity or detail by selecting the desired feedback option.

Step 9: Ensure all answers are complete and correctly added to your application.

Step 10: Confirm that your application progress is recorded. Once satisfied, click Complete Application to finalize your submission.

Step 11: After completing the application, review all answers. If satisfied, copy and paste them into the funder portal, or export them as a PDF for sharing with stakeholders or submitting to funders.

Step 1: Finalize your grant application questions and track activities related to the grant. Once you've submitted the application and it's under review, you'll see it marked as "in review" on your dashboard.

Step 2: Add specific tasks to the grant to keep track of all related activities. For instance, you might add a task to "send application to Community Partner for review."

Step 3: Set the priority of tasks. In this example, you can set the priority as "urgent."

Step 4: Assign due dates for each task and categorize them, such as under "review."

Step 5: Assign tasks to your colleagues.

Step 6: Create the task to see it appear on your dashboard.

Step 7: Add comments and tag colleagues in these comments to facilitate task tracking.

Step 8: After finalizing, navigate back to the Manage page to view and manage your grants.

Step 9: View the different stages of your grant application, including drafted, saved, and in review stages. Decide on the status of each grant, such as whether it has been awarded or declined.

Step 10: View your calendar to keep track of all upcoming deadlines and activities.

Step 11: Set reminders to effectively monitor specific actions related to your grants.

Step 12: Select a grant from your list to track specific deadlines or important dates.

Step 1: Add a message about the required action and set a reminder for yourself.

Step 2: Track grants from your saved grants list.

Step 3: Add notes to each saved grant. For instance, if a grant seems suitable for a specific project, like a wellness project, note that down to remind yourself later.

Step 4: Save the notes you've added to keep a record of your thoughts and considerations regarding the grant.

Step 5: Proceed to track the grant. Once in the tracking section, view all related activities and check the current status, especially if the grant is under review.

Step 6: Add specific tasks to the grant, such as submitting it to a funder portal, to ensure you remember to complete necessary actions.

Step 7: Set a priority status for the task.

Step 8: Choose a due date for the task.

Step 9: Assign the task to a colleague and add any relevant internal tags.

Step 10: Once the task is created, access the dashboard and portal where you can leave notes and tag colleagues, facilitating communication and tracking of the grant all in one place.

Step 11: Review the manage page to see all settings and updates you've applied to the grant.

Step 1: Observe the grant's status in its lifecycle, from drafting to submission and review. Start by viewing a grant currently in the drafting stage.

Step 2: Update the grant's status by clicking the appropriate button to mark it as sent for review once you're ready.

Step 3: When the grant is ready to submit, click the corresponding button to update its status to submitted.

Step 4: Refresh the page to confirm the grant's status has updated to submitted.

Step 5: If the grant is awarded, click to mark it as awarded and view the updated status on the page.

Step 6: Check the success rate of your grant submissions to understand the percentage of grants awarded versus those applied for.

Step 7: Explore the marketplace feature, which offers AI-powered tools to assist in grant writing or the option to connect with professional grant writers.

Step 8: Submit a request for a professional grant writer by providing all necessary project details and the type of services you need. Our team will match you with a suitable writer from our vetted database.

Step 9: If you're a grant consultant, join our Expert Network by providing your professional and personal details. This allows us to vet your expertise and match you with users seeking your services.

Step 10: Utilize our comprehensive resources designed to help you navigate the grant finding process, including tools and guides.

Step 11: Access community events and recordings of previous webinars through our platform.

Step 12: Explore our grant dictionary to decode common grant terminology, ensuring that language is not a barrier to accessing grant opportunities.