Grant Workflow Dashboard Development

GRANT CLIENT DASHBOARD WORKFLOW
• View submitted grants
• Upload/download files
• See deadlines and task lists
• Send messages
• Track progress of each grant
• Add your logo, brand colors, and custom domain (e.g., dashboard.grantfunds.com)

3. File Upload & Document Center

Tool: Google Drive (with integration to Airtable) or Dropbox
• Each client gets their own shared folder
• Clients can upload:
• Budgets
• 501(c)(3) letters
• Program details
• Your team can upload:
• Grant proposals
• Progress reports
• Signed PDFs


4. Task Assignment + Tracking

Tool: Trello, ClickUp, or Airtable Kanban
• Tasks are assigned by your team (e.g., “Send budget by Friday”)
• Status: Not Started, In Progress, Completed
• Optional client view (if using ClickUp or Airtable-linked view)
• Notifications can be automated (see below)

5. Communication / Messaging

Tool: Tidio, Crisp, or Twilio SMS/Email integration
• Built-in messaging widget inside the dashboard
• Can send:
• Grant updates
• Deadline reminders
• Responses to client questions
• Optional: Send email/SMS alerts when grants are submitted or nearing deadlines

6. Booking Appointments

Tool: Calendly
• Embedded directly into the dashboard
• Clients can schedule calls with grant writers or consultants
• Syncs with your calendar

7. PDF Generator for Reports & Receipts

Tool: PDF Generator API or DocuPilot
• Auto-generates client receipts, submission confirmations, proposal drafts
• Can pull data from Airtable and merge into branded templates

8. Client Authentication & Access

Tool: Built-in via Softr/Glide or Firebase Auth if custom
• Each client has:
• Secure login
• Private dashboard only showing their grants
• Optional: Two-factor authentication or passwordless login

9. Optional AI Assistant

Tool: Zapier + OpenAI API or Make.com
• Auto-drafts responses
• Sends reminders
• Suggests next best funding opportunities
• Example: “Hey [Client Name], based on your profile, this grant from Ford Foundation might be perfect.”