Grants Quick Start
Short, step-by-step guidance for finding, tracking, and submitting grants in Expirely.
Get started in minutes
- Go to `Grants` in the top nav.
- Click `Applications` to see your pipeline.
- Click `New Application` to add your first grant.
Core workflows
Find new grant opportunities
- Go to `Grants` → `Foundations` (or `Federal Grants`).
- Use filters to narrow by focus area, location, and amount.
- Open a funder to review fit and past giving.
- Click `Track` or `Add to Pipeline` to start an application.
Track an application
- Go to `Grants` → `Applications`.
- Click `New Application` and enter funder + deadline details.
- Move the card across stages as it progresses.
- Add tasks and reminders so nothing slips.
Draft a proposal with AI
- Open an application and click `AI Grant Writer`.
- Provide your mission, project, and funding goal.
- Review and edit the draft in the editor.
- Save the final draft and attach it to the application.
Stay ahead of deadlines
- Open any application and set the `Deadline` date.
- Add reminders under `Tasks` or `Reminders`.
- Check your `Grants` dashboard weekly for upcoming deadlines.
Quick tips
- Keep funder fit notes inside the application for quick reference.
- Attach draft versions so your team can review changes.
- Use consistent naming for projects to keep reporting clean.
FAQ
Where do I upload proposal documents?
Open the application and use the documents/upload section to attach drafts or final files.
How do I share an application with my team?
Invite teammates under `Settings` → `Team`, then assign tasks inside the application.
What if I don’t see a funder?
Use the search filters or add the funder manually inside a new application.