Creating a workflow to help track grants and responsibilities

Question

Our organization has used AirTable for some time it has helped us standardize some workflows.

I would like to know if anyone here has a grant tracker they feel comfortable sharing with the following features.

Creating a client organization with clear relationship managers for both the client and the NPO
A selector with multiple options/packages offered to the client
Automations triggered regarding contract requirements (publicity, social media acknowledgements, outcomes) to the appropriate departments (communications, programs)
Visual tracking of the project’s development

Thanks in advance!

Héctor

Pello · Answer

Hi Héctor, interesting use case. We’ve built a few grant and partnership management systems with similar pieces, especially around requirements, ownership and tracking delivery.

One thing I’d be curious about: when you say “client”, is this the organization providing the funding, or an organization receiving services/funding from you? I think the setup would look quite different depending on that.

Also, not sure if you caught Cherry’s recent session on grant management, but there might be a few useful ideas in there for what you’re trying to build:
https://community.airtable.com/nonprofits-85/grant-management-with-automation-live-reporting-and-ai-agents-48434

Happy to share some thoughts once I understand the client relationship a bit better.

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