Every grant your organization is chasing, in one pipeline, with a stage, an owner, a deadline, and an alert that fires before the deadline instead of after it. Describe how your team applies for funding and Taskade Genesis builds the tracker: researching, letter of inquiry, invited, writing, submitted, awarded, declined, and reporting, with the documents and the requirements attached to each opportunity.
The app embedded on this page is Investor Dashboard, a real Taskade Genesis build whose funder-facing pipeline is the closest starting point here. Move an opportunity between stages, open a record, then clone it in about ten seconds and turn those stages into the grant pipeline and deadline alerts described above.
Each opportunity record holds the funder, the program, the amount requested, the deadline, the submission method, the stage, the owner, the required attachments, the restrictions on use of funds, and the reporting obligations that arrive with an award. Linked records connect an opportunity to the program it funds and to the budget you submitted, so when the report is due you are not reconstructing what you promised eleven months ago.
Workspace DNA is why nothing falls through. Memory holds every funder, every past application, and the exact language you used, so a second application to the same foundation starts from what you already wrote. Intelligence, backed by frontier models from top AI labs, reads a funder's guidelines and extracts the deadline, the eligibility rules, the page limits, and the required attachments into fields. Execution builds the backwards schedule from the deadline and assigns each piece.
See the pipeline the way you need it:
- Board view, opportunities across the stages from researching to reported
- Calendar view, every deadline and report date on the month it is due
- Table view, funder, amount, deadline, owner, and probability in a grid
- List view, the requirement checklist for a single application
- Plus Mind Map, Gantt, and Org Chart across the multiple project views
Automations own the calendar. With Taskade automations, a deadline thirty days out creates the drafting tasks, fourteen days out pings the owner in Slack, and an award moves the opportunity into reporting with the report dates already created. Across 100+ bidirectional integrations, Google Calendar and Gmail pull dates and funder correspondence in while Slack and email push the alerts out. Automations run on every plan, but Google Calendar, Gmail, and Slack are premium integrations that need a paid plan, and Pro at $10 per month billed annually covers a small grants team.
The AI agents carry built-in tools including web search and file analysis, so an agent can read a 40-page funder guideline PDF and return the eligibility rules, the deadline, and the required attachments as a checklist you can work from.
Clone it, invite your grants coordinator and your program director, and the pipeline, the funder history, and every submitted document stay in your workspace.
Explore other builds in the Community Gallery, start a new one at Taskade Genesis, or learn deadline reminders in Learn. Fill the top of the pipeline with shortlist funders worth applying to, write the application using draft a grant proposal narrative, and close the loop with the grant reporting and compliance calendar.
Frequently Asked Questions
Can it read a funder's guidelines and fill in the fields?
Yes. Upload or paste the guidelines and the agent extracts the deadline, eligibility criteria, page limits, budget format, and required attachments into the opportunity record, flagging anything ambiguous for you to confirm.
How far ahead do the alerts start?
You choose. A common setup fires at ninety, thirty, fourteen, and three days before a deadline, with the earlier alerts creating drafting tasks and the later ones escalating to the executive director.
Does it track reporting after we win?
Yes, and that is the part most trackers drop. An award automatically creates the interim and final report dates, the metrics you promised, and a task to gather them, all linked back to the original proposal.
Can two people work the same application?
Yes. Assign different sections to different owners inside one opportunity, comment in place, and the agent can assemble the finished narrative from the approved pieces.
What about grants we decided not to pursue?
Mark them declined-to-apply with a reason. Next year the agent shows you that history so you do not spend another week evaluating a funder you already ruled out.
Does this work for government as well as foundation grants?
Yes. Add fields for the solicitation number, the portal, and the registration requirements, and the same stage flow applies. Government reporting obligations tend to be heavier, which is exactly why the linked reporting records help.
Can our board see the pipeline?
Yes. Share a view-only project showing funder, amount, stage, and deadline. Board members get the picture without editing the working records.