Write grant reports
Pull program numbers and stories into the funder's report template.
Development and programs · Nonprofits · On a schedule · Updated
Works with
- Slack
- Airtable
- Microsoft 365
- Box
- Dropbox
- Notion
Slack
Airtable
Microsoft 365
Box
Dropbox
NotionHow do you write grant reports?
To write grant reports, tell Maito when to run and where the data lives. At quarter end Maito pulls program numbers and stories, fills each funder's template, compares results to each grant's targets, notes the reason for any gap, and posts the drafts for you to edit.
How it's done today
Reports are rushed at the deadline.
What Maito does
- Pull program data
- Collect stories
- Fill the funder's template
Example
Loop run: Sept 30, 9:00 AM · Quarterly grant reports
3 drafts attached, each in the funder's template with 2 stories: • Smith Foundation, due Oct 15. 412 youth served against a target of 400. • Globex Foundation, due Oct 31. Same numbers, their format. • Wonka Family Fund, due Nov 15. 38 new volunteers, 1,150 hours. The catch: Globex's grant sets a 75% completion target. We're at 288 of 412, which is 70%. The draft says so and gives the reason from the program notes: the summer session ran short. You may want to talk to them before they see it. From the Airtable attendance base and the story folder in Drive. The stories use first names only; check the consent notes.
@Maito add the Maya story to Globex in place of the second one.
Swapped in Maya's story. Her consent form is on file for stories, but not for a photo, so the photo is left out.
Maito (9:00 AM):
3 drafts attached, each in the funder's template with 2 stories:
• Smith Foundation, due Oct 15. 412 youth served against a target of 400.
• Globex Foundation, due Oct 31. Same numbers, their format.
• Wonka Family Fund, due Nov 15. 38 new volunteers, 1,150 hours.
The catch: Globex's grant sets a 75% completion target. We're at 288 of 412, which is 70%. The draft says so and gives the reason from the program notes: the summer session ran short. You may want to talk to them before they see it.
From the Airtable attendance base and the story folder in Drive. The stories use first names only; check the consent notes.
Imani (9:22 AM):
add the Maya story to Globex in place of the second one.
Maito (9:24 AM):
Swapped in Maya's story. Her consent form is on file for stories, but not for a photo, so the photo is left out.
How to set it up
- Ask your agent
“At the end of each quarter, pull program numbers from our Airtable base, read the stories in Drive, and draft the report for each active grant in the funder's template. Post them in #programs for the program lead.”
- Connect spreadsheet
- Airtable
- Microsoft 365
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It reports your numbers honestly, including missed targets. How to explain a gap to a funder is for your team.
Questions
An Airtable or Microsoft 365 base for program data, and Google Drive, Box, Dropbox, Notion or Microsoft 365 for stories and templates.
It follows the consent notes in your files and leaves out what isn't covered, such as photos. You confirm before sending.
Yes. You set it up once as a Loop on a schedule.
