# Grant Report Drafts in Each Funder's Template

Source: https://maito.app/workflows/write-grant-reports

At quarter end Maito pulls program numbers and stories and drafts a report for each grant in the funder's format, flagging missed targets and consent limits.

Pull program numbers and stories into the funder's report template.

Development and programs · [Nonprofits](https://maito.app/workflows/industry/nonprofits) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Airtable](https://maito.app/workflows/tool/airtable)
-   Microsoft 365
-   Box
-   Dropbox
-   Notion

## How 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

1.  Pull program data
2.  Collect stories
3.  Fill the funder's template

## Example

Loop run: Sept 30, 9:00 AM · Quarterly grant reports

**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

On a schedule Write grant reports

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

### Where do the numbers come from?

An Airtable or Microsoft 365 base for program data, and Google Drive, Box, Dropbox, Notion or Microsoft 365 for stories and templates.

### Does it check story consent?

It follows the consent notes in your files and leaves out what isn't covered, such as photos. You confirm before sending.

### Does it run each quarter?

Yes. You set it up once as a Loop on a schedule.

## More development and programs workflows

-   [Draft grant applications Start each grant from your best past applications and program data. Development and programs · When you ask Works with Box.](https://maito.app/workflows/draft-grant-applications)
-   [Thank donors personally Every donor gets a personal thank-you soon after they give. Development and programs · When something happens Works with Gmail, Microsoft 365, Salesforce Nonprofit.](https://maito.app/workflows/thank-donors-personally)
-   [Coordinate volunteers Volunteers get scheduled, reminded and thanked without endless messages. Development and programs · On a schedule Works with Airtable, Microsoft 365, Gmail.](https://maito.app/workflows/coordinate-volunteers)
-   [Find new grants to apply for Get a list of grants that match your programs and deadlines. Development and programs · On a schedule Works with Slack, Email.](https://maito.app/workflows/find-new-grants-to-apply-for)
-   [Prepare the board pack Finance, programs and fundraising summarized for the board. Development and programs · On a schedule Works with Airtable, Microsoft 365, Box.](https://maito.app/workflows/prepare-the-board-pack)
-   [Write impact stories Turn program notes into stories for donors and the website. Development and programs · When you ask Works with Box.](https://maito.app/workflows/write-impact-stories)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fwrite-grant-reports)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
