Workflow
Organize Grant Opportunities and Program Contacts in Finta
Give each grant opportunity a source, a contact route, a readiness state, and a next action without losing track of the application.
- Audience
- Business owners, founders and advisers preparing capital applications
- Products
- CRM, Documents, Tasks, Aurora
- Prerequisites
- Official solicitation and instructions, Actual business and project profile, Workspace permissions, No invented contact identity
- Expected outcome
- A dated opportunity register with genuine contacts and owned preparation tasks
- Approval boundary
- Human confirms applicant fit, deadlines and external submission
Give promising programs a place to move forward
Organize a grant opportunity around three things: the official program record, the people who can answer questions, and the work needed before an application. Finta can connect those pieces using CRM organizations and genuine contacts, a program register in Documents, and human-owned Tasks.
You are configuring a research and preparation process. You are not adding a native grant-award database, an automatic eligibility service, or a connection to every application portal.
Use the right record for the right job
| Object | Where to keep it | What belongs there |
|---|---|---|
| Administering organization | CRM company | Official name, website, program role and source |
| Named program contact | CRM person linked to company | Verified name, role, contact route and conversation history |
| Specific opportunity | Reviewed register in Documents | Opportunity ID, applicant rules, project fit, intake state and official link |
| Application work | Tasks | Owner, action, due date, source and unresolved question |
This separation matters when one agency administers several calls. A single organization's CRM stage cannot reliably represent three different application states. Keep each call as its own row in the register, then connect the conversations and tasks using the opportunity ID.
Build the register from official sources
- Save the specific call. Record the issuing organization, opportunity name and number, official URL, version or amendment date, and date checked. A directory listing is a starting point; the solicitation and application instructions govern.
- Check the applicant first. Identify whether the call accepts your legal entity, location and applicant role. A business eligible as a partner is not necessarily eligible as the lead applicant. Grants.gov directs applicants to confirm eligibility before beginning.
- Separate intake from preparation. Use research labels such as Open and verified, Closed, Future call to monitor, or Intake unclear. Keep your own work state in a different column: Evaluating, Preparing, Submitted, Acknowledged or Decided.
- Add genuine contacts. Search for an existing company and contact before creating one. If the published route is an agency form or shared mailbox, retain it as a route, not an invented staff member.
- Create the next useful task. Examples include checking a match requirement, obtaining an authorized signature, or confirming a partner's role. Put the exact source and unresolved question in the task description.
Let Aurora turn the register into a focused review
Review our opportunity register and the attached official instructions. Identify which entries have an evidenced applicant fit, which need clarification, and which are closed. Preserve the opportunity number and source date. Give one next action per entry. Do not call a program open without current evidence, submit applications, or replace unknowns with positive eligibility conclusions.
Run this review in main Aurora chat. Ask for a CSV or working document only when you want to save an output to Documents. Check the generated register against the original instructions before using it. Upload the source files through a supported workflow; connected Drive content does not automatically synchronize into Documents.
Illustrative result: one agency, two different decisions
A fictional workforce-technology company is evaluating two calls from the same administrator. Call A permits its applicant type but needs partner evidence. Call B names a different lead-applicant category. The team keeps one organization record, two opportunity rows, and separate decisions.
| Opportunity | Evidence state | Next action |
|---|---|---|
| Call A | Applicant fit supported; partner role unverified | Ask the program contact to clarify partner responsibilities |
| Call B | Published lead-applicant type does not match | Investigate a permitted partnership route before preparing a narrative |
The example is synthetic. It shows a representation pattern, not current funding offers or an eligibility recommendation.
Check the handoff and application boundary
The receipt is a dated register with official links, distinct intake and work states, real contact routes, and tasks for unresolved requirements. A saved draft is not a submitted application. Use the route named in the solicitation; for Grants.gov applications, the official application guidance describes registration and Workspace submission.
If a deadline changes, update the register and review connected task dates. If a source disappears, retain the saved instructions and seek current confirmation. If no eligible route is supported, pause that opportunity rather than produce a persuasive but unusable application.
Continue with drafting a sourced project narrative or keeping preparation tasks and context together in Aurora.