by Guest contributor | Jun 23, 2026 | Feature focus
Article by Sean Judd, Product Integration Specialist at Good Grants
As an efficient grant manager, you are likely always looking for ways to save time and energy. For example, you might be using grant statuses to group your applications quickly. Maybe you’re using moderation to eliminate unsuitable applications before they reach your reviewer. Perhaps you have created funds and allocations to organise the financial side of things and, overall, you’re feeling very efficient.
After carrying out the same task multiple times, though, you might find yourself wishing you could automate some of your existing tasks. By using information you already have available, you can build integrations to remove repetitive tasks (and potential human error) from your to-do lists altogether.
At this point it’s common to feel overwhelmed by the seemingly endless possibilities and struggle to know where to begin. But the best way to start is with a single problem. Solve it well, and go from there. You won’t design the perfect process on the first go!
Here are some time-saving integrations you can use in Good Grants to make your work easier and more efficient.
With Good Grants’ copy application integration, you can make copies of applications. This is particularly useful for staged processes, like an Expression of interest (EOI) followed by a full application. Let’s say your grant program opens with a short EOI form: just enough questions to gauge an applicant’s eligibility and interest before asking for anything more involved.
Once you’ve reviewed the EOIs and tagged the ones you want to invite forward, you can make a copy of the full application, which carries over everything the applicant already submitted at the EOI stage, then opens up the rest of the form for whatever additional information the full application needs. Applicants never have to repeat themselves, and reviewers end up seeing one consolidated application, with the EOI answers sitting alongside the full application, the whole picture in one place.
We’ve started small and solved our first problem. Now, let’s see what we can use to help decide which applications to copy. Let’s try it with an AI field.
To do this, you can create an AI field, place it on a hidden tab and write a prompt that will score the application based on your criteria. After testing and editing your prompt, and you’re happy with the results, you can use the AI field to score applications on submission.
To save a bit more time, you can display the results from the AI field in the Applications view. Now you can choose to tag anything with a score of 70 or higher to initiate the application copy.
These small changes save time and effort and streamline the process for your reviewers.
More importantly, in solving the original problem, you’ve also created new opportunities for integrations. Because the applications are now being scored automatically, you can use those scores to make smarter decisions elsewhere in the process.
(Looking for more time savings? Read our article for more tips and tricks on how to save time in your grant management process.)
Maybe your grant supports applications in multiple languages. In this case, you can integrate with DeepL or Google Translate to translate the applications.
Even better, you can set the tag you want to trigger the translation so that you only translate the necessary text, perhaps using another AI field to detect the language. You can, for example, tag an application with “French” when the AI fields returned a score of 70 or higher and French was the detected language. For applications with a score of less than 70 you could decide not to translate them at all so as not to be charged for the translation costs.
Maybe your grant requires that an applicant include an essay or motivational letter, and you want additional insight into whether the content may have been generated using AI. You could integrate with Copyleaks and use its probability score to help guide in the decision-making.
Once you start to disburse funds and pay out grantees, you might decide that you want to integrate with Xero to help automate the accounting tasks. When an allocation payment is created, you could create a bill for that application in Xero and, when it has been reconciled in Xero, set its status accordingly in Good Grants.
You now have what seems like a complex and elaborate process, but all you really did was tackle one problem at a time, solve it well, and build from there.
Once that problem was solved, there was another opportunity to save time, improve consistency in the process or reduce manual tasks, linking one process to the next.
The best integrations aren’t the most complex. They’re the ones that save you time on repetitive tasks, or improve consistency so that you don’t need to manually organise, sort or update your applications, freeing you up to focus on supporting great projects and grantees.
Just start with a single problem, solve it well, and go from there. You’ll be pleasantly surprised by how quickly small changes can add up to big savings.
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