All tasks

Grants and admin

Proposals, budget narratives and donor reports: the paperwork that quietly eats the week.

Outcome

A compliant proposal, report, budget narrative, or administrative document that matches donor instructions and reconciles with the organisation’s records.

Data gate

  • Public: published background, standard methodology, and public programme descriptions can use a checked cloud route.
  • Internal: draft budgets, partner plans, and unpublished results require an approved organisation account or local route.
  • Identifiable: beneficiary data, payroll, bank details, signatures, contracts, and exact staff or partner locations stay out of consumer cloud tools.

Use AI when

  • You are reformatting approved text, building a checklist, or mapping content to donor headings.
  • The current donor instructions and word limits are available.
  • Figures and compliance statements will be inserted or checked from source records.

Do not use AI when

  • You are asking it to invent results, activities, partners, or financial explanations.
  • The donor prohibits or requires disclosure of use and you have not resolved that requirement.
  • The working file contains protected personal, contractual, or financial information.

Workflow

  1. Prepare: save the donor instructions, create a requirements checklist, and separate protected source records from the approved working copy.
  2. Process: map verified text to each heading and mark every missing claim or figure for a person.
  3. Verify: reconcile the narrative, indicators, budget, dates, and commitments with official records.
  4. Store or submit: keep the final file, source checklist, approvals, and any AI disclosure together.

Human verification checklist

  • Every donor requirement and attachment is accounted for.
  • Activities, results, indicators, dates, and totals match the source records.
  • Names, salaries, bank details, and signatures stayed in the protected file.
  • An authorized person approved the commitments and submission.

If it fails

Return to the requirements checklist and remove text that cannot be traced to a source. Resolve conflicting figures with programme and finance owners. Do not ask the tool to choose which record is true.

Start next

Use the donor-report and receipts recipes below with synthetic or properly classified data. A general assistant may reformat approved prose, but no assistant owns the numbers or commitments.

Prompts for this task

  • Redact first

    Check whether your organisation can apply

    20 minutes · Gives you a checklist · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below is a call for proposals, and then five facts about my organisation. Answer only from the call.
    
    Rules:
    1. For every answer, quote the clause you used and give its section number.
    2. If the call does not answer something, write "the call does not say". Never fill a gap with what is usual.
    3. If a clause turns on where we work or what we work on, do not guess. List it as a question for us to answer offline.
    4. Do not encourage or discourage me. Report what the document requires.
    5. Keep every date and figure exactly as the call writes it, including mixed digits: ١٢٣ alongside 123.
    
    Give me, in this order:
    A. Are we eligible: yes, no, or unclear, with the clause quoted for each requirement we meet or fail.
    B. Every deadline, with date, time and time zone as written, then a checklist of the required documents and annexes, one line each.
    C. Grounds for disqualification, and the budget rules that would change how we plan: co-financing, ineligible costs, ceilings, reporting.
    D. The questions we should send the donor, because the call does not answer them.
    
    The call:
    [PASTE THE CALL]
    
    My organisation, five facts and nothing more:
    Country of registration: [COUNTRY]
    Legal form: [LEGAL FORM AS IT IS WRITTEN ON OUR REGISTRATION]
    Years active: [UNDER 3 / 3 TO 10 / OVER 10]
    Last annual budget: [PICK ONE BAND, NOT THE FIGURE: UNDER 50,000 / 50,000 TO 250,000 / OVER 250,000, AND THE CURRENCY]
    External audit available: [YES OR NO]
    How to use it
  • Redact first

    Write the budget narrative from your own budget lines

    25 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Write the budget narrative for the budget lines below. Use only what is on those lines.
    
    Rules:
    1. Every sentence must be traceable to one budget line. Name the line at the start of the sentence.
    2. Never change a figure. Do not round it, correct it, convert a currency or calculate a total I did not give you. Copy every figure exactly as I wrote it.
    3. Where a line needs a justification I have not given you, write [WHY THIS LINE] and carry on. Never invent a reason, a rate, a quantity or a supplier.
    4. Do not add a line I did not give you, and do not merge two lines into one sentence.
    5. Plain language, short sentences. One short paragraph per line.
    
    Give me, in this order:
    A. The narrative, in the order the lines appear, one paragraph per line.
    B. A list of every [WHY THIS LINE] you wrote, with the line it belongs to, so I can fill them in.
    C. Any figure that looks inconsistent with another figure I gave you, quoted as I wrote it. Do not correct it.
    
    The budget lines:
    [PASTE THE BUDGET LINES]
    
    The donor's own wording for this section, if the template gives one:
    [PASTE THE TEMPLATE INSTRUCTION OR WRITE "none"]
    How to use it
  • Redact first

    Answer the donor's questions from your own documents

    20 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below are a donor's clarification questions, then our own documents. Answer each question using only the documents.
    
    Rules:
    1. Answer one question at a time, in the donor's order and with the donor's own numbering.
    2. Under each answer, quote the one sentence from the documents that the answer rests on, and name the document and the page or section it came from.
    3. If the documents do not answer a question, write "our documents do not answer this" and stop. Never fill the gap with what is usual, and never combine two documents into a fact that neither of them states.
    4. If the documents answer only part of a question, say which part is answered and which part is not.
    5. Four sentences at most per answer. No apology, no promotional language.
    
    Give me, in this order:
    A. The answers, numbered as the donor numbered the questions, each one with its quoted sentence and its source.
    B. The questions marked "our documents do not answer this", and for each one, which document or figure would answer it, so I can attach it.
    C. Anything in my documents that contradicts another part of my documents, both sentences quoted, with no attempt to resolve it.
    
    The donor's questions:
    [PASTE THE DONOR'S QUESTIONS]
    
    Our documents:
    [PASTE THE DOCUMENTS, ONE AFTER ANOTHER, EACH WITH A TITLE LINE]
    How to use it
  • Redact first

    Ask a donor for more time with no extra money

    15 minutes · Gives you a message to send · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Write a short message asking a donor to extend a grant with no additional funds. Use only the facts below.
    
    Rules:
    1. No apology paragraph. State the position once and do not repeat it.
    2. Never promise anything that is not in the facts below. Do not add an activity, an output, a date or a figure.
    3. Where the message needs a figure, a date or a reference I have not given you, write [I MUST FILL THIS IN] and carry on.
    4. Give the reason in one factual sentence. No blame and no dramatic language.
    5. Under 250 words. Short sentences. One request, stated plainly.
    
    Give me, in this order:
    A. The message, with a subject line, and inside it, in this order: what is complete, what is not complete and why in one sentence, the new end date, what will be delivered by that date, and what changes in the workplan.
    B. A list of every [I MUST FILL THIS IN] you wrote, so I can complete it.
    C. What to check in the grant agreement before I send this, as a short list: the notice period, who has to sign, and whether the donor requires a formal amendment request instead of a message.
    
    The facts:
    What is complete: [LIST WHAT IS FINISHED]
    What is not complete: [LIST WHAT IS NOT FINISHED]
    The reason, in one sentence: [WRITE THE REASON]
    Current end date: [DATE AS WRITTEN IN THE AGREEMENT]
    New end date requested: [NEW DATE]
    What will be delivered by the new end date: [LIST WHAT WILL BE DELIVERED]
    What changes in the workplan: [LIST WHAT CHANGES]
    How to use it
  • Redact first

    Compare three supplier quotes and justify the choice

    15 minutes · Gives you a table

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below are three supplier quotes. Compare them and help me justify a choice. Use only what the quotes say.
    
    Rules:
    1. Never change a figure. Copy every price, currency and date exactly as the quote writes it, including mixed digits: ١٢٣ alongside 123. Do not convert a currency, and do not calculate a total I did not give you.
    2. Compare all three on the same criteria, even when a quote is silent. Where a quote says nothing about a criterion, write "the quote does not say".
    3. Do not recommend a supplier. Set out what each quote offers and what is missing from it.
    4. Never add a fact about a supplier from anywhere except its own quote.
    
    Give me, in this order:
    A. A comparison table, one column per quote, with one row for each of: price as written, what is included, delivery time, warranty, and what is missing from that quote.
    B. The two questions to ask each supplier before deciding, taken from what its own quote leaves unanswered.
    C. One paragraph justifying the choice of [WHICH QUOTE], using only the figures as I wrote them, and writing [I MUST FILL THIS IN] wherever the paragraph needs a fact the quotes do not contain.
    
    If you are reading on a phone, replace the table with one block per row: a heading line, then one short labelled line per column.
    
    Quote 1:
    [PASTE QUOTE 1]
    
    Quote 2:
    [PASTE QUOTE 2]
    
    Quote 3:
    [PASTE QUOTE 3]
    How to use it

Tools that help with this

  • Only approved or redacted sensitive materialHas a free versionWe do not know whether it works in Iraq

Step-by-step guides for this

Last checked: 2026-09-01