Quickstart: Create Your First Grant Application

Introduction

Welcome to Grantable! This quickstart tutorial will guide you through the essentials of getting started: creating your organization, setting up your first grant application, and generating AI-assisted grant content. By the end, you’ll have a working space ready to collaborate with your team and move a real proposal forward.

Before you begin

To follow this tutorial smoothly, make sure you have:

• An email address you can verify — required to create and log into your Grantable account.

• Your organization’s name — this will be the home for all your team’s projects.

• An RFP or opportunity — a .docx file or copying and pasting from a grant portal works best.

💡 Don’t worry if you don’t have everything ready. You can still complete the tutorial using a sample grant application, then come back later with your own grant opportunities.

Step 1: Create your organization

1. Sign up or log in at app.grantable.com.

2. On your first login, you’ll be prompted to create an organization.

3. Enter your organization’s name — this is where all your projects and teammates will live.

4. Click Create Organization to finish.

💡 Think of your organization as your team’s home base. You can belong to multiple organizations if you work with more than one group.

Step 2: Set up your first grant application

1. From your organization home screen, click Grants in the left menu or Work on an Application in the central capabilities menu.

2. Give your grant application a clear name — usually the grant or opportunity title (e.g., NSF Early-Career Research Grant).

   • This is the only required field to create a grant application, but adding more information can help your AI assistant generate better content.

3. Choose how you’d like to start:

   • Upload an RFP (.docx)

   • Paste text from a grant portal

4. Click Create grant project.

💡 Grants in Grantable are containers for everything related to a single grant application — RFP text, source materials, AI-assisted drafts, assignments, and collaboration.

Step 3: Work with your RFP

1. After uploading or pasting your RFP, you’ll see the full text displayed in your application.

2. Add source materials to enrich the context for your AI Assistant:

   • Use the @ button (upper left of the chat box) to search your existing content and attach it as a source.

   • Or, click the paperclip button (bottom right of the chat box) to upload a new file from your computer.

   • Once added, your sources will appear as cards above the chat box (e.g., Mission Statement.docx, Annual Budget.pdf).

   • The AI will automatically reference these sources when generating responses.

   💡 Source materials are your project’s knowledge base. Adding items like past proposals, budgets, staff bios, or mission statements helps the AI produce accurate, tailored drafts.

Step 4: Generate and review draft content

1. Highlight a question or prompt in your RFP.

2. Choose one of two options:

   • Answer this → The AI will give its best attempt at responding to the highlighted text using your attached source materials.

   • Add selection → The highlighted text will be quoted into the chat, and you can add your own instructions (e.g., “Draft a one-paragraph summary” or “Expand with statistics from the annual report”).

3. Review the draft output:

   • Edit it directly for clarity or detail

   • Copy and paste it into your project when you’re satisfied

💡 “Answer this” is the fastest way to generate a response. “Add selection” gives you more control when you want to shape how the AI works with the highlighted text.

What’s next?

You’ve set up your first grant project, added source materials, and generated AI-assisted content — your first success with Grantable. From here, you can:

• If you’re on a paid plan: Invite teammates and assign areas of work to collaborate more effectively.

• Explore advanced features like the rubric coverage meter and eligibility checks.

• Start drafting a complete proposal with your AI Assistant’s support.