Overview
Grantable is purpose-built to help you leverage AI in your grant-seeking work. There are three main concepts to understand in order to get started:
Creating Applications
Adding source material to Applications
Highlighting text to engage AI
1. Creating Applications
Creating an Application in Grantable is an important step because this allows us to create relationships between application documents and source materials.
How to create a new Application
Navigate to your home screen. Click the Applications option in the left side menu.
Click the green New Application button in the upper right corner of the screen
How to add materials to a new Application
You have two options for adding materials to a new Application:
Upload files
Click the green Select Files button. Select and upload the grant application documents from your computer.
Copy and Paste
If the grant application materials are not available as a file for upload, navigate to their location, such as on a website or within an application portal and follow these instructions.
Click the white Paste Text button.
Name the application and copy and paste all the relevant grant application content you require from the original source into the text box.
When finished, click Add Text and click Continue to Step 2.
2. Adding source material to Applications
After adding your application materials, it is time to associate source materials with the application. There are two methods you can choose from.
How to add source material from your account
To associate source you have previously added to your Grantable account, follow these instructions.
Begin typing the name of a source document into the search field until you see the document you are looking for.
Click the document to attach it to the application.
How to upload source material
To upload source material, click the Upload Files button, and select the files you wish to attach to the application.
Attached sources will appear as rows, which can be removed if necessary by clicking the X on the row.
Once finished, click Start Writing to proceed to your workspace.
3. Highlighting text to engage AI
Once you've reached your workspace, you should see the application you added in Step 1 as text on a page.
Highlight text on the page to reveal your AI toolbar
AI Toolbar
Answer question
This is a one-shot quick response feature that will give you Grantable's best take a drafting a response without any additional guidance from you.
It will use what it believes are the most relevant parts of the source material you've provided to draft an appropriate response.
✨ AI
This button will open your AI controls and allows you to input specific instructions for your AI to follow.
Text Formatting, Word & Character Count
You can also format text as well as quickly see the number of words and characters in the highlighted text.
How to generate content using AI
Ideally, locate a question or prompt in the application that requests a narrative response. Good examples might be requests for an organizational or program summary.
Highlight the text of the question or prompt and click Answer question or open the AI controls and instruct the assistant as you like.
This will generate an output using the source materials attached to this Application.
How to manage application source materials
You have several options that allow you to control what source material is being used by the AI assistant to generate content.
Active sources will appear as blue pills with a checkmark icon. You can click sources to unselect them so the AI will not reference them when generating content. Clicking unselected sources will reselect them.
If you need to add more sources to the Application, either from your account or by uploading them, click the Manage Sources button.
Use the search bar to locate other source materials within your account, or the Upload Files button to upload files from your computer.
💡 Key Concept: The more precisely you provide source material to the AI assistant, the more likely you are to receive desired outputs.
How to refine AI outputs
After the AI assistant creates its first output, you have the opportunity to give it more prompts to refine the output into multiple versions for your to consider.
Add instructions for refinement in the text input field below the AI-generated text and press the enter or return key, or click the green up arrow button.
You can toggle through all the versions of the text generated.
How to add AI-generated text to the Application
Once you've created an AI-generated output you are happy with, you need to add it to the Application page you're working on.
To add the text just below the highlight selection you're working on, click the Insert below button at the bottom of the AI control panel.
If you are using the AI assistant to refine a selection of text, rather than responding to a prompt, you can click the Replace selection option to overwrite the selected text with the generated text.
You may also exit the AI control panel by clicking the Discard option.
🚨 Caution: AI outputs must be added to the page in order to be saved. Outputs that remain in the AI control panel will not persist after exiting.